Privacy Policy

In this Privacy Policy:

This policy covers OakView Financial Pty Ltd ACN 629 420 391 and all its related companies, including their subsidiaries (“OakView Australia”) and related body corporate, which includes all our superannuation, insurance and broking organisations.

Website means the domain name www.oakviewfinancial.com.au and any sub-domains.

You/Your means any person who accesses our Website or contacts us in person or by phone with regard to the products and services provided by us.

Commitment to Privacy

We are genuinely committed to protecting your privacy. This Privacy Policy sets out how we collect, manage and use the personal information we gather from our potential and current customers, suppliers, clients and anyone else who might access the Website or use our services. We are bound by the Privacy Act 1988 (the Act), the Australian Privacy Principles (APP) and the Credit Reporting Privacy Code (CR Code).

Our Privacy Policy deals with:

  • how we collect information;

  • how we use and disclose any information we collect;

  • how we protect the personal information we collect;

  • how you can access the personal information we may hold about you;

  • how to make a complaint about a privacy breach under this policy; and

  • how we will deal with breach of privacy complaints.

We value your privacy, and as such, we have taken the necessary precautions to comply with the Act, APP and CR Code.

 Type of Information Collected

The types of personal information that we collect typically includes your:

  • legal name;

  • contact details (such as address, business address, telephone and email);

  • date of birth;

  • occupation and employment information;

  • references;

  • business information;

  • financial information (such as assets, liabilities, income and expenditure, account details, books of account, profit and loss statements, financial intelligence, sales records, budgets, targets, performance measures and other data);

  • financial information such as assets, liabilities, income and expenditure;

  • complaint details; and

  • involvement as a party in pending and completed legal proceedings.

Collecting Personal Information

We collect personal information for a number of reasons, however the main reasons why we may collect personal information from you are:

  • to process transactions;

  • to identify or contact you;

  • to improve our Website and customer service by receiving feedback on our products and services;

  • to assist us in responsibly marketing our services;

  • to assist in the preparation and co-ordination of the newsletters that we send from time to time;

  • so that we can communicate with our customers, suppliers and other persons or organisations that we do business with;

  • comply with all relevant laws and regulations.

We may collect personal information from you in a number of different ways for example:

  • when you allow us to access your records or data;

  • when you provide us with information;

  • when you apply for, purchase or utilise any of our products;

  • when you provide your details through our Website or any similar publications;

  • when you request information from us about our products and services; or

  • if you fill out any of our surveys or marketing material.

Anonymity and Pseudonymity

You can deal with us anonymously when it is lawful and reasonably practicable to do so. For example, when making general enquiries about our products or services that do not involve the completion of an application for our products or services.