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PRIVACY POLICY
Prosperitus offers Pro-active personalised financial advice from a certified financial planner.

“Prosperitus look after all my finances including shares and my (late) husband’s superannuation payments. They are very good and explain things in detail,”
Jan Menadue.


PRIVACY POLICY AND COLLECTION STATEMENT


YOUR PRIVACY IS IMPORTANT TO US

  1. Prosperitus Pty Ltd (“Prosperitus”) has created this Privacy Policy and Collection Statement (together referred to as “this Privacy Policy”) in order to demonstrate its firm commitment to privacy.
  2. Prosperitus is bound by the Privacy Act and the National Privacy Principles.
  3. Prosperitus will update our Privacy Policy as required. If it is changed, the changes will be posted on our website www.prosperitus.com.au so that you are always aware of the sort of information collected, how the information may be used, and under what circumstances it may be disclosed by Prosperitus.
  4. P lease note that if at any time Prosperitus is required by law to release information about you or your organisation, Prosperitus must cooperate fully.
  5. This Privacy Policy does not apply to acts or practices of Prosperitus that are directly related to employee records of current or former employees.

WHAT SORT OF INFORMATION DOES PROSPERITUS COLLECT?

  1. Prosperitus collects information ("the Information") about you in several different ways:


The information can be:

a. 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.

  1. Prosperitus collects information when you engage the organisation so that Prosperitus may provide you with a financial plan and other primary purpose services;
  2. Prosperitus may collect information via telephone, fax or email. 
  3. 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 or fax number and contact you and send you our Newsletters. 
  4. When you send Prosperitus an e-mail, we may record your email address and contact you and send you our Newsletters.

WHAT INFORMATION DO WE COLLECT FROM OUR WEBSITE?

When you submit information to our Site, Prosperitus will collect personally identifiable information from you that may include your name, business and company name, e-mail address, residential and business address 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 collect IP addresses and web site usage information from visitors to the Site. This information helps us 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.

WHAT HAPPENS IF YOU DO NOT PROVIDE THE INFORMATION?

  1. Prosperitus will be unable to advise you accurately or offer the service requested.
  2. 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.

WHY DOES PROSPERITUS COLLECT THE INFORMATION AND HOW IS YOUR INFORMATION USED BY PROSPERITUS?

  1. Prosperitus also uses the Information to send you information (either by e-mail, 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.
  2. Prosperitus may use the Information you provide on our Website for the purposes for which you specifically provided the information, including providing you with feed back or advice about services offered by Prosperitus or informing you about upcoming seminars, e vents and conferences;

WHO DOES PROSPERITUS DISCLOSE PERSONAL INFORMATION TO?

  1. Prosperitus will not sell, rent, trade or otherwise supply to third parties any personal information obtained from you unless you consent.
  2. Prosperitus will only disclose this information to government bodies if required to by law.
  3. Prosperitus may provide personal information to MGI White Hancock to allow the firm to complete the financial statements, income tax return or other matters that you have requested they attend to.
  4. Prosperitus does not engage subcontractors and therefore will not provide any personal information to them.
  5. Information may be disclosed to stockbrokers and fund managers to facilitate investment transactions.
  6. Prosperitus develops aggregate (ie. not individual) reports, which incorporate some of the Information. The reports are for use by our business partners. However, these reports do not include any personally identifiable information.

HOW WILL PROSPERITUS KEEP YOUR PERSONAL INFORMATION SECURE?

  1. Prosperitus has security measures designed to protect against the loss, misuse and/or alteration of the Information under its control.

 These security measures are:

  1. Restricted Access: Our computer network is protected by a password system with regular changes, which are enforced.
  2. Anti-virus software is installed and is updated daily.
  3. Our servers (main data storage areas) are protected from loss of power by Uninterruptable Power Supply units.
  4. Computer operating system updates are installed regularly to maintain a high level of data protection.
  5. Prosperitus have installed an Internet Firewall to protect our computer network against computer hackers and intruders.

f. Prosperitus have clauses in employee agreements requiring confidentiality

CORRECTING & UPDATING YOUR PROFILE

Prosperitus gives you the following options for accessing and modifying Information previously provided:

a. You may gain access to Information that Prosperitus has collected about you, by contacting the person named below. Prosperitus will not charge you for responding to such a request, unless we incur costs in providing the information.

b. You may also contact us via Mail Fax, or Email to notify us of any corrections/updates to the information we hold.

HOW DO I MAKE A COMPLAINT?

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

CONTACTING

If you have any questions about this Collection Statement, you should contact: Ms Vanessa Martin.

 

 
 

Copyright 2005