Privacy Policy

Canterbury Partners Pty Limited and its related entities (“Canterbury Partners”) understand the importance of protecting your rights to privacy. In handling personal information, Canterbury Partners is subject to the Privacy Act 1988 and complies with the ten National Privacy Principles in the Act.

As a client of Canterbury Partners, we have a duty to you to maintain strict confidentiality in respect of your affairs.

This policy describes the way Canterbury Partners collect, use and disclose your personal information and your rights in relation to our management of your personal information. We may update this policy from time to time.

Why do we need your personal information?

We collect your personal information to assist us in providing the best possible financial services to you. As part of providing our services to you, we may collect your personal information to give you the option of receiving our updates and publications, and to invite you to information sessions and other Canterbury Partners functions.

What kinds of personal information do we collect?

Personal information is information that identifies an individual. During the provision of our services, we may collect your personal information. Generally the kinds of personal information we collect are your name, address, telephone number, e-mail address and personal information contained in the following documents:

  • financial documents;
  • documents relating to your investments; and
  • any other personal document you provide to us.

A failure to provide your personal information may affect our ability to assist you.

How do we collect your personal information?

Generally, we collect your personal information from you. There may be occasions when we collect your personal information from other sources such as from an information service provider or a publicly maintained record.

Who do we disclose your personal information to?

We disclose your personal information for the purposes for which we collect it. That is, to provide financial services to you. In providing our services, we may disclose your information to third parties that we engage to perform administrative or other services. Such disclosure is always on a confidential basis. We may also disclose your information where it is necessary in the handling of any of your financial work, with your consent, or if disclosure is required by law.

Security of your personal information

Canterbury Partners takes all reasonable steps to ensure that the personal information that we hold is protected against misuse, loss, unauthorised access, modification or disclosure. We hold personal information in both hard copy and electronic forms in secure databases on secure premises, accessible only to authorised staff.

Can you access the personal information we hold about you?

You have a right to access the personal information we collect and hold about you. In most cases, a summary of your personal information, such as your name, contact details and the matters in which we act for you, are available at no fee. If providing you with such access requires a more detailed retrieval of your information, a fee may be charged for the cost of such retrieval and supply of information.

If at any time you would like to access or change your details, or you would like more information on our approach to privacy, please contact Emily Charters on +61 3 9250 3866