At Sovereign Financial Group Pty Ltd we are committed to protecting your privacy. We use your personal information to provide personal advice, prepopulate investment/Centrelink applications. We only collect information from third parties where we have your consent to do so.
If you ask us to prepare and facilitate investments on your behalf, the Anti-Money Laundering and Counter-Terrorism Act 2006 (Cth) requires us to collect your place of birth, occupation, and maintain copies of your current identification.
If you don’t provide us with this full information, we cannot provide personal financial advice.
We provide information such as your identification, place of birth, tax residency status, TFN, occupation etc either directly to the institutions where we are placing your money, ie. Platinum Investment Management, Macquarie Asset Management or to third party brokers who facilitate the transactions on our behalf ie. Morgans Financial and Australian Money Market.
We do not trade, rent or sell your information or disclose it to overseas recipients
From time to time, we will use your contact details to send you offers, updates, articles, newsletters or other information about products and services that we believe will be of interest to you. We may also send you regular updates by email or by post. We will always give you the option of electing not to receive these communications and you can unsubscribe at any time by notifying us that you wish to do so.