Beyond Wealth's Privacy Statement
Beyond Wealth Finacial Planning abides by the Privacy Amendment (Private Sector) Act 2000 and the National Privacy Principles, and we value your privacy and maintain strict confidentiality about your personal and financial details. We will not divulge information about you to any person or organisation except as required under law, or to facilitate your investments, or following your written instructions.
10 national privacy principles
We strictly adhere to the 10 National Privacy Principles and the Privacy Amendment (Private Sector) Act 2000. These principles can be found here and cover the following areas:
- How we collect information information about you
- Use & disclosure of that information
- Data quality (ie keep data on you accurate, complete & up-to-date)
- Data security (ie keep secure your information against loss, misuse, unauthorised access, modification or disclosure)
- Openness
- Access & correction
- Identifiers
- Anonymity
- Trans-border data flows
- Sensitive information
Accreditation
Quantum Financial Services Australia Pty Limited ('Quantum') holds a national Australian Financial Services Licence (AFSL 239200) is a principal member of the Financial Planning Association of Australia (FPA) and all of our advisers are bound by the FPA’s strict Code of Ethics and Rules of Professional Conduct. Quantum is also a principal member of the Boutique Financial Planning Principals Group. Quantum is also a nationally accredited Registered Training Organisation (RTO 90281).
