Commercial Brokers Australia P/L A.B.N 70 107 570 936
Kayser Investments P/L A.B.N 70 603 317 602
PO Box 3263, Newstead Qld 4006
Ph: 0468 513 135
Email: [email protected]
What information is collected?
At the time of taking an application, personal information is collected, such as full names, addresses, DOB, employment details
and copies of identification.
Along with personal information, financial information is also collected, consisting of, but not limited to: Assets and liabilities
statements, business/personal financial statements and tax returns, group certificates, pay slips and account statements.
How is information collected?
Personal information is collected at the time of the interview; if it is not available at the time, it is provided to us by email or post.
How is the information used?
Your information is used for the purposes of a finance application and is provided to financial institutions in relation to this
purpose only. Information is provided electronically by email.
Your contact details are added to our database as being a client of this office. The information is not disclosed to any third
parties, other than financial institutions, regarding your application.
Your information may be disclosed to third partied such as Financial Planners, Accountants and Solicitors. However, this is not
done without your prior authorisation.
We may contact you from time to time via post or email. You are able to opt out at any time by unsubscribing or contacting me
on email at [email protected].
Storage of information
Your personal information is required to be retained by this office for a period of 7 years from the date of your most recent
application.
Financials and tax returns are held for 2 years after which time they are destroyed. This information when current is stored
electronically – Tax File Numbers are removed and not recorded on any documentation held.
All electronic information is stored on a central server and can only be accessed by password. Physical files are not kept by this
office and any hard copies of information are destroyed once your file has been finalised.
If we accept an application from you and it does not proceed, we are still required to retain this information for a period of 7
years. This information will be retained electronically and after 7 years will be deleted from our servers.
What are my rights?
If at any time you feel we do not hold current and correct information, you are able to contact us by phone or email to update
this information.
If we contact you via any marketing activities, you have the right to opt out.
You have the right to request a copy of your information at any time.
If you have a concern or complaint in relation to our compliance with the Australian Privacy Principles, please contact us in
writing via email or post.
Current as at December 5, 2023
