Client Information and Privacy Policy

Privacy and confidentiality

How we use your personal information We are committed to protecting your personal and sensitive information. When we collect, hold, use, disclose and otherwise handle your personal information we must comply with the Privacy Act. We collect, hold and use your personal information so we can provide, manage and administer the insurance broking, risk management and consulting services. If you do not supply the personal information we request, we may not be able to provide the services you require.

How we protect and store your information

When using your personal information to carry out our services to you, we must comply with our Privacy Policy available on our website or on request. This explains how and why we collect your personal information, disclosure of your personal information to third parties and the security and access to your personal information.

The personal information or confidential information we hold may include written information you provide us and recordings of calls with you to collect information and manage or support any claims.

Calls to and from us may be recorded for quality assurance and verification purposes.

In accordance with our internal retention periods, your personal information or confidential correspondence and documentation is generally stored for seven years, after which time we archive or destroy the files without notice. It is your responsibility to keep any personal information or confidential information that you may require.

You can access and correct your personal information that we hold. If you would like to do so, please refer to our Privacy Policy for contact details.

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