No family or individual are the same, and neither are their financial interests.
Eleventen is a strategic financial advisory practice. We develop tailored financial plans for our clients, based on their unique situations and individual goals.
Eleventen is committed to our clients and everything we do is in their best interests.
‘We’, ‘Us’ and ‘Our’ refer to:
ELEVENTEN Advisory Services Pty Ltd
ACN: 618 026 967
AFSL No: 498952
ELEVENTEN Advisory Pty Ltd
ACN: 607 339 631
As a licensee authorised to carry on a financial services business.
We recognise that any personal information we collect about you will only be used for purposes we have collected it for or as allowed under the law. It is important to us that you are confident that any personal information we hold about you will be treated in a way which ensures protection of your personal information.
Our commitment in respect of personal information is to abide by the Australian Privacy Principles for the protection of personal information, as set out in the Privacy Act (1988) and the Privacy Amendment (Enhancing Privacy Protection) Act 2012 (Collectively referred to as the Privacy Act) and any other relevant law.
When we refer to personal information we mean information from which your identity is reasonably apparent. This information may include information or an opinion about you. The personal information we hold about you may also include credit information.
AML information is information which is used to assess whether your investment in any way breaches the terms and conditions of Anti- Money Laundering and Counter Terrorism Financing Act (2006) currently prevailing in Australia.
Under the Anti-Money Laundering Laws, we are required to identify relevant individuals or entities when opening a new account or setting up a new product. We are required to sight and record details of certain documents (i.e. photographic and non-photographic documents} and obtain certain other information about entities and individuals in order to meet the standards set under those laws.
The kinds of personal information we may collect about you include your name, date of birth, address, account details, occupation, tax file number (TFN} and any other information we made need to identify you.
ELEVENTEN Advisory collects personal information through a variety of ways including through our Data Collection Form, from standard documents (primarily the Application Form, Rollover Forms, Super Member Statements, Tax Returns}, information that you may provide to us by telephone, in writing or via email and internet, and information that you provide to us through a third party such as your legal adviser or accountant.
The reason for the collection of the information is to enable your Adviser to better assess your needs and objectives and as a consequence provide appropriate advice to you. Should you choose not to give full and accurate information the recommendations may not be appropriate to your entire circumstances.
Information is also collected when we arrange for account opening on your behalf.
We only collect personal information which is necessary for us to provide services to you. The types of personal information we collect and hold about you include your name, date of birth, contact details, bank account details and tax file number.
The types of services we provide mean that there are occasions where we receive personal information without the direct involvement of the person concerned. Where we receive personal information from a third party, we rely on that third party to notify you of that fact and to obtain any consent necessary from you for collection, use and disclosure of this information by us.
Where reasonable and practical we will collect your personal information directly from you. We also collect your personal information from people such as accountants and lawyers.
ELEVENTEN Advisory uses your personal information in the provision of services to you, (including the provision of advice, administration, record keeping and reporting to you) and in complying with relevant laws.
We may need to disclose personal information to third parties in the following situations:
We take steps to ensure third parties keep your personal information confidential and only use it for the purpose for which they have been authorised.
If we wish to use any personal information we have collected other than as notified to you in this Policy, we will not do so without your consent. We are permitted to use or disclose information held about you:
Prior to disclosing any of your personal information to another person or organisation, we will take all reasonable steps to satisfy ourselves that:
A. the person or organisation has a commitment to protecting your personal information at least equal to our commitment, or
B. you have consented to us making the disclosure.
We may use cloud storage to store the personal information we hold about you. The cloud storage and the IT servers may be located inside or outside Australia.
If you cease to be a client of ELEVENTEN Advisory, we may keep records about you, including personal information for at least 7 years, to comply with legislative requirements.
We regard the security of personal information as very important and take all reasonable steps to ensure that all information is stored in a secure environment.
Information we hold is accessible only by authorised personnel. Reasonable commercial standards of technology and operations security have been put in place.
ELEVENTEN Advisory confirms that is does not use your personal information for direct marketing purposes.
It is important to us that the personal information we hold about you is accurate and up to date. During the course of our relationship with you we may ask you to inform us if any of your personal information has changed.
If you wish to make any changes to your personal information, you may contact us. We will generally rely on you to ensure the information we hold about you is accurate or complete.
Your personal information is held at the office of ELEVENTEN Advisory. You can request access to the personal information we hold about you, in accordance with the Australia Privacy Principles.
Depending on the type of request that you make we may respond to your request immediately, otherwise we usually respond to you within seven days of receiving your request. We may need to contact other entities to properly investigate your request.
There may be situations where we are not required to provide you with access to your personal information, for example, if the information relates to existing or anticipated legal proceedings, or if your request is vexatious.
An explanation will be provided to you, if we deny you access to the personal information we hold about you.
If any of the personal information we hold about you is incorrect, inaccurate or out of date you may request that we correct the information. If appropriate we will correct the personal information at the time of the request, otherwise, we will provide an initial response to you within 7 days of receiving your request. Where reasonable, and after our investigation, we will provide you with details about whether we have corrected the personal or credit information within 30 days.
If we refuse to correct personal information we will provide you with our reasons for not correcting the information.
If we collect government identifiers, such as your tax file number, we do not use or disclose this information other than required by law. We will never use a government identifier in order to identify you.
We will only collect sensitive information about you with your consent. Sensitive information is personal information that includes information relating to your racial or ethnic origin, political persuasion, memberships in trade or professional association or trade unions, sexual preferences, criminal record, or health.
We will take reasonable steps to protect your personal information by storing it in a secure environment. We may store your personal information in paper and electronic form. We will also take reasonable steps to protect any personal information from misuse, loss and unauthorised access, modification or disclosure.
ELEVENTEN Advisory confirms that it does not pass on information about you to overseas recipients unless:
If your information is or may be passed to an organisation overseas, and ELEVENTEN Advisory is not in any way restricted from doing so, ELEVENTEN Advisory will inform you of the details.
When browsing our website, our web servers automatically collect standard information as part of the HTP web protocol – information such as your IP address, browser type, operating system, access time, referring sites and pages viewed.
We do not collect personal information using our website. ELEVNTEN Advisory does not use ‘cookies’ to collect information from you through the website. The website may contain links to other sites.
If you are dissatisfied with how we have dealt with your personal information, or you have a complaint about our compliance with the Privacy Act and the Credit Reporting Code, you may contact our Privacy officer on (03) 8840 8038 or by writing to us at either:
Email: email@example.com or
Privacy Officer at PO Box 8607 ARMADALE VIC 3143.
We will acknowledge your complaint within seven days. We will provide you with a decision on your compliant within 30 days.
If you are dissatisfied with the response of our Privacy or Complaints officer, you may make a compliant to our External Dispute Resolution Scheme:
Financial Ombudsman Service Limited which can be contacted on either:
Ph: 1300 780 808 or
Mail: GPO Box 3, Melbourne VIC 3001
Privacy Commissioner who can be contacted on either:
Web: www.oaic.gov.au or
Ph: 1300 363 992.
You may request further information about the way we manage your personal information by contacting us.
We are constantly reviewing all of our policies and attempt to keep up to date with market expectations. Technology is constantly changing, as is the law and market place practices.