Disclaimer
The information on this website is general in nature only. It has been prepared without taking into account your personal objectives, financial situations or needs.
You should seek personal financial advice which considers your objectives, financial situation and needs before making any financial or investment decision.
Where the website refers to a particular financial product, you should obtain a copy of the relevant product disclosure statement or offer document before making any decision in relation to the product.
While the information provided is believed to be accurate, Evolutionary Portfolio Services Pty Ltd, its directors, staff and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice.
All information provided on this website is correct at the time of writing and is subject to change.
Privacy Policy
In this policy, we refer to ourselves, Evolutionary Portfolio Services Pty Ltd ABN 43 625 055 030, as Evolutionary Portfolio Services, We, Us or Our, and to our clients and others from whom we collect personal information as You.
At Evolutionary Portfolio Services, we are committed to preserving and respecting your privacy and complying with the Privacy Act 1988 in respect of the collection, management and disclosure of your personal information.
1. Information we collect about you?
We collect personal information about our clients which generally is any information that identifies you as an individual. This includes information such as your name, address, contact number, credit card and other personal details.
If the information we collect personally identifies you, or we can reasonably identify you from the information you have submitted, then that information is considered to be personal information. We collect this information for the purposes set out below (see item 4).
We also collect personal information (such as contact details) about persons who are not our clients, including about our former or potential clients, people who enter our premises or apply for a job with us.
We collect this information for the following purposes:
- We collect and hold personal information to comply with our financial services obligations.
- We collect personal information to assist in determining the products and services that are appropriate to you.
- We also collect personal information to assist with assessing job applicants.
Usually, we collect information directly from you. We may collect such personal information from you over the telephone, via email, when you complete an application form or from other sources when dealing with you.
2. Website Cookies and the use of personal information?
This website provides you with information to help you make an informed choice about using some or all of our services.
We may make use of “cookies” a technology to improve the functionality of our website. A cookie is a small string of information that a website transfers to your browser for identification purposes.
If you provide personal information via our website (e.g. by completing an online form), cookies may be used to match your web browser to that personal information.
This may be done for the following purposes:
- to monitor your usage of, and browsing behaviour on, our website;
- to identify information or services that may be of interest to you (based on your usage of, and browsing behaviour on, our website); and
- related marketing purposes.
Internet browsers typically permit settings to be adjusted to manage or block cookies. However, if you disable the cookies feature, you may not be able to access all the functionality of our website.
Evolutionary Portfolio Services may also use external service providers to track the traffic and usage on the web site through website analytics measurement software. This may be used to assist in tracking traffic patterns to and from the Evolutionary Portfolio Services websites, anonymously surveying users of the sites.
The system may be used to collect such information as the number of unique visitors, how long these visitors spend on the website when they do visit, and common entry and exit points into and from the website.
This non-personal information is collected and aggregated by third-party software and provided to us to assist in our analysis of our websites.
You cannot be identified personally from this information and no personal information is stored about you.
3. What happens if you choose not to provide the information?
You do not have to give us your personal information. However, if you choose not to, we may be unable to provide you with all our products and services.
4. How do we use your personal information?
We use your personal information to:
- Enable us to provide our products and services (and to provide information about those products and services) to you;
- Administer the provision of our products and services (such as transacting on your behalf, sending you bills and collecting amounts owed from you); and
- Enable us to meet our financial services obligations.
5. How we disclose your personal information?
We endeavour not to disclose your personal information to third parties and we will not sell or distribute your personal information to third parties for marketing purposes.
However, there are times when we need to disclose your personal information to third parties to enable us to provide our products and services to you, or as required by courts, tribunals, government regulatory agencies or the police.
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6. Accessing your information?
Under the Privacy Act you have the right to access the personal information we hold about you, with some exceptions.
To make a request you need to write to Evolutionary Portfolio Services as detailed below indicating what information you require.
Unless giving access would be unlawful, or where denying access is required or authorised by an Australian law or a court order we will provide you with an estimate of any potential costs associated with your request including retrieving, reviewing and copying any of the material you need.
7. How we hold and secure your personal information?
We take all reasonable steps to protect the security of the personal information that we hold from misuse, loss, unauthorised access, modification or disclosure. This includes appropriate measures to protect electronic materials and materials stored and generated in hard copy.
You should be aware that the Internet is not a secure environment. If you use the Internet to send us information, including your email address, it is sent at your own risk.
8. What if there is data breach?
Should any unforeseeable event occur that results in the loss, or unauthorised access or disclosure of your personal information that is likely to result in serious harm to you, we will investigate the matter and notify you and the Office of the Australian Information Commissioner (OAIC) as soon as practicable pursuant to our obligations under the Privacy Act 1988.
9. Complaints and further information?
If you have any complaints about our privacy practices, please contact our us either by email or phone us on 0405 131 713 or if you prefer, make your complaint in writing to: Managing Director, Evolutionary Portfolio Services Pty Ltd, Level 13, 90 Collins Street, Melbourne, Vic, 3000.
We will endeavour to resolve any complaint or query as soon as possible.
If you’re not satisfied with our resolution, you may also complain to the Office of the OAIC. The contact details for the OAIC are GPO Box 2999, Canberra ACT 2601 or GPOB 5218 Sydney NSW 2001 or phone 1300 363 992. Alternatively, email the OAIC at enquiries@oaic.gov.au.