nelex Privacy Policy

It's important you can trust us with your personal information. We take your privacy and security very seriously. We'll only ask you for the information we need to help you build and protect your wealth.

Our Privacy Policy is in line with current Australian privacy legislation to cover:

  • why we need personal information and what types we collect
  • how we protect your personal information
  • who can access your personal information
  • how you can contact us to find out more about your personal information
  • what to do if you have concerns about your privacy.

Your identity will be verified prior to obtaining information about you, your business and any matter relating to your financial circumstances.

Why do we need your personal information?
Protecting your personal information is important to us and we will only collect the information necessary to enable us to provide our services to you. We understand some information is more sensitive so we will be clear about why we are collecting it, what we intend to use it for and how we will protect it.

In this policy, personal information is any information that could identify you or your business, be used to establish your identity, access to your information or any matters relating to your financial circumstances.

We collect, hold, use and disclose personal information so we can establish, manage and administer the services provided by us, and comply with legal and regulatory obligations.

We may also use and disclose your information for purposes related to those mentioned above, such as:
– Assisting with your questions and complaints
– Arranging for services to be provided
– Enhancing our customer service options
– Internal operations, such as record keeping, data analytics, auditing or training.

Will my personal information be used for direct marketing?
We use and disclose your personal information to keep you informed about the range of services we offer. You can opt out of receiving direct marketing information from us at any time.

What happens if I do not provide information that has been requested?
It’s your choice whether to provide your personal information. However, if you don’t, we might be unable to fulfill your request for a service and assist you to maintain your legal obligations.

What types of personal information do we collect?
We may ask for a range of personal information, limited to what we need, to assist us in providing you with relevant services. The information we request could include (but is not limited to) name, address, contact details, personal and business financial information including that held with third parties, passwords.

How do we collect personal or site information?
A lot of the personal information we collect will be directly from you. We will also collect personal information about you and your business from third parties such as but not limited to the Australian Taxation Office and the Australian Securities and Investments Commission. We gather this information either through forms that you complete and submit to us (in writing and digitally), and by recording the information you provide via phone calls and interviews.

How do we protect your personal and site information?
Whether your personal information is gathered through face-to-face meetings or by interacting with us via telephone, mail, internet or other methods, we take steps to store your information securely. We hold your personal and company information in a combination of secure computer storage facilities, paper-based files and other formats.

We take a number of steps to protect personal information from misuse, loss, unauthorised access, modification or improper disclosure. These include training our staff who handle personal information on the importance of maintaining the confidentiality of personal information and the privacy of individuals.

When we don’t need your personal information anymore we will delete, destroy or de-identify it.

In the unlikely event of a data breach we have measures in place to manage and respond to data breaches, which includes the notification to impacted individuals and data protection authorities globally, where required.

Who do we share personal information with?
Your personal information is not provided to anyone you have not given us permission to share it with. In the case of a contact or third party requesting information, you will be required to provide authority to us to liaise with them.

How do we update your personal information?
We will update your personal information if you contact us. In most cases you can update your personal information over the phone or via email.

We may update your personal information if we believe the personal information we hold is incomplete or out of date, we could seek to correct or complete our records by gathering data from other sources such as public records and other organisations.

How can you contact us about privacy?
You can call us on 0409 592 916, send an email to accounts@nelex.com.au or write to us at nelex, 31 Kelliher Avenue, Wodonga, VIC, 3690, to:
– seek more information about anything contained in this policy, or to request a printed copy of this policy
– update or correct your personal information
– opt out of receiving direct marketing material
– ask about accessing or correcting the personal information we hold about you; or
– make a privacy related complaint.

How do you find out about your personal information we hold?
You can access the personal and credit information that we hold about you by calling, emailing, or writing to us. We will do our best to respond within 30 days; if it’s going to take longer, we’ll get in touch to let you know why and ask for more time.

There is no charge for making a request to access your personal information. However, in some cases there may be a charge to cover the time we spend locating, compiling, and explaining the information you ask for. If there is a charge, we’ll give you an estimate up front and confirm that you wish for us to proceed.

How can you make a complaint about privacy?
We take privacy related complaints very seriously and consider all complaints carefully as part of our commitment to being open, honest, and fair in dealing with your concerns. We’ll contact you within five working days of receiving your complaint to let you know what actions we are taking regarding the matter.

Updated 08/07/2020