Privacy Policy

Last updated: 25 November 2023

At Premier Wealth Protection, we are committed to protecting your privacy and the security of your personal information. This Privacy Policy explains how we collect, use, disclose and protect your personal information.

1. Information We Collect

We collect and process personal information necessary to provide our insurance brokerage services. This may include:

  • Personal details, such as your name, address and date of birth
  • Contact information, such as your phone number and email address
  • Financial information, such as income and payment details
  • Insurance history and details of your existing cover
  • Health information where relevant to insurance products
  • Other information reasonably necessary to provide our services

2. How We Collect Information

We may collect personal information through a number of channels, including:

  • Directly from you during an enquiry, application or claims process
  • From insurers, regulatory authorities and service providers
  • Through our website when you provide information online
  • Through communications with us, including email and telephone

3. How We Use Your Information

We may use your personal information to:

  • Provide insurance brokerage and related services
  • Assist with insurance applications and underwriting
  • Process and manage insurance claims
  • Meet legal and regulatory requirements
  • Communicate with you about your insurance policies and enquiries
  • Improve our services and customer experience

4. Disclosure of Information

Where necessary, we may disclose your personal information to:

  • Insurance companies for underwriting and policy administration
  • Third-party service providers that assist us in providing our services
  • Regulatory authorities where required by law
  • Other parties with your consent or where permitted by law

5. Security

We take reasonable measures to protect your personal information from unauthorised access, disclosure, alteration and loss. We use appropriate systems, technologies and processes to help safeguard the information we hold.

6. Access and Correction

You may request access to the personal information we hold about you or ask us to correct information that is inaccurate, incomplete or out of date. To make a request, please contact us using the details below.

7. Retention

We retain personal information for as long as reasonably necessary to provide our services and meet our legal and regulatory obligations, or for any longer period required or permitted by law.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices, services or legal obligations. Any updated policy will be published on our website.

9. Contact Us

If you have any questions, concerns or requests relating to your privacy or this Privacy Policy, please contact us:

Premier Wealth Protection
PO Box 1157, Geelong VIC 3220
admin@pwpg.com.au
0426 954 144
By using our services, you acknowledge that you have read and understood this Privacy Policy.