Privacy Statement
It is understood that any information gathered is personal and we undertake to keep this information confidential and secure.
 
The Privacy Act 1993 gives you the right to request access to and correction of, your personal information.+
 
Information provided by you or any authorised agent, will be used by us and any members of our staff for the purpose of providing advice to you and may also be used by any:
 
  1. product or service provider when implementing any of our recommendations or variations thereof;
  2. compliance advisers, assessors or by any claims investigators who may need access to such information; and
  3. other professionals such as solicitors, accountants, finance brokers, financial planners when such services are required to complement this advice and as requested by you.
 
The information will be held by us at 1329 Bulls Road, Kerikeri.