Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
Privacy
'We', 'us' and 'our' refer to: Open Financial Services Pty Ltd and its Employee Representatives and Authorised Representatives.
'You' and 'your' refer to: The individual whose information we collect and hold for our purposes.
We collect personal information (including customers' full name, address and contact details) so that we may administer our customer
relationships and provide customers with the products and services they request.
Where it is necessary to do so, we also collect information on individuals such as company directors and officers (where the company is our customer), as well as customers' agents and persons dealing with us on a 'one-off' basis.
The law can also require us to collect personal information, eg. Commonwealth legislation requires us to identify persons who open or operate accounts.
You must provide us with accurate and relevant information.
If you provide us with incomplete or inaccurate information, we may not be able to provide you with the products or services you are seeking.
Personal information may be disclosed to:
if you have life insurance arranged by us; the life insurance company and its officers who you are applying for cover with or already hold cover with.
if you have superannuation or managed investments; external product providers into which you might direct some of your investment, other product providers to which your investment might be transferred.
In all circumstances where our advisers and staff may become aware of personal information, confidentiality arrangements apply. Personal information may only be used by our advisers and staff for our purposes.
We may be allowed or obliged to disclose information by law, e.g. Under Court Orders of Statutory Notices pursuant to taxation or social security laws.
Open Financial Services Pty Ltd
1300 780 690
Australian Financial
Services Licencee
