Privacy
Group Privacy Notification Statement
The business of JDFA Wealth Advisers Pty Ltd (also referred to as JDFA) is to provide financial planning advice and other services to enable individuals to understand their financial needs and make financial and investment decisions. To do this effectively, we need to collect certain personal information.
The type of personal information collected by JDFA may include (but not limited to) name, address, date of birth, contact details, income, assets and liabilities, account balances, tax and financial statements and employment details.
JDFA obtains most of the information directly from its clients through applications and other forms. JDFA may also obtain information from other sources.
If JDFA is arranging applications for death, sickness and disability insurance it is usual to collect sensitive information. Sensitive information is subject to greater restrictions.
If you choose not to provide the information JDFA will need to ensure that advice provided is appropriate to your situation. JDFA may not be able to provide you with advice or recommend a service or product.
Safeguarding the privacy of your information is important to JDFA whether you interact with our company and representatives personally, by phone, mail, over the internet or other electronic medium.
JDFA holds personal information in a combination of secure computer storage facilities, paper-based files, and other records. Steps are taken to protect the personal information held from misuse, loss, unauthorised access, modification or disclosure.
If you consider that any action by JDFA breaches this Privacy Policy Statement or the National Privacy Principles or does not otherwise respect your privacy, you can make a formal complaint. This will be acted upon promptly.
To make a complaint, please telephone FYG Planners Pty Ltd on (03) 6440 3555.
FYG Planners Pty Ltd
ABN 55 094 972 540
Australian Financial Services Licensee No 224543
Level 1, 10 Wilson Street
Burnie Tasmania 7320
Phone: (03) 6440 3555
Fax: (03) 6440 3599
If you are not satisfied with the response to your complaint, you can telephone the Commonwealth Privacy Commissioner's hotline on 1300 363 992.
Disclaimer
General Advice Warning
In preparing any advice in this site JDFA Wealth Advisers Pty Ltd (ABN 47 078 649 092) (also referred to as JDFA) has not taken into account any particular persons objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.
JDFA Wealth Advisers Pty Ltd (ABN 47 078 649 092) is an Authorised Representative 314066 of FYG Financial Planners Pty Ltd (ABN 55 094 972 540) Australian Financial Services License 224543.
Terms and Conditions
These are the terms and conditions for use of this site and access to the information contained on this site.JDFA Wealth Advisers Pty Ltd (ABN 47 078 649 092), an Authorised Representative 314066 of FYG Planners Pty Ltd Australian Financial Services Licensee No 224543, does not warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use.
| 1. | JDFA and its appointed representatives |
| i. | do not give any warranty or make any representation as to the accuracy, reliability, completeness or security of the information contained in this site and as to changes in circumstances after the date of publication that may impact on the accuracy of the information; |
| ii. | may change and update the information from time to time; |
| iii. | make no representation in relation to, and are not responsible in any way, for any other site you access through this site; and |
| iv. | own the copyright in the material available on this site. |
| 2. | Any trademarks appearing in this site are the trademarks of JDFA. Users must not use or reproduce any of the trademarks that appear in this site. |
| 3. |
Users of this site must not:
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| 4. | Users can print a hard copy of material on this site for their personal use only, other than material where this is prohibited by a notice to that effect in this site. |
| 5. | The information contained in this site is general information only made available to residents of Australia and its territories and New Zealand. It is not intended to be a recommendation, offer or invitation to take up securities or other investments. You should seek advice from an appropriately qualified professional on whether the information is appropriate for your particular needs, financial situation and investment objectives. |
| 6. | JDFA and its appointed representatives are not liable in any way to any person for any loss, damage, cost or expense incurred as a result of the material contained in this site or from unauthorised access to, or any misuse of this site including, without limitation, any negligence by JDFA and its appointed representatives. |
| 7. | All references in this site to "$" or "dollars" are references to Australian currency unless otherwise stated. |
| 8. | Users of this site agree to indemnify JDFA and its appointed representatives from all liability, cost and expense, (including legal fees) arising directly or indirectly from the use or distribution by any person of material placed in the site by the user or from the alteration, modification of or addition to material on the site by the user. |
| 9. | No information, feedback, questions or comments placed on this site by any person other than JDFA and its appointed representatives will be confidential or authorised or otherwise endorsed. JDFA and its appointed representatives can reproduce, use, disclose and distribute the information to others in their absolute discretion. |
| 10. | Links to other sites are provided for your convenience only. Any such links do not constitute or imply endorsement or recommendations of any other company, product or service or any affiliation between JDFA and other organisation (unless otherwise expressly stated). JDFA does not control, and is not responsible for, the content of any other site accessed via this website. |
| 11. | You consent to JDFA monitoring your use of this site. |
