Privacy Policy

James Street Private Wealth Pty Ltd (ABN 63 653 844 633) (“we”, “us”, “our”) is committed to protecting your privacy. This policy explains how we handle your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). We are Authorised Representatives of Clime Advice Pty Ltd.

The information we collect

We collect personal information that is reasonably necessary to provide you with financial advice and related services. This may include your name and contact details, date of birth, financial circumstances, assets and liabilities, income, tax details, employment, family and dependant information, and your goals and objectives.

How we collect it

We collect information directly from you, through meetings, our website enquiry form, telephone, email and the documents you provide. In some cases we may collect information from third parties such as your accountant, product providers or, where you have authorised us, other professionals acting on your behalf.

How we use it

We use your personal information to:

• prepare, provide and review financial advice and strategies;
• implement and administer financial products and services on your behalf;
• meet our legal, regulatory and compliance obligations; and
• communicate with you about your advice and our services.

Disclosure

We may disclose your information to our licensee, product and platform providers, and to professional service providers engaged to assist us, where it is necessary to provide our services. We may also disclose information where required or authorised by law. We do not sell your personal information.

Storage and security

We take reasonable steps to protect your personal information from misuse, loss and unauthorised access, modification or disclosure, including through secure systems and access controls. We retain records for the periods required by law.

Access and correction

You may request access to the personal information we hold about you and ask us to correct it if it is inaccurate, incomplete or out of date. To do so, please contact us using the details below.

Financial Services Guide

Our Financial Services Guide (FSG) explains the services we provide, how we are remunerated and how to contact us. View our Financial Services Guide (PDF).

Complaints and contact

If you have any questions about this policy, or wish to make a complaint about how we have handled your personal information, please contact us: