The personal information that Warrington Scott may need to collect about you will depend on the type of services and products that you make use of and the requirements of external services and/or product providers that you utilise. Requests for such information (by external product providers in particular) will usually be contained in application forms. The information required may include, but not be limited to: your name, address, email, mobile or phone number, age, current investments, future financial goals and health related information (essential for insurance purposes).
In addition, in accordance with the AML/CTF Act, Warrington Scott is required to undertake identification procedures requiring personal information.
Warrington Scott records all its telephone conversations for verification purpose. All incoming callers are advised about this. If you do not want your phone call to be recorded, please let us know at the start of the call.
Warrington Scott understands and appreciates that that you may be concerned about the confidentiality of personal information that is collected from you in order to provide you with financial and insurance services and advice.
Accordingly Warrington Scott:
The use and disclose of personal information collected from you by external product providers in their application forms will be governed by their privacy statements which are usually set out in the provider’s Product Disclosure Statement.
Warrington Scott takes all reasonable steps to preserve the security of the personal information it collects. All stored client information is protected from unauthorised access through the use of secure passwords and user log-ons and other physical security procedures. These include the use of a secure destruction service for discarded documents.
You are able to access and update the personal information that Warrington Scott holds. To view or amend personal information that we hold, please contact us on 02 9386 5968.
Warrington Scott takes all reasonable steps to ensure that the personal information which we collect, use and disclose is accurate, complete and up‑to#8209;date.
If you have any questions, feedback or complaint regarding any privacy issues, please contact the Director at Daniel@ws.net.au or write to the following address:
The Compliance Officer
Warrington Scott Pty Limited
PO Box 1509
BONDI JUNCTION NSW 2022