Privacy Statement

We collect your personal and sensitive information for the primary purpose of establishing and administering your financial products and plans. We may also use your personal information for related purposes such as informing you about changes in product features, marketing new products and other topical information. We will only collect sensitive information such as information relating to your health where we have your consent. We aim to collect your personal information in a fair and lawful manner, which is not unreasonably intrusive.

Please note that for compliance and training purposes Iprosper Financial Planning monitors and records all telephone calls. If at the time that a call is made to you, you wish for your call not to be recorded, please inform our staff member who will transfer the call to an unmonitored telephone line.

We may disclose your information to:

  • other persons and entities enable us to administer your financial products, including administrators, lawyers or auditors, entities providing finance, insurance, maintenance, registration and other services;
  • third parties you authorise to act on your behalf; and
  • government agencies such as the ATO, ASIC and AUSTRAC under corporations, taxation, social security, or anti-money laundering laws.

If you do not provide all the information required we may not be able to establish and administer your account. In some cases, we may be required by anti-money laundering laws to collect additional information on application or at a later time.

You can find out what personal information we hold, update that information and opt-out of receiving marketing information by contacting us via the below methods. You can also ask for a copy of our Privacy Policy if you want to know more. The Privacy Policy also contains information about our complaints process.

How do I directly contact the iprosper Financial Planning Group?

You can contact the iprosper Financial Planning Group of companies via the below methods;

  • Level 9, 608 St Kilda Road
    Melbourne VIC 3004
  • 1300 899 650
  • www.iprosperfinancialplanning.com.au