Privacy Policy- Guardian Financial Planning

Guardian Financial Planning holds personal information about you. We hold this information in accordance with our obligations under the Privacy Act. The information has been and will continue to be collected by us for the purpose of providing you with the fi nancial services outlined in this FSG.
We are required by the Corporations Act and the Australian Securities & Investments Commission, to ask for this information about you for the purpose of providing you with our services.

If you do not provide us with the information requested by us, we may not be able to provide you with the services you require.
We may be required from time to time to disclose information about you to representatives of Guardian Financial Planning and other companies within the Suncorp Group and to other professionals, insurance providers, superannuation trustees and product issuers in order to provide our services and arrange for the issue of Financial Products.

In the event that the adviser proposes to sell their business we may disclose your personal information to potential purchasers for the purpose of their conducting due diligence investigations. Any such disclosure will be made in confi dence and it will be a condition of that disclosure that no personal information will be used or disclosed by them. In the event that a sale of the adviser’s business is effected, we may transfer your personal information to the purchaser of the business. You will be advised if a transfer such as this takes place.

You are entitled to obtain access to the information we hold about you by contacting our National Dealer Operations Manager. Our contact details are included in our Financial Services Guide (FSG).