MNM Group is committed to protecting the privacy and confidentiality of personal information that we collect. This Privacy Policy explains how we collect, use, disclose, and protect personal information in compliance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).
In order to comply with the requirements of the Privacy Act 1998 (Cth) and the Australian Privacy Principles, we are required to advise you that ;
MNM Group Advisers Ltd holds personal information about you – registered office: Level 26, 1 Bligh Street Sydney NSW 2000 ABN 52 934 978 906
The information has been, and will continue to be, collected by us for the purpose of providing you with holistic advise in all matters related to service we provide.
We are required, pursuant to the Corporations Act and certain regulations issued by The Australian Securities and Investment Commission, to collect information about you for the purpose of providing you with our services. If you do not provide us with the information requested by us, we may not be able to provide you with the services you require of us.
We will from time to time disclose information about you to our representatives, other professionals, insurance providers, superannuation trustees and product issuers in connection with our services.
You will be deemed to have consented to our use of such information in this manner, unless we are notified otherwise. In the event we consider it necessary to use or disclose information about you for purposes other than those detailed above, or related purposes, we will seek your consent. You are entitled to obtain access to the information which we hold about you by calling our office on (02) 8226 8683 or emailing us at contact@mnmgroup.com.au
MNM Group Advisers abides by the Australian Privacy Principles under the Privacy Amendment (Enhancing Privacy Protection) Act 2012 (Cth). A summary of the Australian Privacy Principles is available by contacting our office.
As a financial planning organisation we are subject to certain legislative and regulatory requirements which necessitate us obtaining and holding detailed information which personally identifies you and/or contains information or an opinion about you (“personal information” and “sensitive information”). Our ability to provide you with a comprehensive financial planning and advice service is dependent on us obtaining certain personal information or sensitive information about you, including:
Failure to provide to us the personal information referred to above may expose you to higher risks in respect of the recommendations made to you and may affect the adequacy or appropriateness of advice we give to you.
We will not collect any personal information about you except when you have knowingly provided that information to us or authorised a third party to provide that information to us. Where we receive unsolicited personal information about you, we will check whether that information is reasonably necessary for our functions or activities. If it is, we will handle this information the same way we do with other information we seek from you. If not, we will destroy the information or ensure that the information is de-identified.
Generally, collection of your personal information will be effected in either face to face interviews, over the telephone or by way of an online client engagement form. From time to time additional and/or updated personal information may be collected through one or more of those methods.
From time to time and if necessary to do so, we may collect information about you from other sources. Instances pertaining include:
We will only collect, maintain and use personal Information about you if it is necessary for us to provide adequate financial planning advice to you.
Your personal information is stored in different ways, including paper and electronic form and is generally held in your client file. Information may also be held in a computer database.
The security of your personal information is important to us and at all times we seek to ensure that personal information collected and held by us is protected from misuse, loss, unauthorised access, modification or disclosure. At all times your personal information is treated as confidential and any sensitive information is treated as highly confidential.
In the event you cease to be a client of this organisation, any personal information which we hold about you will be maintained for a period of 7 years in order to comply with legislative and professional requirements.
We will not use or disclose Personal Information collected by us for any purpose other than:
We are also obliged pursuant to the Corporations Act to maintain certain transaction records and make those records available for inspection by the Australian Securities and Investments Commission.
We may use the personal information collected from you for the purpose of providing you with direct marketing material such as articles that may be of interest to you, however you may, by contacting us, request not to receive such information and we will give effect to that request. Please allow 2 weeks for your request to be actioned.
We may disclose your personal information to external contractors for the business purposes to ensure compliance with legislative requirements. It is a condition of our agreement with each of our external contractors adopt and adhere to this privacy policy. If you have any concerns in this regard, you should contact us.
In the event that we propose to sell our business we may disclose your personal information to potential purchasers for the purpose of them conducting due diligence investigations. Any such disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or, disclosed by them. In the event that a sale of our business is effected, we may transfer your personal information to the purchaser of the business. As a client you will be advised of any such transfer.
Your personal information may be accessed by our contractors, representatives or agents in other countries, if that becomes necessary to deliver our services to you. This access is via secure internet connection or, in some instances by email.
From time to time, information may be loaded to the cloud for storage or access through programs such as, iCloud, Dropbox, OneDrive etc.
We may disclose personal information to:
Our employees, contractors, and service providers who require the information to assist us in providing products and services.
Third-party service providers who help us operate our business and website, such as payment processors, IT support, and marketing agencies.
Legal and regulatory authorities as required by law or to protect our rights and property.
Third parties in the event of a merger, acquisition, or sale of all or a portion of our assets, subject to reasonable confidentiality measures.
We are committed to ensuring the security of personal information and have implemented reasonable measures to protect it against unauthorized access, loss, or disclosure. However, no data transmission over the internet or electronic storage method can be guaranteed as completely secure. Therefore, while we strive to protect personal information, we cannot guarantee its absolute security.
You may at any time request access to your personal information and we will (subject to the following exceptions) provide you with access to that information either by providing you with copies of the information requested, allowing you to inspect the information requested or providing you with an accurate summary of the information held. We will, prior to providing access in accordance with this policy, require you to provide evidence of your identity.
We will give you access to your information in the form you want it where it is reasonable and practical. We may charge you a small fee to cover our costs when giving you access, but we will always check with you first.
We are not always required to give you access to your personal information to the extent that:
In the event we refuse you access to your personal information, we will provide you with an explanation for that refusal. If you have any concerns, you can complain. See ‘Making a Complaint’.
We will endeavour to ensure that, at all times, the personal information about you which we hold is up to date and accurate. In the event that you become aware or believe that any Personal Information which we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, you may contact us and provide us evidence of the inaccuracy, outdatedness, incompleteness, irrelevance or misrepresentation and we will, if we agree that the information requires correcting, take all reasonable steps to correct the information.
We will endeavour to respond to any request for access within 30 days depending on the complexity of the information and/or the request. If your request is urgent please indicate this clearly.
If we are unable or do not agree to correct your personal information, we will explain why within five business days of making the decision. If you have any concerns, you can complain. See ‘Making a Complaint’.
If we are unable to make corrections with the 30 day or agreed upon time frame we must:
If you have provided your contact information, we may send you promotional emails and newsletters about our products, services, or special offers. You have the right to opt-out of receiving such communications at any time by following the instructions provided in the email or contacting us directly.
We use cookies and similar technologies on our website to improve user experience and collect information about how visitors use our website. Please refer to our Cookie Policy for more details.
We reserve the right to modify or update this Privacy Policy from time to time. Any changes will be effective immediately upon posting on our website. We encourage you to review this Privacy Policy periodically to stay informed about how we handle personal information.
We care about your privacy. Please contact us if you have any questions or comments about our privacy policy and procedures. We welcome your feedback. You can contact us by:
(02) 8226 8683
contact@mnmgroup.com.au
MNM Group Level 26 1 Bligh Street Sydney NSW 2000
If you wish to complain about any breach or potential breach of this privacy policy or the Australian Privacy Principles, you should contact us and request that your complaint be directed to the Privacy Manager. Your complaint will be considered within 7 days and responded to. It is our intention to use our best endeavours to resolve any complaint to your satisfaction, however, if you are unhappy with our response, you are entitled to contact the Office of the Australian Information Commissioner:
www.ocic.gov.au/privacy
1300 363 992
enquiries@oaic.gov.au
+61 2 9284 9666
GPO Box 5218, Sydney NSW 2001 or GPO Box 2999, Canberra ACT 2601
Take control of your finances and secure your financial future. Contact MNM Group today to learn more about our comprehensive financial solutions.
SYDNEY: Level 26, 1 Bligh Street, Sydney, NSW 2000 (Head Office)
MELBOURNE: Level 40, 140 William Street, Melbourne, VIC 3000
BRISBANE: Level 19, 10 Eagle Street, Brisbane, Queensland 4000
PERTH: Level 24 & 25, 108 St Georges Terrace, Perth, WA 6000
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