Heffron Consulting Pty Ltd (we, us or our) collects personal information about you to provide our services, manage our relationship with you, and meet our legal and regulatory obligations.
We may collect your personal information directly from you or, where unreasonable or impracticable, from third parties such as your adviser.
In some cases, we are required or authorised by law to collect and verify your personal information (such as identification documents), including under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 and to meet our obligations under the Tax Practitioners Board regulatory framework.
If you do not provide the information we request, we may not be able to provide our services to you.
We may disclose your personal information to regulators (including the Australian Taxation Office and the Tax Practitioners Board), advisers, and third party service providers who assist us in delivering our services. Some of these recipients may be located overseas. Where we disclose information to overseas recipients, we take reasonable steps to ensure your personal information is handled in accordance with Australian privacy laws.
Our Privacy Policy explains how and why we collect your personal information, the types of information we collect, how to access or correct your information, make a complaint, and how we handle complaints. Our Privacy Policy is available on our website.
For enquiries, please contact our Privacy Officer at Heffron, PO Box 200, Maitland NSW 2320, or via email at privacy.officer@heffron.com.au
