Privacy Policy

Vastion Investments Pty Ltd (ABN 46669967739) is bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (Privacy Act). This Privacy Policy (Policy) sets out how we collect, use and share your personal information and how to contact us with any queries or concerns.

 

While we may update our Policy from time to time, the most recent version of this Policy will always be available on our website. If we change the Policy in any material way, we will post a notice on our website along with the updated Policy. We may also contact you via your contact information on file, for example by email, notification or some other equivalent measure.

 

If you have any queries, concerns or complaints about how we handle your personal information, please contact out Privacy Officer in the first instance:

 

Privacy Officer Contact Name: Assem Labib

 

Email: admin@vastion.com.au

 

Phone Number: 07 3703 1621

 

Postal address

 

Attention: Privacy Officer

 

Vastion Investments Pty Ltd

 

Level 13, 50 Cavill AveSurfers Paradise QLD 4217

 

Our website contains links to other websites. When you click on a link to another site, you are no longer subject to this Policy.

 

What Types Of Information Do We Collect And Why?

We may collect and hold a range of personal information about you to provide you with our services, including:

 

name;

 

address;

 

phone numbers;

 

email addresses;

 

occupation;

 

bank account details;

 

driver’s licence details;

 

financial information, including details of:

 

your investments;

 

your insurance policies;

 

estate planning strategies;

 

taxation information; and

 

health information;

 

Covid check-in information in accordance with current health directions.

 

Collection from you:

we collect and store information you provide directly to us (either in person, by email, by phone, or by any other direct means) in order to deliver services. This includes:

 

Contact information: such as your name, address, email address, telephone number, residential address;

 

Personal information: such as date of birth and driver’s licence details, occupation, financial details, employer, occupation, tax file number:

 

Financial and credit information: such as your payment information (credit card, bank account, etc); and

 

Business details: such as your Australian Business Number, address and contact details were applicable.

 

Communications:

when you communicate with us, we collect information such as your contact details (such as email address or phone number). You can elect to not receive communications from us by contacting our Privacy Officer.

 

How we use your information

We will only use your information for the purposes for which it was collected (primary purpose) or a purpose related to that primary purpose if it would be reasonably expected by you or where we have separately obtained your consent.

 

We use personal information for the following primary purposes:

provide you with our products and services;

 

review and meet your ongoing needs;

 

provide you with information we believe may be relevant or of interest to you;

 

let you know about other products or services we offer, send you information about special offers or invite you to events;

 

consider any concerns or complaints you may have;

 

comply with relevant laws, regulations and other legal obligations;

 

help us improve the products and services offered to our customers and enhance our overall business; and

 

a financial planner may collect and hold personal information to assist in providing wealth management, financial planning, personal risk and stockbroking services.

 

We may use and disclose your personal information for any of these purposes. We may also use and disclose your personal information for secondary purposes which are related to the primary purposes set out above, or in other circumstances authorised by the Privacy Act.

 

Sensitive information will be used and disclosed only for the purpose for which it was provided (or a directly related secondary purpose), unless you agree otherwise, or an exemption in the Privacy Act applies.

 

How we use the information we collect depends, in part, on which services you use, how you use them and any preferences you have communicated to us. If you would like to restrict how your personal information is handled beyond what is outlined in this Policy, please contact our Privacy Officer.

 

How do we store and secure the information we collect?

We store your personal and credit information as physical files in a secured area or on our electronic data base system and on computers with appropriate back up and security systems.

 

Security and management of personal information

We will take reasonable steps to protect the personal information we hold from misuse, loss, and unauthorised access, modification or disclosure. We do this by:

 

putting in place physical, electronic and procedural safeguards in line with industry standards;

 

requiring any third party providers to have acceptable security measures to keep personal information secure;

 

limiting access to the information we collect about you;

 

imposing confidentiality obligations on our employees; AND

 

only providing access to personal information once proper identification has been given.

 

 

 

While we take all steps reasonable in the circumstances to protect your information, in the unlikely event a data breach occurs, we will notify you in accordance with our obligations under the Privacy Act.

 

If we no longer require your personal information, and are not legally required to retain it, we will take reasonable steps to destroy or de-identify the personal information.

 

 

 

Sending information overseas

Personal information is sent overseas in limited circumstances. We send personal information to:

 

Our internal team in the Philippines that assist our organisation with internal operations which has access to your personal information to enable us to provide you a quality service as part of their role.

 

We take all steps reasonable in the circumstances to ensure that those we disclose personal information to overseas protect your information. This includes the use of contractual arrangements to control how they use and handle personal information overseas.

 

While we may store information overseas, this information is not provided or disclosed to other entities overseas except as otherwise provided for in this Policy.

 

Website Collection

We collect personal information when we receive completed online generated forms from our website. We may also use third parties to analyse traffic at that website, which may involve the use of cookies. Information collected through such analysis is anonymous. You can view and access our Privacy Policy by clicking on the “Privacy” link on our website.

 

To use our website, you must consent to our use of cookies. You can withdraw or modify your consent to our use of cookies at any time. If you no longer wish to receive cookies, you can use your web browser settings to accept, refuse and delete cookies. To do this, follow the instructions provided by your browser. Please note that if you set your browser to refuse cookies, you may not be able to use all of the features of our website.

 

Cookies do not contain personal information in themselves but can be used to identify a person when combined with other information. Cookies are small text files which are transferred to your computer’s hard drive through your web browser that enables our website to recognise your browser and capture and remember certain information.

 

We also use analytics on the site. We do not pass any personally identifiable information through this function, however, the data we collect may be combined with other information which may be identifiable to you.

 

How to access and control your information?

Accessing the information we hold about you

Under the APPs you may be able to obtain a copy of the personal information that we hold about you. To make a request to access this information please contact us in writing. We will require you to verify your identify and specify what information you wish to access. If eligible, we will grant you access to the information within 30 days.

 

We may charge a fee to cover the costs of verifying your application, and retrieving, reviewing and copying any material requested.

 

Updating your personal information

We endeavour to ensure that the personal information we hold about you is accurate, complete and up-to-date. Please contact our Privacy Officer if you believe that the information we hold about you requires correction or is out of date. We endeavour to process any request within 30 days and will provide written reasons if your request is rejected, as well as providing details for making a complaint about the refusal if necessary.

 

For corrections to credit information we will provide, where practicable, written notice of the correction to any entity we have disclosed this information to previously.

 

Dealing anonymously

You have the option of not identifying yourself or interacting with us using a pseudonym to make general inquiries about the goods and services that we offer, however, we will not be able to provide services to you without identifying information.

 

Agreeing to be bound

By providing your personal and/or credit information, you are agreeing to be bound by the Privacy Policy.

 

Cookies

When you visit our website, details may be recorded about your visit, such as time and date, server address, pages accessed, time spent and type of browser.  This information is used in an anonymous form for statistical purposes and as such cannot identify you individually.

 

We may use cookies to identify your browser so that next time you visit our website we remember your log in details.  A cookie is a small file which remains on your computer and contains information enabling our website to recognise your browser.  If you do not wish to permit the use of cookies, you can adjust the settings on your browser to reject cookies or notify you when they are being used.

 

Complaints

If you are concerned that we have not complied with your legal rights or the applicable privacy laws, contact our Privacy Officer in the first instance. Please contact our Privacy Office with a thorough description of your concerns and a response will be provided within a reasonable period. All complaints must be in writing.

 

When processing a complaint, we will require you to provide us with information to confirm your identity before processing a request related to information we may hold about you.

 

We expect our procedures will deal fairly and promptly with your complaint. However, if you remain dissatisfied, you can also contact the Office of the Australian Information Commissioner as follows:

 

Director of Compliance

 

Office of the Australian Information Commissioner

 

GPO Box 5218

 

Sydney NSW 2001

 

For more information on privacy see the Australian Information Commissioner’s website

 

197 Bay St Brighton 3186