Privacy Policy

Accuracy of information
AXIS Financial Group takes all reasonable precautions to ensure that the personal information we collect, use and disclose is accurate complete and up to date. To ensure we maintain this level of accuracy and completeness, we  recommend that you:
(1) inform us of any errors in your personal information as soon as possible:
(2) update us with any changes to your personal information as soon as possible

How do I request access to personal information you hold about me?
You can request access to the personal information we hold about you by calling or writing to AXIS Financial Group. In some circumstances, however, we do not have to provide you with that information. You will need to give full details of what you would like to know or see. If you contact us by telephone, we will ask you questions to help us identify you. We do this to protect the confidentiality of your personal information.

Some exceptions exist where we will not provide you with access to your personal information if:

• providing access would pose a serious threat to life or health of a person;
• providing access would have an unreasonable impact on the privacy of others;
• the request for access is frivolous or vexatious
• the information is related to legal proceedings between us and would not be discoverable in those proceedings;
• providing access would reveal our intentions in relation to negotiations with you in such a way as to prejudice those negotiations;
• providing access would be unlawful;
• denying access is authorised by or under law;
• providing access would be likely to prejudice operations by or on behalf of an enforcement body requests that access be provided on grounds of national security.

Should we refuse you access to your personal information, we will provide you with a written explanation for that refusal.

Please contact our Privacy Officer if you wish to complain about any breach or potential breach of your privacy rights. Your complaint will be responded to within 7 days. If you are not satisfied with the outcome of your complaint, you are entitled to contact the Office of the Privacy Commissioner.

Privacy
As an experienced and well-regarded financial services organisation, we have always protected the privacy of our clients. The information we collect is only used to meet our responsibilities as your adviser.
We collect personal information from you so that we can provide superannuation, financial planning and/or insurance services. We only ask for information where it is necessary, as outlined in our Privacy Statement. If the information is not provided we may not be able to provide advice or other services to you.

Our Privacy Statement describes the procedures we follow for collecting, using and disclosing the personal information we may hold about you. Please click here to download a copy of this Statement.

How can you give us instructions?
You may provide us with information in meetings or by telephone or email. However, we generally only act on written investment instructions.