Privacy Policy

Last updated: January 2024

Introduction

Cove Field ("we", "our", or "us") is committed to protecting the privacy of individuals who visit our website and use our financial advisory services. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Information We Collect

We may collect the following types of personal information:

• Contact details including name, email address, postal address
• Financial information necessary for providing advisory services
• Employment and income details
• Investment objectives and risk tolerance
• Identification documents for verification purposes
• Website usage data through cookies and analytics tools

How We Collect Information

We collect personal information through various means including:

• Direct interactions when you enquire about or engage our services
• Forms submitted through our website
• Email and other correspondence
• Meetings and consultations
• Third-party sources where you have consented to such disclosure

Purpose of Collection

We collect and use your personal information to:

• Provide financial planning and advisory services
• Respond to your enquiries and requests
• Comply with legal and regulatory obligations
• Improve our services and website functionality
• Communicate important updates about your accounts or our services
• Conduct research and analysis to enhance our offerings

Disclosure of Information

We may disclose your personal information to:

• Financial product providers when implementing your investment strategy
• Professional advisors including accountants and lawyers working on your behalf
• Regulatory bodies as required by law
• Service providers who assist in operating our business

We do not sell your personal information to third parties for marketing purposes.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Access controls limiting data access to authorised personnel
• Regular security assessments and updates
• Staff training on data protection practices

Your Rights

Under Australian privacy law, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information where applicable
• Withdraw consent for certain processing activities
• Lodge a complaint with the Office of the Australian Information Commissioner

Cookies and Tracking

Our website uses cookies to enhance user experience and analyse site traffic. For detailed information about our cookie practices, please refer to our Cookie Policy.

Data Retention

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records are retained for a minimum of seven years as required by Australian tax and corporate law.

International Transfers

Your personal information is primarily stored and processed in Australia. If we transfer data internationally, we ensure appropriate safeguards are in place to protect your information in accordance with Australian privacy requirements.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a revised "last updated" date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

Email: [email protected]
Address: Level 28, 123 Pitt Street, Sydney NSW 2000