PRIVACY POLICY
Last Updated: 21 July 2025
I THINK Financial Group Pty Ltd ("we", "us", "our") is committed to protecting your privacy and handling your personal information in an open and transparent way. This policy outlines our obligations in managing the personal information we hold about our clients, potential clients, contractors and others.
We are bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). This policy sets out how we collect, use, store and disclose your personal information.
1. Collection of Personal Information
We collect personal information from you that is necessary for us to provide you with our financial products and services. The types of personal information we may collect include:
- Your name, address, date of birth, and contact details (including email and phone number).
- Financial information, including your income, expenses, assets, liabilities, and financial objectives.
- Employment details and history.
- Tax file number (TFN) and bank account details.
- Information about your investment preferences and risk tolerance.
We will generally collect this information directly from you, either in person, over the phone, through written correspondence, or via our website.
2. Use and Disclosure of Personal Information
We use your personal information for the primary purpose of providing financial advice and services to you. This includes:
- Assessing your financial situation and needs.
- Preparing and implementing financial plans and strategies.
- Applying for and managing investments and other financial products on your behalf.
- Complying with our legal and regulatory obligations.
We may disclose your personal information to third parties, including:
- Financial institutions, superannuation funds, and insurance providers.
- Our authorised representatives and service providers (e.g., IT support, auditors).
- Government and regulatory bodies (e.g., ATO, ASIC) as required by law.
We will not share your personal information with third parties for marketing purposes without your consent.
3. Data Security and Storage
We take reasonable steps to protect your personal information from misuse, interference, loss, and from unauthorised access, modification or disclosure. Your information may be stored in hard copy or electronic format in secure premises and systems.
4. Access and Correction
You have the right to access the personal information we hold about you and to request corrections if you believe it is inaccurate, out-of-date, or incomplete. To request access or a correction, please contact us using the details below.
5. Website and Cookies
When you visit our website, we may use cookies to collect information about your use of the site. This information is used to improve our website and services and is not used to personally identify you.
6. Complaints and Contact Details
If you have a complaint about how we have handled your personal information, or if you have any questions about this policy, please contact our Managing Director:
Michael Ianchello
Managing Director
I THINK Financial Group
michael@itfg.com.au
We will investigate your complaint and attempt to resolve any breach that might have occurred in accordance with the Privacy Act 1988 (Cth).
7. Changes to this Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website.