Accuracy of Information

The information on this website is provided to you "as is" by Proforma Financial Solutions in good faith and has been derived from sources believed by Proforma Financial Solutions to be reliable and accurate at the time of providing it. Proforma Financial Solutions does not guarantee the accuracy of information on this website.

Disclaimer

To the extent permitted by law, Proforma Financial Solutions, its employees,  and authorised representatives exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information on this website whether or not caused by any negligent act or omission. If any law prohibits the exclusion of such liability, Proforma Financial Solutions hereby limits its liability, to the extent permitted by law, to the resupply of the said information.

Not a recommendation.

The information on this website is not intended to be a recommendation, offer, or invitation to take up  financial products by any company or person. The information provide is general in nature and does not take into account your particular circumstances. You should always consult your Financial Planner for advice that addresses your specific needs and situation before making investment decisions.

The Australian Position Only

The information contained in this website relates only to Australia and not to any other country. Any references to dollars are references to Australian dollars, unless otherwise specified.

PLAN AUSTRALIA PRIVACY STATEMENT

From 21 December 2001, PLAN Australia came within the private sector provisions of the Privacy Act 1988. In accordance with national Privacy Laws this statement sets out in general terms how PLAN Australia handles personal information.

PLAN Australia respects the privacy of your personal information.

Use and disclosure of personal information

PLAN Australia maintains a database of its Members and their Loan Consultants, for the purpose of tracking and making payments of Members' and Loan Consultants' commissions. Details from this database may be released to relevant lending institutions, and to PLAN Australia's Trustee to administer the commission system.

PLAN Australia collects limited personal information about its Members' and their Loan Consultants' clients, in order to track and make payment of Members' and their Loan Consultants' commissions relating to those clients. In some cases, PLAN Australia collects limited personal information about its Members' and their Loan Consultants' Referrers and certain other third party business contacts, also in order to track and make payment of commissions. In some cases, PLAN Australia also collects limited personal information about its Members' and their Loan Consultants' administrative staff in order for those staff to be given access to loan lodgement and commission payments information as requested by the Member. Clients', Referrers', third party business contacts' and administrative staff's details are not generally disclosed outside PLAN Australia.

Right of Access

Any personal information held by PLAN Australia can be accessed by the Individual.

Because our members may hold more client personal information than is supplied to us, clients may in some cases be referred to the PLAN Australia member who dealt with the application.

To exercise your rights of access, for more information on how we handle personal information, or to make a complaint about a breach of privacy by PLAN Australia, please contact our Service Desk on (07) 3425 2342.