Our business is to provide financial planning advice and other services to enable individuals to understand their financial needs and make financial and investment decisions. To do this effectively, we need to collect certain personal information.
The type of personal information we may collect can include (but is not limited to) name, address, date of birth, contact details, income, assets and liabilities, account balances, tax and financial statements and employment details.
We obtain most of the information directly from our clients through applications and other forms. We may also obtain information from other sources.
If we are arranging applications for death, sickness and disability insurance we usually need to collect sensitive information. Sensitive information is subject to greater restrictions.
If you choose not to provide the information we need to ensure our advice is appropriate to your situation, we may not be able to provide you with advice or recommend a service or product.
Safeguarding the privacy of your information is important to us whether you interact with us personally, by phone, mail, over the internet or other electronic medium.
We hold personal information in a combination of secure computer storage facilities, paper-based files, other records and we take steps to protect the personal information we hold from misuse, loss, unauthorised access, modification or disclosure.
To make a complaint, please telephone Horizon Wealth Management Pty Ltd on (02) 9392 8700.
If you are not satisfied with the response to your complaint, you can telephone the Commonwealth Privacy Commissioner's hotline on 1300 363 992.
Horizon Wealth Management Pty Ltd
ABN 90 115 657 693
Australian Financial Services Licensee No. 353387
Suite 2006, Level 20, 44 Market Street
Sydney NSW 2000
Phone: (02) 9392 8700
Fax: (02) 9392 8799