Your privacy – our commitment to you
Seet Advisory Pty Ltd respects and upholds your rights to privacy protection under the Australian Privacy Principles (APPs) contained in the Privacy Act 1988. At Seet Advisory, we are committed to ensuring the privacy of your personal information. This Privacy Policy explains how we handle personal information and comply with the requirements of the Privacy Act.
Collection of Personal Information
We only collect and hold personal information that is necessary for one or more of our business functions or activities, which may include:
- Providing you with financial planning advice, taxation advice, and ongoing service
- Complying with legal, statutory, and regulatory obligations
- Contacting you about products and services that may be of interest to you
- Managing any complaint, investigation, or inquiry in which you are involved
You have the right not to provide personal information to us. However, if you do not provide the information we seek, it may limit our ability to provide you with appropriate financial advice.
Whenever reasonable and practicable, we collect your personal information directly from you. This may occur when you deal with us by telephone, email, letter, or through our website. We may also receive information from third parties such as government agencies, with your consent or as permitted by law.
The information we collect may include:
- Your name, contact details, and date of birth
- Employment details and history
- Financial details including assets, liabilities, income, expenditure, insurance, and superannuation
- Investment preferences and risk tolerance
- Family circumstances and social security eligibility
- Other information necessary for providing advice
In some cases, we may collect sensitive information (e.g., health details) with your consent and only if reasonably necessary for our services.
Use and Disclosure of Personal Information
We may use and disclose your personal information for the purposes for which it was collected. We will not use or disclose your information for any other purpose without your consent, unless permitted by law.
We may disclose your information to:
- Service providers engaged by us
- Related entities
- Government or regulatory bodies such as the ATO
- A person authorised to act on your behalf
We may use your information for direct marketing of our services, including by email, where you have consented or would reasonably expect such use.
Use of Artificial Intelligence (AI)
To enhance productivity and efficiency, Seet Advisory may use AI-powered tools and technology for administrative support, data processing, and improving client service delivery.
Important:
- AI is used only as a support tool and not for critical strategic decision-making.
- All financial advice, strategic planning, and recommendations are reviewed and approved by qualified professionals.
- We take reasonable steps to ensure that any AI systems used comply with privacy and security standards.
Cross-Border Disclosure
In providing our services, we may disclose information to overseas recipients for processing, backup, or support services. Where this occurs, we will take reasonable steps to ensure the overseas recipient does not breach the APPs, unless an exception applies under the Privacy Act.
Keeping Your Information Up to Date
We take reasonable steps to ensure your personal information is accurate, complete, and up to date. Please contact us if your details change or if you believe the information we hold is incorrect.
Access and Correction
You may request access to the personal information we hold about you by contacting us. We will provide access within a reasonable time unless an exception applies under the Privacy Act. We may charge a reasonable fee for providing access.
If you believe your information is inaccurate or incomplete, you may request correction, and we will take reasonable steps to update it.
Security of Your Information
Your personal information may be stored in hardcopy or electronically. We take reasonable steps to protect it from misuse, loss, and unauthorised access. When no longer required, we will destroy or de-identify the information in accordance with the Privacy Act.
Website and Online Interactions
If you request information via our website or contact us by email or phone, we may use your details to:
- Send requested information
- Respond to your queries
- Monitor and improve our services
- Conduct internal analysis
Contact Us About Privacy
You can contact us if you:
- Wish to access, update, or correct your personal information
- Do not wish to receive direct marketing communications
- Require further information about how we handle personal information
- Have a complaint or concern about privacy
We take privacy concerns seriously and will address them promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.
Contact Information
Seet Advisory Pty Ltd
Email: info@seetadvisory.com.au
Phone: 0421600066
Address: Level 2/1024 Ann St, Fortitude Valle QLD 4006
