Website Privacy Statement
We respect your privacy
- Callie Scheffer Financial Planning respects your right to privacy and is committed to safeguarding the privacy of our clients and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This Policy explains how we collect and handle your personal information.
- “Personal information” is information we hold that is identifiable as being about you.
Collection of personal information
- We may, from time to time, receive and store personal information that you enter on our website, provide to us directly or give to us in other forms.
- You may provide basic information such as your name, phone number, address and email address to enable us to send you information, provide updates, respond to enquiries and deliver our services. We may collect additional information at other times, including, but not limited to, when you provide feedback, provide information about your personal or business affairs, respond to surveys or promotions, provide financial information or communicate with us.
- We may also collect any other information you provide while interacting with us.
How we collect your personal information
- We collect personal information from you in a variety of ways, including when you interact with us electronically or in person, access our website or use our services.
- We may receive personal information from third parties, including referral partners such as mortgage brokers, accountants or other professional advisers. If we do, we will protect it in accordance with this Privacy Policy.
Use of your personal information
- We may use personal information collected from you to provide you with information, updates and services.
- We may also make you aware of new or additional products, services or opportunities that may be available to you.
- We may use your personal information to improve our services and better understand your needs.
- We may contact you using a variety of methods, including, but not limited to, telephone, email, SMS or mail.
Disclosure of your personal information
- We may, from time to time, need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, legal proceeding or request from a law enforcement agency.
- We may disclose your personal information to our employees, officers, insurers, professional advisers, agents, suppliers, subcontractors, licensee, service providers or related parties where reasonably necessary for the purposes set out in this Policy.
- Personal information is only provided to a third party where it is required for the delivery of our services, compliance obligations, professional advice, administration or business operations.
- We may also use your personal information to protect the copyright, trademarks, legal rights, property or safety of Callie Scheffer Financial Planning, its clients, customers or third parties.
- Information that we collect may, from time to time, be stored or processed in, or transferred between, countries outside Australia.
- If there is a change of control in our business, or a sale or transfer of business assets, we reserve the right to transfer, to the extent permitted by law, our client and user databases, together with any personal and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement requiring confidentiality.
- By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by it. Where we disclose your personal information to third parties, we will request that they handle your personal information in accordance with this Policy and applicable privacy laws.
Security of your personal information
Callie Scheffer Financial Planning is committed to ensuring that the information you provide to us is secure. To help prevent unauthorised access or disclosure, we use reasonable physical, electronic and managerial procedures to safeguard and secure your information and protect it from misuse, interference, loss, unauthorised access, modification and disclosure.
The transmission and exchange of information are carried out at your own risk. We cannot guarantee the security of any information that you transmit to us or receive from us. Although we take reasonable steps to safeguard against the unauthorised disclosure of information, we cannot guarantee that the personal information we collect will never be disclosed in a manner inconsistent with this Privacy Policy.
Access to your personal information
You may request details of the personal information that we hold about you in accordance with the Privacy Act 1988 (Cth). A small administrative fee may be payable for providing this information.
If you would like a copy of the information we hold about you, or believe that any information we hold is inaccurate, out of date, incomplete, irrelevant or misleading, please contact us at .
We reserve the right to refuse to provide you with information that we hold about you in certain circumstances permitted under the Privacy Act.
Complaints about privacy
If you have any complaints about our privacy practices or how your personal information has been handled, please send details of your complaint to .
We take complaints seriously and will respond after receiving written notice of your complaint.
Changes to this Privacy Policy
Please be aware that we may change this Privacy Policy in the future. We may modify this Policy at any time at our discretion, and all modifications will take effect immediately upon the updated Privacy Policy being published on our website. Please check this page from time to time to review the current Privacy Policy.
When you visit our website
When you visit our website, we may collect certain information, such as your browser type, operating system, referring website, pages visited and other website usage information. This information may be aggregated and used to analyse how people use the site and to help us improve our website and services.
Cookies
We may, from time to time, use cookies on our website. Cookies are small files that a website uses to identify you when you return to the site and to store details about your use of the site.
Cookies are not malicious programs and do not access or damage your computer. Most web browsers automatically accept cookies, but you can choose to reject them by changing your browser settings. However, doing so may prevent you from taking full advantage of our website.
Our website may, from time to time, use cookies to analyse website traffic and provide a better visitor experience. Cookies may also be used by third-party services, including analytics or advertising platforms, to provide relevant information or improve website performance.
Third-party sites
Our website may, from time to time, contain links to other websites that are not owned or controlled by us. These links are provided for your convenience only.
Links to third-party websites do not constitute sponsorship, endorsement or approval of those websites. Callie Scheffer Financial Planning is not responsible for the privacy practices of other websites. We encourage users to read the privacy statements of any website that collects personally identifiable information.