The privacy of your personal information is important to us at W J Haywood & Associates trading
as Haywood Financial Management & Partners (HFMP). We are required to comply with the
Australian Privacy Principles. We will always seek to comply with the Australian Privacy
Principles as well as other applicable laws affecting your personal information.
out generally what sort of personal information we hold, for what purposes and how we collect,
hold, use and disclose that information.
Collecting Your Personal Information
Your personal information will be collected and held by W J Haywood & Associates who is an
authorised representative of GWM Adviser Services Pty Ltd an Australian Financial Services
Licensee, for the purposes of
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emails. We will process your request as soon as practicable.
To enable your financial adviser to provide you with financial advice you request that is suitable
for your investment objectives, financial situation and particular needs we need to obtain and hold
personal information about you. This includes:
The personal information collected may include sensitive information such as health information
and memberships of professional or trade associations.
If it is reasonable and practicable we will only collect your personal information from you.
Generally your personal information will be collected when you meet with your adviser in person,
provide your adviser with information over the telephone or with written material. We may need
to collect personal information from third parties, such as your accountant.
We may receive personal information about you when we have taken no active steps to collect that
information. We destroy all unsolicited personal information, unless the personal information is
relevant to our purposes for collecting personal information.
How Your Personal Information is Held
Your personal information is generally held in client files or a computer database. Your personal
information may also be held in a secure archiving facility.
We take reasonable steps to ensure that the personal information that we hold is protected from
misuse and loss and from unauthorised access, modification and disclosure. Some of the measures
that we have adopted are having facilities for the secure storage of personal information, having
secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-identify personal information that
we no longer need for any purpose for which it may be used or disclosed under the Australian
Using and Disclosing Your Personal Information
Your personal information may be disclosed for purposes related to the provision of the financial
advice you have requested. The types of service providers that may be provided with your
personal information are:
In addition to the purposes of collection set out above, your personal information may also be used
in connection with such purposes.
We will seek to ensure that your personal information is not used or disclosed for any purpose
We may disclose your personal information to third parties who provide services to us, in which
case we will seek to ensure that the personal information is held, used or disclosed consistently
with the Australian Privacy Principles.
Organisations outside Australia
Currently, we do not share your information with organisations outside Australia.
We may store your information in the cloud or other types of networked or electronic storage. As
electronic or networked storage can be accessed from various countries via an internet connection,
it’s not always practicable to know in which country your information may be held. If your
information is stored in this way, disclosures may occur in countries other than those listed.
Overseas organisations may be required to disclose information we share with them under a
foreign law. In those instances, we will not be responsible for that disclosure.
We will not send personal information to recipients outside of Australia unless:
Accessing your Personal Information
You can gain access to your personal information that we hold. This is subject to exceptions
allowed by law such as where providing you with access would have an unreasonable impact upon
the privacy of others. If we deny a request for access we will provide you with the reasons for this
decision. To request access please contact us (see “Contacting Us and Privacy Issues” below).
Correcting Your Personal Information
We take reasonable steps to ensure that the personal information that we collect, use or disclose is
accurate, complete and up-to-date. If you believe that any of the personal information that we hold
is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy Issues”
below) and provide us with evidence that it is not accurate, complete and up-to-date.
If we agree that the personal information requires correcting we will take reasonable steps to do
so. If we do not correct your personal information we will provide you with the reasons for not
correcting your personal information. If you request that we associate with the information a
statement claiming that the information is not accurate, complete and up-to-date we will take
reasonable steps to comply with this request.
Contacting Us and Privacy Issues
You can obtain further information on request about the way in which we manage the personal
information that we hold or you can raise any privacy issues with us, including a complaint about
privacy, by contacting us on 1300 123 436. We are committed to resolving your complaint.
If you still feel your issue hasn't been resolved to your satisfaction, then you can escalate your
privacy concerns to:
Office of the Australian Information Commissioner
Financial Ombudsman Service