Compliance And Privacy

Financial Planning

Matt Grant is an Authorised Representative (AR 432602) of Wealth Today Pty Ltd AFSL 340289. Voyage Financial Planning Pty Ltd is a Corporate Authorised Representative (CAR 1007837).

 

This website is published by Voyage Financial Planning Pty Ltd. Matthew Grant 432602 and Voyage Financial Planning Pty Ltd CAR 1007837 are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289.

 

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content.

 

Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

 

Under no circumstances will any of Voyage Financial Planning Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content.

 

This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Matthew Grant and Voyage Financial Planning Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

Mortgage Broking

Alex Brownbill is an Credit Representative (CR 415343) of Connective Credit Services Pty Ltd ACL 389328 for the provision of credit services.

Mortgage Broking Privacy Policy

At Voyage Financial, we are committed to protecting your privacy in accordance with the Privacy Act 1998 (Cth). This Privacy Policy describes our current policies and practices in relation to the handling and use of personal information.

What information do we collect and how do we use it?
 
We will ask you for personal information when we assist you with your finance. We use the information you provide to advise about and assist with your credit needs. We only provide your information to the companies with whom you choose to deal (and their representatives).
 
We also use your information to send you requested product information and to enable us to manage your ongoing relationship with us e.g. invoicing, client surveys etc. We may do so by mail or electronically unless you tell us that you do not wish to receive electronic communications.
 
We may occasionally notify you about promotions, new services and special offers, events or articles we think will be of interest to you. We may send you regular updates by email or by post. If you would rather not receive this information, email or write to us.
 
We may also use your information internally to help us improve our services and help resolve any problems.
 
What if you don’t provide some information to us?
 
If you don’t provide us with full information, we can’t properly advise or assist you with your credit needs.
 
How do we hold and protect your information?
 
We strive to maintain the reliability, accuracy, completeness and currency of the personal information we hold and to protect its privacy and security. We keep personal information only for as long as is reasonably necessary for the purpose for which it was collected or to comply with any applicable legal or ethical reporting or document retention requirements
 
We hold the information we collect from you in various online Client Relationship Management Systems.
 
We ensure that your information is safe by ensuring all access to data is tightly controlled with teo step identification.
 
Will we disclose the information we collect to anyone?
 
We do not sell, trade, or rent your personal information to others.
 
We may need to provide your information to our credit licensee e.g. for administration and supervision activities, contractors who supply services to us e.g. to handle mailings on our behalf, or to other companies in the event of a corporate sale, merger, reorganisation, dissolution or similar event. However, we will do our best to ensure that they protect your information in the same way that we do.
 
We may also provide your information to others if we are required to do so by law or under some unusual other circumstances which the Privacy Act permits.
 
How can you check, update or change the information we are holding?
 
Upon receipt of your written request and enough information to allow us to identify the information, we will disclose to you the personal information we hold about you. We will also correct, amend or delete any personal information that we agree is inaccurate.
 
If you wish to access or correct your personal information please write to Alex Brownbill at [email protected]
 
We do not charge for receiving a request for access to personal information or for complying with a correction request. We do not charge for providing access to personal information.
 
Your consent
 
By asking us to assist with your credit needs, you consent to the collection and use of the information you have provided to us for the purposes described above.
 
Tell us what you think
 
We welcome your questions and comments about privacy. If you have any concerns or complaints, please contact Alex.