Forsberg Financial Privacy Policy
Last updated: 19/9/2024
1. Introduction
Forsberg Financial ("we", "our", or "us") is committed to protecting your privacy and ensuring the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information.
2. Information We Collect
We may collect the following types of personal information:
Name, contact details, and identification information
Financial information, including income, expenses, and assets
Employment information
Tax file numbers (where authorized)
Information about your financial needs and objectives
3. How We Collect Information
We collect personal information directly from you when you:
Complete our forms or applications
Communicate with us via phone, email, or in person
Use our website or social media platforms
We may also collect information from third parties, such as your accountant or lawyer, with your consent.
4. Use of Personal Information
We use your personal information to:
Provide financial advice and services
Comply with legal and regulatory requirements
Improve our services and communicate with you
Conduct market research and analysis
5. Disclosure of Personal Information
We may disclose your personal information to:
Financial product providers
Our authorized representatives and employees
Government bodies and regulators
External service providers (e.g., IT services, compliance auditors)
We will not sell or rent your personal information to third parties.
6. Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
7. Access and Correction
You have the right to access and correct your personal information. Please contact us to request access or make corrections.
8. Changes to This Policy
We may update this Privacy Policy from time to time. The most current version will be posted on our website.
9. Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Forsberg Financial Pty Ltd
PO Box 3403 Tuggerah NSW 2259
Phone: 0423 726 982
Email: adam@forsbergfinancial.com