Privacy Policy

We are required pursuant to the Corporations Act, certain regulations issued by ASIC, and the Rules of Professional Conduct of the FPA, of which this adviser is a member, to collect information about you for the purpose of providing you with the following services:

• Preparation of your financial plan;

• Providing and managing your product and or services;

• Reviewing your investments and insurances;

• Other activities as directed by you; and or

• Running our business efficiently.

We will from time to time disclose information about you to authorised representatives of 3P Wealth and to other professionals, insurance providers, superannuation trustees and product issuers in connection with the purposes detailed above.

We may also provide information about you to overseas entities, our Regulators and the Financial Planning Association. By using our products or services, you consent to the collection and use of the information as described in our full Privacy Policy located on the footer of our website home page. This policy also details:

• How you can access the personal information we hold about you and ask for it to be corrected,

• How you may complain about a breach of the Australian Privacy Principles or a registered privacy code and how we will deal with your complaint; and

• How we collect, hold, use and disclose your personal information in more detail.

By asking us to assist with your financial needs and proceeding to engage our services, you consent to the collection and use of the information you have provided us as detailed in our full Privacy Policy located in the footer of our home web page. www.3pcorp.com.au

If you prefer a hard copy, please let us know and we can provide this free of charge.

Please note we will update our privacy policy from time to time.