Privacy Policy

Privacy at Carnbrea & Co 

Carnbrea is the holder of an Australian Financial Services Licence (No. 233763) and specialises in professional financial planning, advice and implementation services. 

We respect your privacy and are committed to handling your personal information in an open and transparent way. Accordingly, Carnbrea have developed this Privacy Policy that outlines our approach to handling your personal information and the way Carnbrea collects, holds, verifies, accesses, uses and discloses information about you. 

We are bound by, and committed to supporting, the Privacy Act 1988 and the Australian Privacy Principles from 12 March 2014 (and the National Privacy Principles up to that date) that guide us in the responsible handling of your personal information. 

Key information is set out below. If you need more information or clarification, please ask us. 

Personal information we collect about you 

As a professional financial services organisation our ability to provide you with a comprehensive and appropriate advisory service is dependent on us collecting personal information about you. We collect and hold the following kinds of information about you: 

▪ Your name, address and contact details 

▪ Your date of birth, age 

▪ Your financial needs and objectives (including your retirement plans) 

▪ Your employment details and employment history 

▪ Details of your current financial circumstances, including your assets and liabilities, income, expenditure, insurance cover and superannuation 

▪ Details of your investment preferences and aversion or tolerance to risk 

▪ Information about your family commitments and social security eligibility, and 

▪ Other details of your personal circumstances that may affect the advice we provide to you and that you consent to supplying and is therefore reasonably necessary for us to provide you with that advice. 

We collect most personal information about you, directly from you or (if that is unreasonable or impractical) from a third party you have authorised to provide that information to us.