Empowering people to make educated financial decisions.

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Privacy Policy

In order to comply with the requirements of the Privacy Act, we are required to advise you that this firm holds personal information about you. The information has been and will continue to be collected by us for the purpose of providing you with financial services.

We are required, pursuant to the Corporations Acts and certain regulations issued by the Australian Securities and Investments Commission, to collect information about you for the purpose of providing you with the services referred to above. If you do not provide us with the information requested by us, we may not be able to provide you with the services you require of us.

We will from time to time need to disclose information about you to representatives of this firm and to other professionals, insurance providers, superannuation trustees and product issuers in connection with providing you with financial advice or implementing that advice. We may also provide your information to business owners or licensees as required.

In the event we consider it necessary to use or disclose information about you for purposes other than those detailed above or related purposes, we will seek your consent. You are entitled to obtain access to the information which we hold about you by contacting Life Assets on (07) 3252 9990 or by writing to us.