Privacy

As part of the Financial Planning Process, we will collect personal and possibly sensitive information from you for the purpose of identifying and reviewing your financial and lifestyle objectives to enable the delivery of financial services and advice. The information you provide and any recommendations made will be kept on file. From 21 December 2001 you are entitled to request reasonable access to any information held about you. It is also important to understand that we reserve the right to appoint another accredited adviser / authorised representative from time to time. In these circumstances we will write to you advising you of the change.

In order to best meet your needs and provide you with financial services and advice, we may need to disclose your personal information to other parties. Typically these parties include fund managers, life companies, related entities and other licensees. Similarly we may bring to your attention products, services or other information which may be relevant to your financial plan. At these times you will be given the opportunity to choose whether or not you continue to receive such information. If you wish to examine your file, it is available upon request.

Please click here to download a copy of our Privacy Notification Statement.

The information contained on this website is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such. It is recommended that you seek independent, professional advice before acting to ensure that your personal needs and circumstances are considered and met.

GWM Adviser Services Limited ABN 96 002 071 749 - AFS License No.230692

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