Tyrrell Advisory Pty Ltd (“Tyrrell Advisory”) understands the importance of protecting your rights to privacy. In handling personal information, Tyrrell Advisory is subject to the Privacy Act 1988 and complies with the National Privacy Principles in the Act.
As a client of Tyrrell Advisory, we have a duty to you to maintain strict confidentiality in respect of your affairs.
This policy describes the way Tyrrell Advisory collects, uses and discloses your personal information and your rights in relation to our management of your personal information.
Collection Personal Information
Generally, we collect your personal information from you. There may be occasions when we collect your personal information from other sources such as from an information service provider or a publicly maintained record.
Personal information is information that identifies an individual. During the provision of our services, we may collect your personal information. Generally, the kinds of personal information we collect are your name, address, telephone number, e-mail address and personal information contained in the following documents:
A failure to provide your personal information may affect our ability to assist you.
USING AND DISCLOSING PERSONAL INFORMATION
We disclose your personal information for the purposes for which we collect it. That is, to provide financial services to you. In providing our services, we may disclose your information to third parties that we engage to perform administrative or other services. Such disclosure is always on a confidential basis.
We may also use and disclose personal information for other purposes where we have consent or in certain other circumstances in accordance with the Privacy Act, for example where the use and disclosure is authorised by law or is necessary as part of an investigation into unlawful activity.
We may use information to contact clients and other parties who have provided us their personal information to promote other services we offer and events and publications that may be relevant. Individuals can opt out of receiving offers and promotions from Tyrrell Advisory by request.
SECURITY OF PERSONAL INFORMATION
Tyrrell Advisory takes all reasonable steps to ensure that the personal information that we hold is protected against misuse, loss, unauthorised access, modification or disclosure. We hold personal information in both hard copy and electronic forms in secure databases on secure premises, accessible only to authorised staff.
ACCESSING PERSONAL INFORMATION
Individuals may request access to their personal information held by Tyrrell Advisory on request, unless access is restricted under the Privacy Act, for example if:
If Tyrrell Advisory declines to provide access to the personal information it holds, it will provide reason(s) why to the extent this is permitted or practicable.
If you would like more information about the way Tyrrell Advisory handles privacy, or if you wish to make a privacy complaint in relation to Tyrrell Advisory, please contact David Tyrrell, Managing Director.