Privacy Policy

PSK Advisory Services Pty Ltd are committed to protecting your privacy. Below we outline how we maintain the privacy of the information we collect about you.

As part of the financial planning process, PSK Advisory Services Pty Ltd need to collect information about you.

Where possible we will obtain that information directly from you, but if authorised by you we may also obtain it from other sources such as your employer or accountant. If that information is incomplete or inaccurate, this could affect our ability to fully or properly analyse your needs, objectives and financial situation, so our recommendations may not be completely appropriate or suitable for you.

PSK Advisory Services Pty Ltd are also required under the Anti-Money-Laundering and Counter-Terrorism Financing Act (AML/CTF) 2006 to implement client identification processes. We will need you to present identification documents such as passports and driver's licences in order to meet our obligations.

• PSK Advisory Services Pty Ltd may have access to this information when providing financial advice or services to you;
• PSK Advisory Services Pty Ltd may, in the future, disclose information to other financial advisers, brokers and those who are authorised by us to review customers' needs and circumstances from time to time, including other companies within PSK Financial Services Group Pty Ltd);
• Your information may be disclosed to external service suppliers both here and overseas who supply administrative, financial or other services to assist your adviser and our in providing financial advice and services to you. A list of countries where these service providers are located can be found in our Privacy Policy.
• Your information may be used to provide ongoing information about opportunities that may be useful or relevant to your financial needs through direct marketing (subject to your ability to opt out as set out in our Privacy Policy);
• Your information may be disclosed as required or authorised by law and to anyone authorised by you.

PSK Advisory Services Pty Ltd will continue to take reasonable steps to protect your information from misuse, loss, and unauthorised access, modification or improper disclosure. You can request access to the information we hold about you at any time to correct or update it as set out in our Privacy Policy. The Privacy Policy also contains information about how to make a complaint about a breach of the Australian Privacy Principles.