at E2, 118 Railway Street, Perth, 6005 Australia
Our goal is to nurture long-term relationships founded on mutual trust, where the preservation, growth and ongoing management of your wealth is the primary objective.
Everyone is unique, so our solutions are bespoke – aimed at clearly understanding your respective needs and meeting your best interests.
These are the terms and conditions for use of this site and access to the information contained on this site.
The information contained on this site is made available to residents of Australia and its territories and is not intended to be a recommendation, offer or invitation to take up securities or other investments.
The product and services offered by Investment & Financial Partners Finance are not authorised by Praescius Financial Holdings Pty Ltd and Praescius Financial Holdings Pty Ltd is not responsible for the advice and services provided by Investment & Financial Partners Finance.
It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.
Collecting Your Personal Information Your personal information will be collected and held by Investment & Financial Partners, who is an authorised representative of Praescius Financial Holdings Pty Ltd, ABN 14 610 960 980, AFSL 486455 (PFH); for the purposes of:
To enable your financial adviser to provide you with financial advice you request that is suitable for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you.
your name, contact details and date of birth; employment details and history; financial details including information about your financial needs and objectives, your current financial circumstances including your assets and liabilities, income, expenditure, insurance cover and superannuation; details of your investment preferences and risk tolerance; family circumstances and social security eligibility; and any other information that we consider necessary.
Generally, your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone or with written material.
How Your Personal Information is Held Your personal information is generally held in client files or a computer database.
We will seek to ensure that we take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorised access, modification and disclosure.
Some of the measures we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems.
Using and Disclosing Your Personal Information Your personal information may be disclosed for purposes related to the provision to you of the financial advice you have requested.
other financial advisers and organisations involved in providing the financial advice you have requested (which may include ongoing service) such as fund managers who assist us in providing financial advice and Paraplanners; insurance providers, superannuation trustees and product issuers in connection with the provision to you of the financial advice you have requested; organisations that assist in operating a financial planning business such as those that provide administrative, financial, accounting, insurance, research, legal, computer or other business services; your representatives or service providers such as your accountant, solicitor, tax agent, stockbroker or bank; organisations involved in a business restructure or a transfer of all or part of the assets of our business or the due diligence procedures prior to any such sale or transfer; government authorities and other organisations when required by law; and organisations that you have consented to your personal information being disclosed to.
We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the Australian Privacy Principles.
Accessing your Personal Information You can gain access to your personal information that we hold.
If you believe that any of the personal information that we hold is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy Issues” below) and provide us with evidence that it is not accurate, complete and up-to-date.
If we do not correct your personal information we will provide you with the reasons for not correcting your personal information.