Notice of collection of personal information
Tribeca Financial Pty Ltd ACN 147 832 433, RYAR Group Pty Ltd ACN 127 659 198 and our related bodies corporate (“we”, “our”, “us”) direct you to our Privacy Policy available on our website.
We collect personal information about you in order to (without limitation) respond to your enquiry, add you to our mailing list, sign you up as a client, provide you with any products or services and information on products and services which may be of interest to you and for purposes otherwise set out in our Privacy Policy. We may have already collected Personal Information and Sensitive Information from you, or from third parties, as required and/or authorised under the Act or by law.
The information you provide will be collected by or on behalf of us and may be disclosed to third parties that help us deliver our products and services (including information technology suppliers, communication suppliers, other financial or accountancy advisors/providers, and our business partners) or as required by law. If you do not provide this information, we may not be able to provide all our services and products to you. We may disclose your personal information to recipients that are located outside of Australia, including to our team members located in the Philippines, and as otherwise detailed in our Privacy Policy.
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We will also collect information from you to meet our obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act. We will generally collect this information directly from you however in some cases we will seek your authority to collect it from other parties such as your accountant or your superannuation fund. If you do not provide us with all the information that we request, we may not be able to provide our services to you. We will hold and use your personal information so that we can continue to provide our services to you. We will only disclose your personal information to external parties where:
- The law requires us to do so
- You consent for us to do so
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We may use artificial intelligence (AI) tools to assist us to provide services. These tools may capture and process personal information you share with us, such as your name, financial circumstances, and goals. We use AI tools only for the purpose of accurately documenting advice discussions or service meetings, ensuring we meet our regulatory obligations (such as record-keeping) and enhancing the quality and consistency of the services we provide. We ensure that any AI tools or platforms we use:
- Comply with Australian privacy and data security standards
- Are subject to strict access controls and confidentiality obligations
- Do not use your personal information for unrelated or commercial purposes
If an AI service provider is located outside Australia, we will take reasonable steps to ensure that the provider complies with privacy obligations equivalent to those under the Privacy Act 1988 (Cth) (in accordance with APP 8 – Cross-border disclosure).
You may request access to, or deletion of, meeting notes that have been recorded or transcribed using AI by contacting us on 1300 388 285.
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Our Privacy Policy explains: (i) how we store and use, and how you may access and correct your personal information; (ii) how you can lodge a complaint regarding the handling of your personal information; and (iii) how we will handle any complaint. If you would like any further information about our Privacy Policy or privacy practices, please contact us at the details listed below.
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By providing your personal information to us, you consent to the collection, use, storage and disclosure of that information as described in the Privacy Policy and this collection notice.
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If you have any issue relating to your personal information you can contact the Privacy Commissioner:
The Privacy Commissioner
GPO Box 5218
Sydney NSW 2001
Email: privacy@privacy.gov.au
Phone: 1300 363 992
If you would like to talk to Tribeca Financial about how we can help you live your Good Life, you can arrange a complimentary phone consultation with one of our financial advisors.