We are bound by the National Privacy Principles and will provide you with financial services in a secure and confidential manner.
The purpose of collecting personal information We may collect and use personal information about you;
To provide you with products, services or information that you might request or reasonably expect
To manage our rights and obligations under applicable laws and regulations
To conduct research, planning, product development, risk assessment and marketing
For other purposes required or authorised by law.
Disclosure of personal information We may share your personal information with;
Any member or affiliate of Kerr Allan Financial Pty Ltd
Any entity carrying out functions on our behalf
Any other entity that we engage to assist in the provision of services requested by you.
You should note that the personal information we collect about you may be disclosed to third parties if required or authorised by law.
Security of personal information We will take reasonable steps to preserve the security of the personal information we collect. All stored personal information is protected from unauthorised access by secure passwords, user login requirements or other security procedures.
Your questions about privacy If you have any questions about our privacy policies, please contact the Privacy Officer by writing to; Privacy Officer Kerr Allan Financial Pty Ltd Level 4, 20 Loftus Street Sydney NSW 2000
Accessing your personal information If you wish to access and update the personal information we hold about you, please contact your Adviser or the Privacy Officer at the address above.
Disclaimer Unless expressly indicated otherwise in the body of this website or email, the information contained in this website or email (including any attachments) has no regard to the investment objectives, financial situation or particular needs of any specific recipient. It is sent solely for general informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. This is based on information obtained from sources believed to be reliable as at the time of compilation. However, no warranty is made as to the accuracy, reliability or completeness of this information. Recipients should not regard this email as a substitute for the exercise of their own judgement or for seeking specific financial and investment advice. To the maximum extent permitted by law, neither Kerr Allan Financial Pty Ltd, or any of its respective directors, officers and agents accepts any liability or responsibility whatsoever for any direct or indirect loss or damage of any kind which may be suffered by any recipient through relying on anything contained in or omitted from this website or email, or otherwise arising out of their use of all or any part of the information contained in this email or website.