Privacy Notification Statement





		Privacy Notification Statement

Tax & Accounting Self Managed Super Philanthropy Advisory Approach Investment Seminars Our People / Careers Accountant Partnerships Private Client Login Six Figures Alliance Contact Us Have you subscribed to the EDEN Wealth Report? What our clients have to say ... "Living a very hectic life, it is difficult to find the time to address the many challenging financial management issues we face. Eden Wealth Management have taken this very important activity in our life and made it simple, easy and exciting. The initial consultation process was time consuming but the ultimate objective and vision was made very clear for us to understand. Now the set up phase is complete, I can confidently say we are in a far better financial position than we were without EWM, both from a structure and a financial perspective. The best part about the journey to date has been firstly the enjoyment in working with such an amazing team and secondly growing and learning better ways to structure our wealth."		Eden Wealth Management Pty Ltd is committed to protecting the privacy of your personal information. Below is some information about how your personal information will be handled. Collecting your personal information As stated in our Financial Services Guide, Eden Wealth Management Pty Ltd, an Australian Financial Services Licensee and insurance broker, collects your personal information. This is done for the purpose of your financial adviser providing you with the financial services that you have requested, managing your financial adviser’s relationship with you and contacting you about products and services in which you may be interested. Your financial adviser is required under the Corporations Act 2001, Insurance (Agents and Brokers) Act 1984, certain policies issued by the Australian Securities and Investments Commission and its predecessors, Financial Transactions Reports Act 1988 and taxation laws to collect information about you when providing the financial advice that you have requested. If the personal information requested for the provision of the financial advice requested is not provided your financial adviser may not be able to provide the financial advice you have requested or will not be able to provide you with financial advice that is appropriate to your investment needs, objectives and financial circumstances. Using and disclosing your personal information Your personal information may be disclosed for purposes related to the provision to you of the financial advice you have requested. The types of service providers that may be provided with your personal information are: other financial advisers and organisations involved in providing the financial advice you have requested (which may include ongoing service) such as fund managers who assist us in providing financial advice and paraplanners; insurance providers, superannuation trustees and product issuers in connection with the provision to you of the financial advice you have requested; organisations that assist in operating a financial planning business such as those that provide administrative, financial, accounting, insurance, research, legal, computer or other business services; your representatives or service providers such as your accountant, solicitor, tax agent, stockbroker or bank; organisations involved in a business restructure or a transfer of all or part of the assets of the financial adviser's or their employers (if any) business; government authorities and other organisations when required by law; and organisations that you have consented to your personal information being disclosed to. Gaining access to your personal information and contacting us You can gain access to your personal information held by the financial adviser and Eden Wealth Management Pty Ltd. In some circumstances allowed by law request for access can be denied. Your financial adviser and Eden Wealth Management Pty Ltd can be contacted on: Eden Wealth Management Pty Ltd Tel: (03) 9572 0524 Fax: (03) 9572 0443 Email: admin@edenwealth.com.au

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Collecting your personal information

Using and disclosing your personal information

Gaining access to your personal information and contacting us