Privacy Policy for Safer Business Growth

Last updated: 2nd April 2024

1. Introduction

Safer Business Growth is committed to maintaining the privacy and security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your information when you use our services.

2. Information we collect

We may collect personal information from you when you interact with Safer Business Growth including but not limited to:

• Contact Information: Name, address, phone number, email address.
• Financial Information: Income, assets, liabilities, investment preferences.
• Identification Information: Medicare number, driver’s license, passport, or other identification documents.
• Transaction Information: Details about your financial transactions with us.

3. How we use your information

We use your information for the following purposes:

• Providing Financial Services: To offer financial planning, advisory, and investment management services.
• Communication: To respond to your inquiries, provide updates, and send important notices.
• Compliance: To comply with legal and regulatory requirements.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We may share your information with third parties in the following circumstances:

• Service Providers: We may engage third-party service providers to assist us in providing our services.
• Legal Compliance: We may disclose information if required by law or in response to legal process.

4. Security measures

We take reasonable steps to protect your personal information from unauthorised access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure.

5. Your choices

You have the right to:

• Access and Correct Your Information: You may request access to and correction of your personal information.
• Opt-Out: You can opt-out of receiving marketing communications from us.

6. Updates to this privacy policy

We may update this Privacy Policy periodically. Any changes will be effective upon posting the updated policy on our website.

7. Contact us

If you have any questions or concerns about our Privacy Policy, please contact us at contact@saferbusinessgrowth.com.au

By using our services, you agree to the terms of this Privacy Policy.