As a responsible financial services provider, we take the privacy and security of our clients’ personal information seriously. Our policies and procedures comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) to ensure the highest standards of data protection.
This Privacy Policy outlines our commitment to privacy, the types of personal information we collect, how we use and process it, and your rights in relation to your personal data. We encourage you to review this policy to understand how we manage your personal information.
What Personal Information We Collect
We may collect and process the following information pertaining to individuals associated with our investment services. In addition to collecting personal information from our clients, we may also process personal information about relevant persons associated with our investment services, such as investors in our funds, co-investors, directors of investee company portfolios, etc.
We may collect personal information about individuals associated with our financial services, including clients, investors, co-investors, company directors, and other relevant individuals. Personal information may be collected directly from you or via authorised third parties, such as service providers, professional advisors, and regulatory bodies.
In some cases, we may also collect personal information about your family members if it is relevant to the services we provide. It is your responsibility to ensure they consent to the collection and processing of their information by Parker Blackwood Advisers.
Personal Information
We Hold
The types of personal information we may collect include:
- Personal details (e.g., name, address, email, phone number, date of birth, nationality).
- Employment details (e.g., employer’s name, job title, company contact details).
- Financial details (e.g., profession, income, assets, liabilities, and investment history).
- Sensitive information (e.g., tax file numbers, identification documents for regulatory compliance).
How We Use Your Personal Information
We collect and use personal information for the following purposes:
- To provide financial services, including wealth management, investment advisory, and financial planning.
- To comply with legal and regulatory obligations under Australian financial services laws.
- To perform due diligence, verify identity, and prevent fraud.
- To assess your suitability for certain financial products and services.
- To communicate with you regarding your investments and financial planning needs.
Disclosure of Personal Information
We may share your personal information with the following entities where necessary:
- Our affiliated entities, including financial services providers and investment partners.
- Third-party service providers who assist us in delivering our financial services.
- Regulatory bodies, government agencies, law enforcement, or courts as required by law.
- Potential buyers or investors in the event of a business merger, sale, or restructuring.
We take reasonable steps to ensure that all third parties handling your personal data comply with Australian privacy laws and maintain appropriate data security standards.
Storage and Security of Personal Information
Your personal information is stored securely at our head office and on protected electronic systems. While we take all reasonable precautions to safeguard your data, transmitting information over the internet carries inherent risks, and we cannot guarantee absolute security.
If we transfer your personal information outside Australia, we will ensure that appropriate data protection measures are in place, in line with the Australian Privacy Act’s cross-border disclosure requirements.
Retention of Personal Information
We retain your personal information for as long as necessary to fulfil our legal, regulatory, and business obligations. Once it is no longer required, we take reasonable steps to securely destroy or de-identify your personal data.
Changes to Our Privacy Policy
We reserve the right to update this Privacy Policy to reflect legal, regulatory, or operational changes. Any updates will be posted on our website, and where significant changes occur, we will notify you accordingly.
Your Rights and Access to Personal Information
You have the right to request access to the personal information we hold about you and to request corrections if necessary. If you have concerns about how we handle your personal information, you may contact us directly to seek resolution. If you are not satisfied with our response, you may lodge a complaint with the **Office of the Australian Information Commissioner (OAIC)**.
Miscellaneous
This Privacy Policy constitutes the complete agreement regarding how we manage personal information at Parker Blackwood Advisers. Any updates or modifications to this policy will be made in accordance with Australian privacy law and regulatory requirements.
Parker Blackwood Advisers reserves the right to amend this Privacy Policy at any time. Your continued use of our services after updates have been made constitutes acceptance of the revised terms.
Indemnification
By engaging with our financial services, you agree to indemnify and hold harmless Parker Blackwood Advisers, including its directors, officers, employees, and agents, from any claims, liabilities, or expenses arising from a breach of this Privacy Policy.