We understand that privacy is important to you. National Planning Partners is committed to protecting your privacy and the confidentiality of your personal information with the Privacy Act 1998 (Cth) and the Australian Privacy Principles (APPs). This Privacy Statement outlines how we collect, use, disclose, and protect your personal information when providing personal financial advice and services to you as a client.
Collection of Personal Information
We collect personal information that is necessary to provide you with tailored financial advice and services. This may include:
We usually collect this information directly from you, using a combination of meetings and questionnaire, or through our website. But we may also collect it from other sources where you have given us authority to do so (e.g., accountants, superannuation funds, insurers, or other third parties).
We do not utilise any standard personal identification reference numbers (such as tax file numbers) as identifiers.
Use and Disclosure of Personal Information
Your personal information is used to:
We may disclose your information to:
Where your information is shared with a third party outside Australia, we will take reasonable steps to satisfy ourselves the third party has arrangements to comply with the Australian Privacy Principles.
We do not sell your personal information to third parties.
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access or disclosure. This includes physical, electronic, and procedural safeguards.
Your information may be stored securely in both electronic and hard copy formats. Where information is stored electronically, we use secure cloud storage solutions located in Australia or overseas, with appropriate contractual and legal safeguards.
You can request us to provide you with access to personal information we hold about you. We may allow you to inspect your personal information in person or provide you with copies or a summary of relevant documents, depending on what we consider most appropriate in the circumstances. Any charge we make for providing access will be reasonable.
Please note that we need not provide access to personal information if the request is frivolous, or where to provide access would pose a threat to health or public safety, unreasonable interference with another person’s privacy, or give rise to a breach of the law. If we refuse access, we will provide you with reasons for doing so.
In some circumstances we are required to collect government identifiers, for example your tax file number. We will not use or disclose this information other than when required to do so by law or when consented to by you.
Without your consent for instance where information is provided by you for insurance or risk purposes, we will not collect sensitive information about you. Exceptions to this include where the information is required by law, or for the establishment exercise or defence of a legal claim.
We provide links to other websites. These linked sites are not under our control, and we cannot accept responsibility for the conduct of companies linked to our website. Before disclosing your personal information on any other website, we advise you to examine the terms and conditions of using that website and its privacy statement.
To enhance our financial advice process, we may use secure and compliant technologies—including artificial intelligence (AI), automation tools, and meeting recording software—to assist in our engagement with you.
Use of AI and Digital Tools
We may use digital tools and AI- powered software to assist with:
All technology used is reviewed for compliance with our obligations under the ASIC Act 2001 (Cth) and Corporations Act 2001 (Cth) to act efficiently, honestly, and fairly.
Meeting Recordings
Where appropriate, and with your consent, meetings may be recorded for the purpose of:
Recordings are securely stored, and access is restricted to authorised personnel only. Any recording is undertaken in accordance with the Surveillance Devices Act 1999 (Vic), which requires informed consent from all parties involved.
Privacy and Security
All personal information captured or processed through the use of AI or other technologies is managed in accordance with:
Where technology providers or systems are based outside Australia, we ensure that appropriate protections are in place in accordance with APP 8, to safeguard your personal information during any cross- border data transfer.
Your Rights and Options
Your consent to the use of these technologies is voluntary. If you do not wish for AI or digital tools to be used as a part of your engagement with us, you may:
Please speak with your adviser if you wish to opt out or have concerns.
Legal Framework Compliance
The use of AI, recording technologies, and data handling practices described in this document are carried out in compliance with the following legislation:
For more information, please refer to our Privacy Policy or contact your ActOn Wealth adviser directly.
You can obtain further information on request about the way in which we manage the personal information that we hold, or you can raise any privacy issues with us by contacting us on 1300022 866.
If you wish to complain about any breach or potential breach of the privacy policy or the Australian Privacy Principles, you should contact the Complaints Manager at Security National. You may also contact the Office of the Australian Information Commissioner who may investigate your concern further.
For more information about privacy issues in Australia and protecting your privacy, visit the Office of the Australian Information Commissioner’s website www.oaic.gov.au
We may seek your authorisation and/or consent via digital signatures, which may include but not be limited to; email, digital signature email technology, secure portal and document storage services.
If you wish to withdraw your consent to use any of these technologies, please contact us at contactus@actonwealth.com.au with the specifics of your request.
We understand that privacy is important to you. National Planning Partners is committed to protecting your privacy and the confidentiality of your personal information with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Statement outlines how we collect, use, disclose, and protect your personal information when providing personal financial advice and services to you as a client.
We collect personal information that is necessary to provide you with tailored financial advice and services. This may include:
We usually collect this information directly from you, using a combination of meetings and questionnaire, or through our website. But we may also collect it from other sources where you have given us authority to do so (e.g., accountants, superannuation funds, insurers, or other third parties).
We do not utilise any standard personal identification reference numbers (such as tax file numbers) as identifiers.
Use and Disclosure of Personal Information
Your personal information is used to:
We may disclose your information to:
Product providers (e.g., superannuation or investment platforms)
Where your information is shared with a third party outside Australia, we will take reasonable steps to satisfy ourselves the third party has arrangements to comply with the Australian Privacy Principles.
We do not sell your personal information to third parties.
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access or disclosure. This includes physical, electronic, and procedural safeguards.
Your information may be stored securely in both electronic and hard copy formats. Where information is stored electronically, we use secure cloud storage solutions located in Australia or overseas, with appropriate contractual and legal safeguards.
You can request us to provide you with access to personal information we hold about you. We may allow you to inspect your personal information in person or provide you with copies or a summary of relevant documents, depending on what we consider most appropriate in the circumstances. Any charge we make for providing access will be reasonable.
Please note that we need not provide access to personal information if the request is frivolous, or where to provide access would pose a threat to health or public safety, unreasonable interference with another person’s privacy, or give rise to a breach of the law. If we refuse access, we will provide you with reasons for doing so.
In some circumstances we are required to collect government identifiers, for example your tax file number. We will not use or disclose this information other than when required to do so by law or when consented to by you.
Without your consent for instance where information is provided by you for insurance or risk purposes, we will not collect sensitive information about you. Exceptions to this include where the information is required by law, or for the establishment exercise or defence of a legal claim. Where you provide sensitive information, such as health information for insurance purposes, you consent to us collecting and using it for your advice, including processing it using AI tools that may store and process it overseas, including in the United States, under a data processing agreement and contractual protections.
We provide links to other websites. These linked sites are not under our control, and we cannot accept responsibility for the conduct of companies linked to our website. Before disclosing your personal information on any other website, we advise you to examine the terms and conditions of using that website and its privacy statement.
To enhance our financial advice process, we may use secure and compliant technologies—including artificial intelligence (AI), automation tools, and meeting recording software—to assist in our engagement with you.
Use of AI and Digital Tools
We may use digital tools and AI- powered software to assist with:
Transcribing meetings (audio/ video);
All technology used is reviewed for compliance with our obligations under the ASIC Act 2001 (Cth) and Corporations Act 2001 (Cth) to act efficiently, honestly, and fairly.
A licensed adviser reviews and remains responsible for all advice provided to you; these tools do not make decisions about you. By providing your personal and sensitive information, you consent to us using and
disclosing it as described in this section, including disclosing sensitive information to an overseas recipient in the United States.
Meeting Recordings
Where appropriate, and with your consent, meetings may be recorded for the purpose of:
Recordings are securely stored, and access is restricted to authorised personnel only. Any recording is undertaken in accordance with the Surveillance Devices Act 1999 (Vic), which requires informed consent from all parties involved.
Privacy and Security
All personal information captured or processed through the use of AI or other technologies is managed in accordance with:
Some of the technology providers we use, including our AI tools, process and store information on servers located overseas, including in the United States. This may include your personal information and, where relevant to your advice, your sensitive information such as health information provided for insurance purposes. Before information is disclosed to an overseas recipient, we take reasonable steps to ensure it is handled consistently with the Australian Privacy Principles, including under a data processing agreement and contractual protections with the provider. The record of your advice is kept separately on your client file in line with our record-keeping obligations.
Your Rights and Options
Your consent to the use of these technologies is voluntary. If you do not wish for AI or digital tools to be used as a part of your engagement with us, you may:
Please speak with your adviser if you wish to opt out or have concerns.
Legal Framework Compliance
The use of AI, recording technologies, and data handling practices described in this document are carried out in compliance with the following legislation:
For more information, please refer to our Privacy Policy or contact your ActOn Wealth adviser directly.
You can obtain further information on request about the way in which we manage the personal information that we hold, or you can raise any privacy issues with us by contacting us on 1300 022 866.
If you wish to complain about any breach or potential breach of the privacy policy or the Australian Privacy Principles, you should contact the Complaints Manager at National Planning Partners. You may also contact the Office of the Australian Information Commissioner who may investigate your concern further.
For more information about privacy issues in Australia and protecting your privacy, visit the Office of the Australian Information Commissioner’s website www.oaic.gov.au
We may seek your authorisation and/or consent via digital signatures, which may include but not be limited to; email, digital signature email technology, secure portal and document storage services.
If you wish to withdraw your consent to use any of these technologies, please contact us at contactus@actonwealth.com.au with the specifics of your request.
Head Office (Melbourne):
14/20 Commercial Road, Melbourne VIC 3004
Geelong Office:
111 Yarra St, GEELONG VIC 3220
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