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Lostsuper.com.au uses authorised financial advisers to locate your lost super and discuss your options with you. The advisers are licensed under PODONE Pty Ltd ABN 27160419134, which is the holder of an Australian Financial Services License No 429718.
The product and economic information available on this web site has been compiled by lostsuper.com.au from data sources within the market, which are believed to be reliable. LostSuper.com.au, PODONE Pty Ltd, associated companies or any of their employees, directors or agents will not be liable for any loss or damage arising as a result of reliance on this information by the reader (except for any statutory liability which cannot be excluded).
Information provided in this website is not intended to be personal financial advice and is for general information only. Readers should only act on information after having received professional advice appropriate to their personal circumstances.
Protecting Your Privacy
Your financial adviser must have reasonable grounds before making any recommendations regarding your financial plans, your investments or your personal insurance arrangements. Before making any recommendations, therefore, your adviser must ask about your individual financial situation, your objectives and your aspirations.
The information requested will be used strictly for that purpose, and to provide you with associated information and material.
We store information in different ways, including paper and electronic forms. We take reasonable steps to protect your personal information from misuse and loss or unauthorized access, modification or disclosure. You have a right not to divulge personal information if that is your preference. In that event we are required to warn you that any recommendations made may be inappropriate to your circumstances and needs.
The Collection of Personal Information From You
Your adviser is required by law to collect personal information from you in order to provide financial information or advice. In general some or all of the following kind of information will be collected and held by us.
The use of Your Personal Information
The personal information collected from you will or may be used for the purposes of determining recommended courses of action by you, or the selection of investments for you, or arranging life insurances or disability insurances, or taking other actions deemed appropriate for you circumstances.
The information may also be used to provide you with general information about superannuation, social security, investment and insurance products, and for the marketing of related financial products and services. This may include forwarding to you newsletters, brochures, information about products and services, and other material or information which your adviser believes may be of interest to you.
If at any time you prefer not to receive this information please inform us immediately and your name will be removed from the relevant mailing list.
Note: We do not provide any mailing lists to others.
The Disclosure of your Personal Information
The provision of financial information and services to you may require the disclosure by your adviser or our Licensee of your personal information to financial service providers, such as fund managers and insurers, who will be similarly restrained from disclosing any of your personal information to others without your approval. Where your personal information is disclosed we will seek to ensure that the information is held, used or disclosed in a manner consistent with the National Privacy Principles, and relevant Health Privacy Principles and any other applicable privacy laws and codes.
The types of organizations or persons who may be provided with your personal information, on a need-to know basis, are:
Government identifiers such as tax file numbers may be collected. However, we do not use or disclose this information other than when required or authorized by law or unless you consent to its disclosure to a third party.
Like all financial institutions, we must comply with all legislative obligations, including the Anti-Money Laundering & Counter Terrorism Financing Act 2006. This Act includes an obligation to report suspicious transactions.
Accuracy of Information Held About You
You may gain access to the personal information held by your adviser or our Licensed Securities Dealer during normal working hours, except that information about which the law may require denial of access, and you may have errors corrected or omissions filled. Any request in writing will be dealt with within a few days. If urgent access is required reasonable notice to enable retrieval of the information would be appreciated.
Resolving Issues about Privacy
If you have any issue, or complaint, about the privacy of your personal information, please contact us.