Personal Information


PRIVACY POLICY

We collect personal information that is required to: 
  • offer or provide our services to you. 
  • maintain our relationship with you; or 
  • as required under various laws and regulations that govern our business. 
Naturally we consider this information to be confidential and take all reasonable steps to protect it under our Privacy Policy. JM INVESTMENTS & ADVISORY is bound by the Australian Privacy Principles.

Purpose of collecting personal information


Your personal information will be utilised to:
  • provide you with a product or a service;
  • to administer your account and our business relationship;
  • to manage our rights and obligations in relation to external payment systems;
  • to conduct market or customer satisfaction research;
  • to develop and identify products and services that may interest you and (unless you ask us not to) provide you with information about other products and services we offer.
If at any time you do not wish to receive information about other products and services, please inform your adviser in writing or contact our Privacy Officer.


Disclosure to third parties


We may share your personal information with our affiliates, authorizing licensee, business units, agents, contractors, insurers, advisers and other organisations when we believe it will enhance the services we can provide to you or where necessary, to carry out your instructions. This is only done in circumstances where such sharing conforms to law, any applicable confidentiality agreements, our policies, and practices, or where a client has consented to such sharing.

Providing the information


It is not compulsory to provide certain personal information requested by us. However, if some of the personal information is not provided by you, we may not be able to advise you, or the advice we give you may not have regard to your investment objectives, financial situation or particular needs.

Access to your information


You can correct and update the personal information we hold about you by contacting, in writing, your adviser or our Privacy Officer. If you wish to access and review personal information, you must submit a written request outlining the relevant terms of reference for attention of the Privacy Officer. We will endeavor to process and respond to requests in a timely manner.

Keeping information secure


We use security procedures and technology to protect the information we hold. Access to and use of personal information within JM INVESTMENTS & ADVISORY seeks to prevent misuse or unlawful disclosure of the information. If other organisations provide support services, we require them to appropriately safeguard the privacy of the information provided to them. Where the personal information we collect is no longer required, we delete the information or permanently de-identify it.

If you have an account with us, your account information is password protected and we recommend you do not disclose your password to anyone. To further protect your personal information, your log-in time will automatically expire after a certain period of inactivity.

Contacts and Complaints


You may at any time request a copy of our Privacy Policy from our Privacy Officer or by accessing it from our website. If you have any questions, or complaints regarding the Privacy Policy or how your information is treated, please contact:
Privacy Officer 
JM Investments
info@jminvest.com.au
0466 574 394
104/88 Jefferson Lane, Palm Beach, QLD, 4221