At Inside Wealth we are committed to delivering unparalleled customer service and fulfillment to ensure the highest level of service and satisfaction.
This privacy statement governs the collection and use of your personal information by Inside Wealth and its related entities, subsidiaries, contractors, employees and the broker that will assist you. Our policy and its principles deal with and notify you of what personally information of yours is collected; how the information is used; with whom the information may be shared; what choices are available to you regarding collection, use and distribution of the information; what kind of security procedures are in place to ensure data quality and security; and how you can correct any inaccuracies in the information.
We are firmly committed to guarding the confidence you have placed in our company and to use, responsibly and professionally, any information you volunteer. We strive to collect only that information that we think is necessary for our legitimate business interests, such as to better understand you (our customer), to provide better service, to improve marketing of our products, to educate customers and to ensure that our proprietary information is protected. We are committed to using the information collected only for these purposes and for our primary purpose to broker your finance transactions with the appropriate lender and or other related institutions.
What kind of personal information do we collect?
We collect personal information about:
Your personal contact details – e.g. name, address, phone, email, mobile
Date of birth
Financials – e.g. payslips, group certificates, tax returns
Asset and liabilities
Other information about your identity and financial circumstances
How do we collect this information?
Inside Wealth collect personal information in a number of ways, including:
Directly from you by phone, email, website, fax or in person.
From publicly available sources of informationFrom various third parties
From our own records
Who do we disclose your personal information to?
We do not sell any clients lists to third parties. We do not disclose personal information to third parties except if the personal information disclosed to these organisations are only in relation to Inside Wealth providing our services to you. We may disclose personal information to:
the specific lender, bank, building society, credit union and finance or non financial institution,
our related companies
aggregator whereby our aggregator track and administer commissions payable to Inside Wealth for all business conducted
Be used for direct marketing and is not sensitive information and the individual is made aware they can ‘opt out’ of any further direct marketing
Our professional advisers, including our auditors, lawyers and accountants
Valuers for property valuations,
Printers and mail-houses for statement production and other mail related services
Debt collection agencies for debt collection
Other third parties whereby their purpose is secondary and related to the primary purpose
How do you access you personal information and ensure its accuracy?
At any time, you may require any amount of your personal information by contacting Inside Wealth and we will endeavor to provide you copies of your personal information within 28 days of your request. Inside Wealth may incur levies charges to individuals for providing access to personal information dependant on the administered work, time and involvement.
We take necessary steps to ensure the accuracy of your personal information. However, as you can understand this accuracy is dependant on the information we collect, use and disclose is complete and up-to-date and to the extent what personal information is volunteered by you.
That’s why it is important for you to:
Advise us immediately if there are any errors
Keep us up to date with changes to your personal information, for example name, address etc.
How to contact us
The Privacy Officer
PO Box 420
Fortitude Valley Q 4006