GBST WealthConnect OpCo Pty Ltd ABN 63 667 499 292 is committed to your privacy and safeguards your personal information carefully. We respect and value the privacy of everyone who visits the Advice Intelligence website and will only collect and use personal information in ways that are described here, and in a manner that is consistent with our obligations and your rights under the law in relation to our Advice Intelligence business.
In this Policy, personal information is any information that could identify you or be used to establish your identity.
We provide Advice Intelligence software and related support and maintenance services (“Services”) to organisations, such as financial planning firms or independent financial advisers, to help those organisations provide their services to their own clients.
This Policy relates to information we collect when you use our Services or interact with us in relation to our Services.
By using this website or entering into an agreement with us or otherwise providing us with your personal information, you agree to the terms of this Policy.1. Why do we need your personal information?
We collect, hold, use and disclose personal information so we can establish, manage and administer our Services, to carry out business functions and comply with legal and regulatory obligations. We may also use and disclose your information for purposes related to our Services such as:
We may ask for a range of personal information limited to what we need that may include name, contact details, financial information, employer, user IDs and passwords, records of communications between us and yourself, applications or devices you use to access our Services. If you join our social media communities, we have access to your publicly visible details, which may include your name and photo.3. How do we collect personal information?
Most of the personal information we collect will be directly from you. We collect and hold personal information for business purposes in a variety of ways, for example:
Sometimes we may collect information about you from a third party, such as a contractor and agents, referees or from publicly available sources. We collect information from third parties when we work with service providers who you have entered into an agreement with, or from publicly available sources for the purposes of providing you with the Services.
You may visit our website anonymously, or by using a pseudonym, and can refuse to supply Personal Information where it is lawful and practicable to do so. However, if you do so it may prevent you from engaging in certain activities and/or accessing the Services.4. Who do we share personal information with?
From time to time, we may share your personal information with other entities both within and outside of the GBST group. The entities we might share your personal information with vary and can include:
Wherever possible, we will anonymise and de-identify Personal Information before it is disclosed to a third party.5. Do we send personal information to overseas recipients?
Some of the entities we share information with may be located in, or have operations in, other countries. This means your information might end up stored or accessed in overseas countries including the United Kingdom and Vietnam.
When we send your personal information to overseas recipients, we make sure appropriate data handling and security arrangements are in place.6. How do we market our software and services?
From time to time, we may use or disclose your Personal Information to inform you about our products and services. For example, your contact details may be shared with other internal personnel within the GBST Group so that you can be contacted to take part in surveys or focus groups, in order to assist us improve our services. If you do not wish to receive marketing materials from us, you may opt-out at any time as set out in any communication or by contacting our support staff.7. How do we protect your personal information?
Only authorised personnel have access to your Personal Information, which we keep in a secure environment. While we will take all reasonable steps to protect your Personal Information, sending and receiving information over the Internet is always at your own risk. No guarantee can be given that information sent over the Internet is completely secure.8. How can you access your personal information?
To access the personal information we hold about you, please send an email request to our Privacy Officer using the contact details set out below. We will endeavour to grant you access to your Personal Information, but we may charge for giving access to that information.
We may refuse to give you access to your personal information in certain circumstances, including where access would disclose commercially sensitive information or information relating to existing or anticipated legal proceedings. If we refuse to provide you with access to your personal information that we hold, then we will provide written reasons for the refusal and advise you of any available avenues of redress.9. How can you correct your personal information?
Where necessary, we take reasonable steps to ensure the personal information we collect and disclose is accurate, up-to-date, complete and relevant. If we discover the information is inaccurate, out of date, incomplete or irrelevant, we will take reasonable steps to correct that personal information. If you find that information we hold about you is incorrect, please contact our support staff to notify us of the correct information. If we refuse your request for correction, we will provide written reasons for the refusal and advise you of the mechanisms available to you to complain about the refusal.10. How do we hold your personal information?
We will not keep your Personal Information any longer than we need to. We will only retain your Personal Information during the period during which you receive our services, unless we are required by applicable laws to retain that information, such as to comply with record-keeping obligations. Requests to delete information should be made to the Privacy Officer. Requests to delete Personal Information will be subject to any applicable legal reporting, document filing or retention obligations that we are required to comply with.11. How can you contact us about privacy?
You can contact our support staff to:
If you feel your complaint has not been satisfactorily addressed in the first instance, or it is taking too long to resolve, you can contact our Privacy Officer using the details below:
Contact: Privacy Officer
Mail: GBST Wealth Connect OpCo Pty Ltd, Suite 2, Level 6, 55 Market Street Sydney NSW 2000
We’ll contact you within 7 days of receiving your complaint.
Alternatively, you can raise your concerns with the Office of the Australian Information Commissioner:13. Credit Card information
We confirm your credit card information is not stored anywhere within the software. Any associated online payment is processed entirely by a third party ("Card Authoriser"). The Card Authoriser will process the credit card transactions needed to make an online payment and store data related to these transactions as per their own privacy policies. We cannot access the full credit card number used to make the payment.14. External links
We use various technologies, such as cookies, to collect anonymous information from users of our website. This information helps us analyse website traffic and guide developments of the website. This information includes statistics on how our visitors use our website, social media channels and other internet services provided.
Effective Date: 13 September 2023