DUNNE+GOLDMAN is committed to complying with the provisions relating to the privacy and to the collection, use and disclosure of personal information contained in:
- The Privacy Act 1988, and
- The National Privacy Principals (NPP's) set out in Schedule 3 to the Privacy Act.
Clients and users may be concerned about how their personal information will be used and we recognise these concerns about privacy and confidentiality.
"Personal information" is information about or which identifies an individual.
Collection of Personal Information
Personal information is collected on the DUNNE+GOLDMAN website in a number of ways.
The DUNNE+GOLDMAN Web Site contains links to the Web Sites of third party providers of goods and services ("Third Party Web Sites"). If you have accessed Third Party Web Sites through the DUNNE+GOLDMAN Web Site and if those third parties collect information about you, DUNNE+GOLDMAN may also collect or have access to that information as part of our arrangements with those third parties. Third Party Web Sites should contain their own privacy statements and those third parties are responsible for their own privacy practices.
We also collect some statistical information about visitors, via our website (for example, the number of visitors, pages viewed, time online and documents downloaded). Some of this statistical information is collected by using cookies. We use this information only for the purpose of evaluating our website performance (including identifying potential performance problems) and continually improving our services. None of the statistical information we prepare from information collected using cookies identifies individual visitors to our website.
Other than statistical information, we do not collect any information about you via our website unless you provide the information to us.
We do not collect information about anyone's political or religious beliefs, ethnic background or sexual preferences.
Emails and newsletters
If we receive an email from you, we will record your e-mail address but will only use it for the purpose for which it is provided. It shall not be disclosed without your consent.
We will preserve the content of any email that you send us if in our view we have a legal requirement to do so. Your email content may be monitored by DUNNE+GOLDMAN employees for security reasons including where email abuse is suspected. Our response to you may be monitored for quality assurance issues.
Use and Disclosure of Personal Information
Your personal information is used to:
- assist a Financial Planner in providing advice to you;
- administer and manage your investments;
- facilitate DUNNE+GOLDMAN's internal business operations, including fulfilment of any legal requirements;
- analyse products and customer needs and develop new products;
- carry out confidential maintenance and testing of computer systems;
- undertake accounting, risk management, record keeping, archiving, systems development and staff planning.
DUNNE+GOLDMAN may disclose your personal information (as necessary):
- on a confidential basis to industry bodies, our agents, contractors or third party service providers that provide financial, administrative or other services for the purposes
of DUNNE+GOLDMAN's business or your investments;
- where the law requires us to do so;
- if you consent.
Access to Personal Information
You are entitled at any time to request access to personal information held by your Financial Planner or DUNNE+GOLDMAN about you and to ask us to correct this information where you believe it is incorrect or out-of-date.
Before we provide you with access to your personal information, we will require some proof of identity. We do this to protect the confidentiality of your personal information.
Cookies are frequently used on Web Sites and you can choose if and how a cookie will be accepted by configuring your preferences and options in your browser.
Promotional Material via email
DUNNE+GOLDMAN acknowledges and respects a user's choice to opt out of receiving any DUNNE+GOLDMAN marketing materials. Should you decide you do not wish to receive marketing or promotional materials via email from DUNNE+GOLDMAN, please contact us in person, by phone or email (being sure to include your name and address).