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Privacy Policy

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InvestSMART is committed to safeguarding your privacy online!

InvestSMART Financial Services Pty Ltd (InvestSMART) has created this privacy statement in order to demonstrate our firm commitment to privacy. We value your trust, and aim to help you manage and build wealth over a long period. The protection of your personal information is a vital part of this relationship. It is supported by our I.T. systems and experience of keeping personal information confidential. The following discloses our information gathering and dissemination practices for this website: www.InvestSMART.com.au

InvestSMART will collect personal information about you to provide you with the products and services you request as well as information on other products and services offered by us. Such personally identifiable information may be collected from the registration process for subscription or services and in connection with content submissions such as in the 'Portfolio Manager', product requests or downloads, suggestions and transactional areas.

Upon request, InvestSMART will allow you to "opt out" of further promotional contacts at any time. However, notwithstanding any "opt out" of promotional information by you, InvestSMART reserves the right to contact you regarding your account status, changes to your subscriber agreement and other matters relevant to the underlying service and/or the information collected.

InvestSMART reserves the right to perform statistical analyses of user behaviour and characteristics in order to measure interest in and use of the various areas of the site and to inform advertisers of such information as well as the number of users that have been exposed to or clicked on their advertising banners.

Disclosure of your personal information to other parties

It may be necessary for us to disclose your personal information to certain third parties in order to assist InvestSMART in providing the best services and products to our members. Examples of the types of organisations to which we may disclose your personal information include, but are not limited to:

  • Organisations undertaking compliance reviews;
  • Organisations undertaking reviews of the accuracy and completeness of our information;
  • Our solicitors, valuers and insurers;
  • Organisations providing mailing services, marketing bureau services (eg, telemarketing) and printing our standard documents and correspondence;
  • Organisations maintaining our information technology systems and providing information technology services;
  • Organisations providing analysis and research;
  • Organisations engaged to provide specific financial products.
We will only disclose your personal information to these organisations to enable them to undertake specified services.

You should be aware that InvestSMART might sometimes permit third parties to offer subscription and/or registration-based services through the www.InvestSMART.com.au site. InvestSMART is not responsible for any actions or policies of such third parties and you should check the applicable privacy policy of such party when providing personally identifiable information to them.

Upon request, InvestSMART will use reasonable efforts to allow you to update/correct personal information previously submitted which the you state is erroneous to the extent such activities will not compromise privacy or security interests. InvestSMART will also use commercially reasonable efforts to functionally delete your personal information if you request from its database; however, it may be impossible to delete your entry without some residual information because of backups and records of deletions.

Access to the database containing personal information is restricted to InvestSMART staff members with direct responsibility for customer service or management of the website. Authorised staff members are not allowed to pass on information about members to non-authorised staff without the express permission of the managing director.

InvestSMART reserves the right to change this policy at any time by publishing on its website the existence of a new privacy statement. This statement and the policies outlined herein are not intended to and do not create any contractual or other legal rights in or on behalf of any party.

Choice/Opt-Out

Our site provides users the opportunity to opt-out of receiving communications.

This site gives users the following options for removing their information from our database:

1.  You can remove yourself through the DIY unsubscribe facility located here
2.  You can send email to admin@investsmart.com.au (for general comments and enquires).
3.  You can call the following telephone number: 1300 880 160 (International Calls: +61 2 8966 9511)
4.  You can log onto the site and remove or update your personal details on the My Details page.

Contact Details

 

InvestSMART Financial Services Pty Ltd

Australian Company Number (ACN) : 089 038 531
Australian Business Number (ABN) : 70 089 038 531
Australian Financial Services Licensee (AFSL # : 226435)More information...
Postal Address GPO Box 4477
Sydney NSW 2001
Australia
Telephone   1300 880 160 (International Calls: +61 2 8966 9511)
Facsimile   1300 880 260 (International Calls: +61 2 8966 9522)
Website www.investsmart.com.au
Email admin@investsmart.com.au

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