Privacy Policy
This Privacy Statement applies to users of the website operated by Plan B Wealth Management Ltd, ABN 42 052 834 634 under the domain name www.planbonline.com.
The Plan B Group of Companies (collectively "Plan B") abides by the ten National Privacy Principles implemented under the Privacy Amendment (Private Sector) Act 2000 when handling personal information obtained from existing and potential clients.
Information Collected
The personal information we collect depends on how you use this website. The main way we would collect personal information from you is if you use our site to lodge an electronic application or correspond with us.
Plan B, in its dealings with you and in the provision of financial services, may hold a variety of personal and sensitive information including:
- Contact details
- Tax File Numbers (taxation law permits Plan B to collect your Tax File Number)
- Bank account details
- Employment and marital status
- Financial information
- Health information
- Records of correspondence between you and Plan B
Purpose of Collection
The purpose of collection of your personal information will depend on the services that you ask Plan B to provide to you. Plan B offers a range of financial planning, superannuation and investment services, and any personal information collected from you will be used for the purpose of providing those services you elect to use. We will not use your personal information for any other purpose without your consent.
Security of Personal Information
Plan B assures you that your information is kept confidential and is held securely. We will not pass any of your details to another party without your express permission to do so, unless required by law. We will take all reasonable steps to protect personal and sensitive information from misuse, loss and unauthorised access, modification and disclosure.
Access to Information Collected
If you have any concerns about the information we hold or would like to view your file or would like more information on Plan B's Privacy Policy, you can contact us contact us and we will respond within 14 days.
How to Contact Us
Client Services
Plan B Wealth Management Ltd
Level 28 Central Park
152-158 St Georges Terrace
Perth Western Australia
PO Box 7008
Cloisters Square
Perth WA 6850
Phone: (08) 9324 6000
Facsimile: (08) 9481 6148
Toll Free: 1300 362 082
Email: planb@planbonline.com