Privacy Policy

Your Privacy 

We are committed to protecting your personal information. The following is an overview of how we maintain the privacy of the personal information we collect about you through our services.

​

Privacy Collection Statement

To provide financial planning services, we will need to collect a range of information about you. The information will typically be obtained directly from you. In addition, with your authorisation, we may obtain information from other sources, such as your employer or accountant. If this information is incomplete or inaccurate, we may not be able to analyse your needs, objectives, and financial situation comprehensively. In addition, we may be unable to provide you with appropriate or suitable recommendations for your situation.

We must also implement client identification processes under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth; AML/CTF). To meet our obligations, you must present identification documents, such as passports and driver's licenses.

Personal information is always treated confidentially and only used in accordance with our Privacy Policy. Below are some examples of how we may use the information we collect from you:

• Focused Financial Advice Pty Ltd may have access to your information as part of providing you with financial advice and services;

• It may be necessary for your adviser to disclose information in the future to other financial advisers, brokers, and those whom Focused Financial Advice Pty Ltd authorises to review customers' needs and circumstances periodically;

• Focused Financial Advice Pty Ltd may provide your information to external service providers in Australia and overseas who provide administrative, financial or other services to assist your adviser;

• The information you provide to us about your personal financial needs may be used to provide you with ongoing information about opportunities that may be useful or relevant to your financial needs;

• When we are legally required to disclose information about you, or you have given us your consent, we may disclose that information to third parties. The information you provide may also be shared with any person authorised by you to receive it.

• The information you provide about your financial needs may be used to provide you with ongoing information about opportunities that may be useful or relevant to you.

​

We will take all necessary steps to ensure that your information is protected from misuse, loss, unauthorised access, modification, or improper disclosure in accordance with the law. At any time, you may request access to your adviser or Focused Financial Advice Pty Ltd's information about you to make corrections or updates. 

​

Identity Verification Consent Statement

As a part of Focused Financial Advice's Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF), Know Your Customer (KYC), and related compliance policies, we are obliged to verify your identity prior to the implementation of any services. You may opt to verify your identity remotely via our trusted third-party platform, or in person by arranging an appointment. 

The personal data we may collect for this purpose may include, but is not limited to, your full name, date of birth, current address, and a valid form of Australian identification. This information will be verified and compared with the data you provide. 
We require your explicit consent to collect this personal data from you, and will not proceed with the verification process nor the implementation of any services without your explicit approval.

​

The personal data we may collect for this purpose may include, but is not limited to, your full name, date of birth, current address, and a valid form of Australian identification. This information will be verified and compared with the data you provide. We require your explicit consent to collect this personal data from you, and will not proceed with the verification process nor the implementation of any services without your explicit approval.

By proceeding with the implementation of any financial advice or services, we will need to obtain your explicit consent for us to collect your personal information for identity verification purposes and will be processed in strict adherence to our privacy policy.