Our privacy assurance to you

At Maximum Wealth Strategies your privacy is important to us. Privacy laws apply to how we collect, maintain, use and disclose your personal information, the following explains how these laws affect Maximum Wealth Strategies and you, including:

  • the types of information that we keep on record and how we may use that information
  • your privacy rights along with our general rights and obligations
  • our policies in relation to how we collect, maintain, use and disclose your personal information.
  • Other privacy statements

When you apply for a new product or service offered, the application form will include notices about privacy and requests for consent. Those privacy notices (called privacy statements) will specify in more detail how any information about you may be used or disclosed in relation to the particular product or service. When you apply for or use one of these products or services, you consent to us collecting, maintaining, using and disclosing personal information about you (provided by you or by another person) in accordance with the privacy statements in the application forms.

What rights do we have to disclose personal information?

Generally, we must obtain your consent before we tell anyone about you, or your investments. You can give us your consent expressly (by telephone or writing to us) or it may be implied by your conduct

How we protect the security of your information

We take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure. We have physical, electronic and procedural safeguards to protect your information held by us. For example, your personal information is stored in secured office premises, in electronic databases requiring logins and passwords for access. We require all staff to maintain the confidentiality of your personal information.

What are your rights?

Unless required by law (for example to comply with a legal duty of disclosure when applying for an insurance product) you need not give us any of the personal information about you or any other person which may be requested in our communications with you. However, without that information, we may not be able to process an Application, fulfil your requestor provide you with an appropriate level of service.

Where we collect information from you about another individual, for example your nominated beneficiaries, please make that individual aware of that fact and the contents of this Privacy Brochure.

Marketing opt-out

If you do not want the benefit of receiving information about products and services (which may be supplied by any member of the Asgard Wealth Solutions Group or other suppliers which we think may be of value or interest to you) then please tell us. You can do this at any time by either writing to us or telephoning us at Maximum Wealth Strategies.

For further information about privacy, please refer to the Australian Privacy Commissioner's website.