Twomeys is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
We will only collect personal information which you have voluntarily provided to us, or consented to us collecting. We may collect personal information about you in a variety of ways, for example:
- when you visit or use our website;
- when you retain our services;
- when you register for secure access to our website and log-in to your account on our website;
- when you subscribe to our newsletter or mailing list;
- when you contact us or our associated entities, for example by mail, email or telephone;
- when you apply for employment with us;
- from third party entities, such as law enforcement agencies and other government or regulatory bodies.
From time to time, you may be able to visit our website or deal with us anonymously or by pseudonym. However, we require certain personal information to be able to provide you with the services and information you request. If you do not provide us with certain personal information, we may not be able to provide you with access to those services or respond to your request.
The type of personal information we may collect from you includes (but is not limited to):
- names, address, email, phone numbers and job titles;
- information in documents such as passport or driver's licence;
- tax file numbers (TFNs) and other identification numbers such as Medicare number;
- date of birth and gender;
- financial information;
- details of superannuation and insurance arrangements;
- sensitive information (with your consent), such as health information or membership details of professional or trade associations or political parties;
- bank account details, shareholdings and details of investments;
- educational qualifications, employment history and salary;
- visa or work permit status; and
- personal information about your spouse and dependants.
We also have a "Credit Information Policy" which sets out details of our handling of credit information about individuals. The "Credit Information Policy" can be easily located on our website.
Twomeys and our associated entities will use the information you supply for the purpose of providing you with the service(s) agreed under
our engagement, such as accounting or business advisory services. We may also use the information we collect for our internal business and management processes (for example, accounting or auditing purposes), monitoring and improving our website, keeping you informed about our services and company news, and for any other purposes that would be reasonably expected by you and to allow us to comply with our obligations under the law.
Twomeys may also use your personal information for the purpose of marketing our services.
If you do not want to receive marketing material from us, you can unsubscribe by contacting us as detailed below:
Your personal information will only be disclosed to those employees or consultants of Twomeys and its associated entities related to the agreed provision of services. Depending on the nature of the engagement, we may need to disclose your personal information to third parties which may include service and content providers (for example accounting or auditing service providers or our website hosting service providers), dealers and agents, or our contractors and advisors.
We may store, process or back-up your personal information on servers that are located overseas (including through third party service providers). These servers are commonly located in Singapore and the continental United States.
In the event that the processing or use of your personal information involves the disclosure of any information outside Australia, you acknowledge that by providing us with your personal information, you consent to such overseas disclosure. By consenting to such disclosure, you acknowledge and accept that:
Twomeys will not be accountable under the Privacy Act 1988 for any breach of your privacy by the overseas recipient and
You will not be able to seek redress under the Privacy Act 1988 for any breach of your privacy bythe overseas recipient; andYou will not be able to seek redress under the Privacy Act 1988 for any breach of your privacy bythe overseas recipient; and
Twomeys and its associated entities shall not knowingly provide personal information to any third party for any other purpose without your prior consent unless ordered to do so by a law enforcement body, court of law or other governmental or regulatory body or agency.
You can request us to provide you with access to personal information we hold about you by sending us an email: email@example.com (no spam please) or writing to us at The Privacy Officer, 57 Cooper Street, Cootamundra NSW 2590. We may allow an inspection of your personal information in person, or provide copies or a summary of relevant documents, depending on what is the most appropriate in the circumstances. Any charge we make for providing access will be reasonable and will not apply to lodging a request for access.
Your request to access your personal information will be dealt with in a reasonable time. Note that we need not provide access to personal information if a request is frivolous, or where to provide access would pose a threat to health or public safety, unreasonable interference with another person's privacy, or be a breach of the law. If we refuse access, we will provide you with reasons for doing so.
To enable us to keep our records properly, please notify us if you believe that any information we hold about you is inaccurate, incomplete or out of date and we will take reasonable steps, in the circumstances, to ensure that it is corrected. You can notify us by sending us an e-mail: firstname.lastname@example.org (no spam please) or writing to us at The Privacy Officer 57 Cooper Street, Cootamundra NSW 2590.
Twomeys takes your privacy and the privacy of its associated entities and their clients very seriously. We will take reasonable steps in the circumstances to protect any personal information you provide to us from misuse, interference or loss and unauthorised access, modification and disclosure. We will also de-identify and destroy the personal information we hold about you once our legal obligations cease. Our security procedures are reviewed from time to time and we update them when relevant.
However, please be aware that the transmission of data over the Internet is never guaranteed to be completely secure. It is possible that third parties not under the control of Twomeys may be able to access or intercept transmissions or private communications without Twomeys permission or knowledge. Twomeys takes all reasonable steps, in the circumstances, to protect your personal information. However, we cannot ensure or warrant the security of any information you transmit to us. Such transmissions are done at your own risk.
We will not adopt as our own, any government identifiers you may provide to us such as TFNs etc.
The Twomeys website may deposit "cookies" in a visitor's computer. Cookies are pieces of information that a website transfers to an individual's hard drive for record keeping purposes. Cookies are only sent back to the website that deposited them when a visitor returns to that site. Cookies make it easier for you by saving your preferences while you are at our site. We never save personal identifiable information in cookies. Most web browsers are initially set up to accept cookies. You can, however, reset your browser to refuse all cookies or to indicate when a cookie is being sent.
Twomeys is committed to providing a fair and responsible system for the handling of complaints from parties whose personal information we hold. If you have any concerns regarding the way we have handled your privacy, please send us an e-mail at email@example.com
or write to us at The Privacy Officer 57 Cooper Street, Cootamundra NSW 2590. We will address any concerns you have through our complaints handling process and we will inform you of the outcome of your complaint within a reasonable timeframe. However, if after receiving our response, you still consider that your privacy complaint has not been resolved, you may refer your concerns to the Office of the Australian Information Commissioner at www.oaic.gov.au
Privacy collection statement
Twomeys ("We") collects your personal information and confidential information where it is required: to provide you with the services you have requested (such as financial advice or preparation of your tax return); under applicable regulatory requirements; or if required for us to comply with our obligations under Australian law. If you do not provide us with certain personal information, we may not be able to provide you with services under our agreement with you. In providing you with the services you have requested, we may disclose your personal information to our associated entities and to third parties, such as Twomeys Financial Planning and Audit Departments, your bank or other financial institution. By providing us with your personal information, you consent to us disclosing your information to our associated entities and to third parties. If you provide us with personal information about another person (such as a spouse or dependent), please make sure that you tell that person about this privacy statement.
To access the personal information we hold about you, contact us by mail at The Privacy Officer 57 Cooper Street, Cootamundra NSW 2590 or by emailing firstname.lastname@example.org.