Please refer to the privacy policy statement below relevant to you:
PSK Advisory Services Pty Ltd
PSK Advisory Services Pty Ltd are committed to protecting your privacy. Below we outline how we maintain the privacy of the information we collect about you.
As part of the financial planning process, PSK Advisory Services Pty Ltd need to collect information about you.
Where possible we will obtain that information directly from you, but if authorised by you we may also obtain it from other sources such as your employer or accountant. If that information is incomplete or inaccurate, this could affect our ability to fully or properly analyse your needs, objectives and financial situation, so our recommendations may not be completely appropriate or suitable for you.
PSK Advisory Services Pty Ltd are also required under the Anti-Money-Laundering and Counter-Terrorism Financing Act (AML/CTF) 2006 to implement client identification processes. We will need you to present identification documents such as passports and driver’s licences in order to meet our obligations.
- PSK Advisory Services Pty Ltd may have access to this information when providing financial advice or services to you;
- PSK Advisory Services Pty Ltd may, in the future, disclose information to other financial advisers, brokers and those who are authorised by us to review customers' needs and circumstances from time to time, including other companies within PSK Financial Services Group Pty Ltd);
- Your information may be disclosed to external service suppliers both here and overseas who supply administrative, financial or other services to assist your adviser and our in providing financial advice and services to you. A list of countries where these service providers are located can be found in our Privacy Policy.
- Your information may be used to provide ongoing information about opportunities that may be useful or relevant to your financial needs through direct marketing (subject to your ability to opt out as set out in our Privacy Policy);
- Your information may be disclosed as required or authorised by law and to anyone authorised by you.
PSK Advisory Services Pty Ltd will continue to take reasonable steps to protect your information from misuse, loss, and unauthorised access, modification or improper disclosure. You can request access to the information we hold about you at any time to correct or update it as set out in our Privacy Policy. The Privacy Policy also contains information about how to make a complaint about a breach of the Australian Privacy Principles.
Charter Financial Planning Limited (Charter)
Charter Financial Planning Limited (Charter) understands that privacy is important to its clients. Being part of the AMP Group means we are subject to the principles outlined within their Privacy Policy (The Privacy Policy). Please click here to download a copy of The Privacy Policy .
If you have come through to this page from your financial adviser's website, your financial adviser is authorised by Charter and is also subject to The Privacy Policy.
The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). The Privacy Policy covers:
- why we need to collect your personal information
- the types of personal information we collect, and how it is collected
- how we protect your personal information, and who it could be disclosed to
- specific issues relating to privacy and the use of the internet.
Contacting Charter about privacy
We always welcome feedback about client experiences, as we know things don't always go the way they should. If you:
- have a general enquiry about how personal information is collected or used
- would like to access or update your personal information
- wish to make a complaint relating to privacy
You can contact us directly as set out below. We are committed to doing the right thing by you and we will respond as soon as possible.
The AMP Privacy Officer
PO Box 300
Parramatta NSW 2124
Telephone: 1300 157 173
Alternatively your concerns can be emailed to: askamp@amp.com.au
PSK Financial Services is committed to respecting your privacy.
