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Privacy Statement

Your Privacy

We pride ourselves on understanding the problems and opportunities in the financial services industry. We believe our clients are the most important asset of our company, and we are dedicated to serving your needs.
 
We understand how important it is to protect your personal information. Our Privacy Policy ensures that any personal information we may collect about you will only be used for the purposes indicated in our policy. It is important to us that you are confident that any personal information we collect from you or is received by us will be treated with the utmost respect ensuring protection of your personal information.
 
To enable us to maintain a successful business relationship with you, we may need to disclose your personal information with other organisations that provide products or services used by us to secure your home loan.  The type of organisations to which we are likely to disclose information about you include other mortgage intermediaries, lenders, valuers, mortgage insurers, surveyors, accountants, credit reporting agencies and lawyers. We may also disclose your personal information to any other organisation that may have or is considering having an interest in your loan.
 
Where possible, we will inform you, at or before the time of collecting your personal information, the types of organisations to whom we intend to disclose your personal information.
 
Prior to disclosing your personal information to another organisation, we will take all reasonable steps to ensure that:
  1. The organisation has a commitment to protecting your personal information at least equal to our commitment; and
  2. You have consented to us doing so.

In the event that we are required or authorised by law to disclose your personal information, you will be notified as soon as practicable of the requirement.  Circumstances in which we may disclose your personal information would be a Court or Tribunal in response to a request or in response to a subpoena or to the Australian Taxation Office.


Our Commitment

Our mortgage broking service is free, however there is a fee for compiling a personal mortgage plan for you. We are dedicated to our clients. We believe in one word: excellence. We think this commitment shows in all our services.
Our commitment to you is to abide by the National Privacy Principles for the protection of personal information as set out in the Privacy Act and any other relevant law.
Direct marketing can be a pain but we may use your personal information to provide you with current information about mortgage loans, special offers you may find interesting, new products or services being offered by us or any company we are associated with, or just a hello to find out how your loan is going and is it still suiting your needs.
If you do not wish to receive marketing information, you may at any time decline to receive such information by contacting our office by telephoning 02 4984 9525 or write to us at PO Box 681, Nelson Bay, NSW, 2315.
It is however, important to our relationship that the personal information we hold about you is accurate and up to date. During the course of our relationship with you we will ask you to inform us if any of your personal information has changed. If you wish to make any changes to your personal information, you may contact us. We will generally rely on you to assist us in informing us if the information we hold about you is inaccurate or incomplete.
We will provide you with access to your personal information we hold about you. You may request access to any of the personal information we hold about you at any time.
To access your personal information that we hold about you, use the contact details specified above.  There is no cost in retrieving and supplying the information to you.