PRIVACY POLICY
Last Updated 15 January 2024
JMP Financial Pty Ltd, and
(“JMP Financial,” “us,” “we,” or “our”) are committed to protecting your privacy and ensuring compliance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy outlines how we collect, use, disclose, and manage your personal information.
We use the terms “you” and “your” to refer to visitors to our website, customers, and any individuals with whom we interact. By using our services or visiting our online resources, you agree to the terms of this Privacy Policy.
We collect personal information that is reasonably necessary for our business activities. Personal information includes information or opinions that identify an individual or are reasonably capable of identifying an individual. This may include:
Contact Information: Name, address, phone number, and email address.Financial Information: Information required for providing financial services, such as details about your insurance needs.Online Information: IP addresses, cookies, and browsing behavior collected via our website for analytics and improvement.
We may also collect sensitive information (e.g., health information) with your explicit consent, as required to provide services.
We collect your personal information in the following ways:
Directly from you: When you provide it to us through forms, email, phone, or other communications.Automatically: When you interact with our website or online resources, through technologies such as cookies and analytics tools.From third parties: When you have authorized us to obtain information from others, such as insurers, brokers, or referral partners.
We use your personal information for purposes including:
Providing financial services, including life insurance advice and support.Communicating with you about your inquiries, services, and updates.Complying with legal and regulatory obligations.Improving our services and online resources.
We will not use your personal information for direct marketing unless you have given us consent or it is otherwise permitted by law.
We may disclose your personal information to:
Insurers, brokers, and financial service providers necessary for delivering our services.Service providers who assist us with operational activities (e.g., IT support, payment processing).Government bodies or regulators, as required by law.Third parties when you have given consent.
We do not sell or rent personal information to third parties.
We store personal information securely, using physical, electronic, and procedural safeguards to protect it from unauthorized access, misuse, or loss.
When personal information is no longer required, we will take reasonable steps to securely destroy or de-identify it, in compliance with our legal obligations.
Under Australian privacy law, you have the right to:
Access the personal information we hold about you.Request corrections to your personal information if it is inaccurate, incomplete, or outdated.Opt out of direct marketing communications.
To exercise these rights, please contact us using the details below.
Our website uses cookies and similar technologies to enhance your user experience and analyze website traffic. You can adjust your browser settings to reject cookies, but this may limit some functionalities of our website.
If you have questions, concerns, or complaints about our privacy practices, please contact us:
JMP Financial Pty Ltd
Attn: Privacy Officer
PO Box 87, ELLEN GROVE, QLD, 4078
Email:
Phone: 0450457765
If you are not satisfied with how we handle your complaint, you can contact the
Office of the Australian Information Commissioner (OAIC)
at
.
We may update this Privacy Policy from time to time. The latest version will always be available on our website.