Please note that if at any time Prosperitus is required by law to release information about you or your organisation, Prosperitus must cooperate fully.
Prosperitus collects information ('the information') about you in several different ways.
The information can be provided by you upon commencement of your work or during the engagement. In most cases, Prosperitus will collect your name, contact details and financial information prior to our engagement.
Prosperitus collects information when you engage the organisation so that Prosperitus may provide you with a financial plan and other primary purpose services.
Prosperitus may collect information via telephone, fax or email.
When you post Prosperitus information, we may store the contents to help in the preparation of your financial plan or the purchase and sale of your investments. We may record your postal address, email address or fax number, and contact you and send you our newsletters.
When you submit information to our site, Prosperitus will collect personally identifiable information from you that may include your name, business and company name, email address, residential and business addresses and other such information necessary to provide you with the services offered by the site.
As a general principle, Prosperitus will only collect personally identifiable information that is needed to operate the site, to provide you with the services offered by the site, and to communicate to you information and services that Prosperitus believe would be of interest to you.
Prosperitus automatically collects IP addresses and website usage information from visitors to the site. This information helps us to evaluate how visitors and subscribers use and navigate the site on an aggregate basis, including the number and frequency of visitors and subscribers to each web page and the length of their visits.
Prosperitus will be unable to advise you accurately or offer the service requested.
Prosperitus collects the information to provide you with a specific service. For example, we may use the information you provide us to complete your financial plan and other related services.
Prosperitus also uses the information to send you information (either by email, fax or post) that you request. If at any time you receive material that you did not request or do not want to receive such material any more, please contact us.
Prosperitus may use the information you provide on our website for the purposes for which you specifically provided the information, including providing you with feedback or advice about services offered by Prosperitus or informing you about upcoming seminars, events and conferences.
Prosperitus will not sell, trade or otherwise supply to third parties any personal information obtained from you unless you consent.
Prosperitus will only disclose this information to government bodies if required to by law.
Prosperitus may provide personal information to MGI White Hancock to allow the firm to complete the financial statements, income tax returns or other matters that you have requested they attend to.
Prosperitus does not engage subcontractors and therefore will not provide any personal information to them.
Information may be disclosed to stockbrokers and fund managers to facilitate investment transactions.
Prosperitus develops aggregate (i.e. not individual) reports, which incorporates some of the information. The reports are for use by our business partners. However, these reports do not include any personally identifiable information.
Prosperitus has security measures designed to protect against the loss, misuse and/or alteration of the information under its control.
These security measures are:
Prosperitus gives you the following options for accessing and modifying information previously provided.
You can make a complaint at any time by contacting Prosperitus, who will seek to resolve your complaint. If you are not satisfied with the licensee response to your complaint, you may contact:
Director of Complaints
Office of Federal Privacy Commissioner
GPO Box 5218
Sydney NSW 1042
If you have any questions about this collection statement, you should contact Vanessa Martin at Prosperitus.