The Peter Vickers Business Group was founded in 1979 by Peter Vickers – a core strength from day one was accounting. In order to satisfy the needs of our clients we have grown to provide a comprehensive range of financial services. We provide these services to a broad range of clients, across a diverse range of industries and professions, both in Australia and overseas.
What personal Information we collect
In this policy personal information means information from which an individual is either identified or reasonably identifiable.
Clients or Potential Clients
The personal information we collect and store about you is specific to and required for the particular service that we provide to you. It comprises your name, address details, date and place of birth, contact details. This can include, but is not limited to, tax file number, Australian business number, bank account and credit card details, business and financial information and data from previous or current insurance policies.
Sensitive Information is a subcategory of personal information which may include information or opinion about an individual. The sensitive information we collect about you may include information about your health, occupational information, professional associations, lifestyle information that relates to insurance and any criminal convictions you may have.
Employees and Potential Employees
When recruiting and employing staff, we collect personal information such as your name, address details, telephone numbers, email address and other information specific to the recruiting/ employment activities. This can include, but is not limited to previous work experience, education, references, tax file number and superannuation details.
How we collect personal information
We collect information from you in various ways.
Face to face meetings;
When you submit an online query form;
When you subscribe to our newsletters and seminars online
We may need to collect personal information from another person or entity such as the Australian Taxation Office, ASIC, your bank, your financial adviser, your employer, your lawyer or other sources as required. We do not collect personal information without your consent.
When you provide personal information to us about other individuals, we rely on you to have made them aware that you will or may provide the information to us and the relevant purposes for which we will use this information. You also need to inform them how they can access this information.
Website and Client Portal Users
When using our website or client portal you may provide us with personal information. We will use all reasonable measures to protect any such information from being used for any other purpose, other than the purpose for which it was intended.
As well as the information, you specifically provide above, we may gather statistics on its web site to collect information about the number of visitors coming to the site and their location. No identifying information is collected during this process. We use this information for statistical purposes only.
Why we collect personal information
The information collected allows us to:
Provide accounting services;
Provide insurance, financial and investment advice;
Source and facilitate finance;
Initiate and maintain your and/or your employee’s membership of superannuation funds;
Arrange and place insurance cover;
Assess and underwrite risks;
Administer your claims or claims brought against you.
We distribute to our clients and contacts, general information and newsletters regarding services provided by Peter Vickers Business Group. We may also send you information of new services; events or articles we think will be of interest to you.
Direct Marketing Opt Out
If you do not want to receive marketing correspondence from us, you can choose to opt out. To opt out, you can either:
Use the unsubscribe function in our emails;
Contact us using the Contact Details below
How we store personal information
We will store your personal information in a number of ways:
In firewall and password protected electronic record management systems
In paper files stored in physically secure premises
The only people who are permitted to access personal information are those employees or contractors who need personal information to do their jobs. All employees and contractors are contractually bound by the confidentially agreements in place on how personal information must be treated.
We take all reasonable steps to ensure that all personal information we hold is secure from any unauthorised access, misuse or disclosure, however we cannot guarantee that unauthorised access will not occur.
Disclosure and exchange of Information with overseas parties
The personal information that we collect from you may be disclosed to other parties who are involved with the provision of our products and services to you.
Such parties include your insurer, any insurance intermediary involved in the transaction, service providers such as claims assessors, investigators or lawyers (should they be required in the event of a claim) and other insurers (for the purpose of seeking claims recoveries or to assist them to assess insurance risks.
Where we have recommended an overseas insurer such as Lloyd’s of London we may be required to disclose the information to them. We will tell you at time of advising you on your insurance if they are overseas and in which country the insurer is located.
The Back Office Shared Services Pty Ltd (BOSS) team of Peter Vickers and Associates Ltd, located in Bangalore India, may access personal information for the sole purpose of performing accounting services. BOSS abides by The Australian Privacy Principles.
The PVBG directors and team members travel regularly overseas. Conducting work from abroad may require the temporary storage of personal information, accessed from our databases, on the mobile device being used.
Access to and accuracy of personal information
If you wish to access or correct the personal information, we hold about you at any time you can do so by contacting us using the Contact Details noted below.
If we are unable to provide you with the requested information, we will provide you with a written explanation.
We do not charge for receiving a request for access to personal information or for complying with a correction request. Where the information requested is not a straightforward issue and will involve a considerable amount of time we may charge a reasonable fee. In such an instance we will advise you of the fee prior to proceeding with the request.
We are committed to resolving complaints you may have, please contact us at any time by using the Contact Details below.
We will consider your complaint through our internal complaints resolution process and we will try to respond with a decision within 20 days of you making the complaint.
PVBG Privacy Officer
Peter Vickers Business Group
Suite 2, 345 Pacific Highway
Lindfield NSW 2070
PH: (02) 9496-2300
If we cannot resolve the complaint to your satisfaction within a reasonable time, you or we may refer the complaint to the Office of the Australian Information Commissioner.
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