Privacy Policy

We understand that your privacy is important. Please read our website privacy statement for a summary on how we collect and use information.

Our commitment.

At Newealth Pty Ltd ABN 61 091 100 275, we recognise that your privacy is important to you. Newealth Pty Ltd is committed to ensuring the security of personal information about its clients, employees and other relevant parties.

This Privacy Statement briefly describes how Newealth Pty Ltd collects, manages, and discloses personal information to ensure compliance with the Privacy Act 1988 (Cth) (‘Privacy Act’) and the Australian Privacy Principles in Schedule 1 of the Privacy Act. Access to our Privacy Policy or more information regarding our processes and procedures to manage personal information can be obtained by contacting us through the following information:

Telephone: 02 9267 2322

This Privacy Statement applies to all representatives and employees of Newealth Pty Ltd on an ongoing basis. Our website disclosing our privacy framework is subject to change.

Collection and use of personal information:

Personal information may be collected directly or through our services. Information will only be collected that is reasonably necessary for, or directly related to one or more of our services. Personal information may also be collected from agents or relevant third parties for the purposes of performing our functions. The relevant information that we collect includes and is not limited to obtaining your personal and financial information to perform our financial advice services and better understand your financial goals and needs.

Newealth Pty Ltd may also collect, use and disclose information for relevant related purposes such as:

• Complying with legal obligations;
• Assisting with questions and complaints;
• Arranging for services to be provided by third parties; and
• Administering and managing internal operations relevant to our services.

Sensitive information:

Newealth Pty Ltd will not request sensitive information unless it is deemed reasonably necessary for, or directly related to one or more of our services and your consent is obtained.

Sensitive information is any information or opinion about an individual’s racial or ethnic origin, political opinion, membership of a political association, religious beliefs or affiliations, philosophical beliefs, membership of a professional or trade association, membership of a trade union, sexual preferences or practices, criminal record or health information.

Disclosure of information:

Newealth Pty Ltd may share your personal information with other entities and third parties. This will vary according to the product or service involved but will be determined on a reasonable basis that is associated with, or directly related to our services. This may include and is not limited to:

• An agent or any person acting on your behalf which may include your solicitor, accountant, executor, trustee, or guardian;
• Organisations that assist with certain business functions such as auditors or compliance consultants; and
• Legal administrative bodies, insurers, tribunals and dispute resolution organisations

Information may also be disclosed to third parties where you have provided your consent or where you would reasonably expect Newealth Pty Ltd to disclose information to the third party.

Security and retention of information:

Newealth Pty Ltd take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access or disclosure. Subject to relevant legislative and regulatory requirements, Newealth Pty Ltd will not retain personal information if it is no longer required to provide our services.

Complaints about privacy:

If you have any queries or concerns about your privacy, or how your personal information has been collected and managed please contact your adviser. If you are dissatisfied with Newealth Pty Ltd or with our services, please contact the Responsible Manager of Newealth Pty Ltd using the information below:

Title Responsible Manager of Newealth Pty Ltd
Contact Mr Dejan Pekic
Phone 02 9267 2322

Newealth Pty Ltd will provide a response no later than 30 calendar days after receiving the complaint. If you are not satisfied with the response, you may direct privacy complaints related to financial advice to the Australian Financial Complaints Authority (AFCA) using the information below:

Mail GPO Box 3, Melbourne, VIC 3001
Phone 1800 931 678
Email info@afca.org.au
Website www.afca.org.au
Newealth Pty Ltd AFCA membership 10713

If you are unsatisfied with Newealth Pty Ltd’s response, you may also lodge your complaint with the Office of the Australian Information Commissioner (OAIC) by completing an online privacy complaint form found on the OAIC website or by completing and sending their prescribed privacy complaint form to the following details:

Mail: GPO Box 5288, Sydney NSW 2001
Fax: +61 2 6123 5145