Personal Information

We collect personal information that is required to offer or provide our services to you, to maintain our relationship with you or is required under various laws and regulations that govern our business.  Naturally we consider this information to be confidential and take all reasonable steps to protect it under Bob Templeton Financial Group Pty Ltd's Privacy Policy.

Purpose of collecting personal information

Your personal information will be utilised to: provide you with a product or service; administer your account and our business relationship; manage our rights and obligations in relation to external payment systems; conduct market or customer satisfaction research; develop and identify products and services that may interest you (unless you ask us not to) and provide you with information about other products and services we offer.  If at any time you do not wish to receive information about other products and services, please inform your adviser in writing or contact our Privacy Officer.

Disclosure to Third Parties

We may share your personal information with our affiliates, business units, agents, contractors, insurers, advisers, and other organisations when we believe it will enhance the services we can provide to you or, where necessary, to carry out your instructions.  This is only done in circumstances where such sharing conforms to law, any applicable confidentiality agreements, out policies and practices, or where a client has consented to such a sharing.

Providing the information

It is not compulsory to provide certain personal information requested by us.  However, if some of the personal information is not provided by you, we may not be able to advise you, or the advice we give you may not have regard to your investment objectives, financial situation or particular needs.

Access to your information

You can correct and update the personal information we hold about you by contacting, in writing, your adviser or our Privacy Officer.  If you wish to access and review personal information, you must submit a written request outlining the relevant terms of reference for attention of the Privacy Officer.  We will endeavour to process and respond to requests in a timely manner.

Contacts

You may at any time request a copy of our Privacy Policy from our Privacy Officer.  If you have any questions regarding Bob Templeton Financial Group Pty Ltd Privacy Policy or how your information is treated, please contact the Bob Templeton Financial Group Pty Ltd Privacy Officer in person, in writing at Level 8, 175 Eagle Street, Brisbane Qld 4000, by telephone (07) 3026 3600 or by facsimile (07) 3026 3699