Total Choice Wealth is committed to protecting the privacy of your personal information.
We abide by the National Privacy Principles set out in the Privacy Act 1988. We will not, under any circumstances, give your personal information to any other organisation for their marketing purposes. We will, with your help, keep your personal information accurate and up-to-date.
This Privacy Policy covers LoverleyJubbly Pty Ltd trading as Total Choice Wealth – ABN 11 400 801 984.
LoverleyJubbly Pty Ltd ATF Total Choice Wealth Trust t/a Total Choice Wealth is an Authorised Representative of Elders Financial Planning Pty Ltd ABN: 48 007 997 186 AFSL: 224645. 27 Currie Street Adelaide SA 5000.
Personal information and why is it collected
Personal information includes facts such as a person’s name, address, telephone number, age, family status, occupation and financial data.
With your permission we collect personal information about you for the purposes of assessing you for:
- Risk Insurance;
- Other Financial Services;
- Completing an application;
- Communication;
- Internal Administration.
This personal information may be obtained from you through our consultants, our website or by you contacting our office.
In the ordinary operation of our business, we may disclose your personal information with other associated organisations such as Insurance Companies and Fund Managers. We will only disclose to these associated organisations that information necessary for them to perform their services. Otherwise, we will not disclose your personal information unless required by law.
As a valued client, we would naturally like to keep in touch with you and provide you with current information about market conditions and other related areas of interest. If you do not wish to receive this information, you may at any time decline to do so by contacting us on (08) 9433 4841 or 0411 870 957 or head on over to our Contact page and send us an email.
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