This page is maintained by FI Advice Pty Ltd as a draft privacy policy. Please review and replace with your approved version before publishing.
Who we are
FI Advice Pty Ltd (ABN 23 694 437 655) is a Corporate Authorised Representative of PFP Financial Services Pty Ltd (ABN 45 653 557 405, AFSL 535484). This Privacy Policy explains how we handle your personal information.
What we collect
We may collect personal information necessary to provide financial advice and related services. This can include your name, contact details, date of birth, employment details, financial circumstances, goals, tax information, and other details relevant to your advice.
How we use your information
We use your personal information to understand your needs, prepare and provide financial advice, implement recommendations, communicate with you, meet our legal and regulatory obligations, and improve our services.
How we store and protect it
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. We use secure systems and processes, and access is limited to people who need it to do their job.
Disclosure to third parties
We may disclose your personal information to product providers, insurers, platform operators, legal or accounting professionals, and regulators where necessary to provide our services or comply with the law. We do not sell your personal information.
Your rights
You may request access to the personal information we hold about you and ask us to correct it if it is inaccurate, incomplete, or out of date. To make a request, please contact us using the details below.
Cookies and analytics
Our website may use cookies and analytics tools to understand how visitors use the site and to improve the experience. You can manage cookie preferences through your browser settings.
Contact us
If you have any questions about this Privacy Policy or wish to access or correct your personal information, please contact us at info@fiadvice.com.au.