- Why we collect and use personal information.
- What personal information we collect.
- Cookies and other web technologies we use.
- Accessing and updating personal information.
- Who we share personal information with.
- Disclosure of personal information overseas.
- How we protect personal information.
- Complaints about privacy.
- Which entities the policy applies to.
Complaints Policy – Securinvest Financial Planners
This Complaints Policy document covers:
- How you can make a complaint about our financial advice service.
- How we will deal with your complaint.
- How and when we will communicate with you about your complaint.
- Your right to lodge a complaint with AFCA.
Download a copy of our Complaints Policy.
Terms of Engagement – Business Advisory and Taxation Services
This Terms of Engagement document covers:
- Period of Engagement.
- Privacy Act.
- Responsibilities and Review.
- Electronic Communication.
- Ownership of Documents.
- Outsourced Services and Storage of Personal Information.
- Your Disclosure and Record Keeping Obligations.
- Conflict of Interest.
- Your Rights and Obligations under the Taxation Laws.
- Our Obligation to Comply with The Law.
- The Self-Assessment System.
- Limitation of Liability.
- Involvement of Others and Disbursements.
- Payment Terms.
Download a copy of our Terms of Engagement.
Last Update: 20/06/2023