Privacy Policy

What is Personal Information?
Personal information is anything that can be used to identify you. Crown Investment and Financial Services uses the personal information you provide to help our broker network identify the financial services that are tailored to your particular needs.
Why personal information is collected by Crown Investment and Financial Services?
Information is collected by Crown Investment and Financial Services to provide you with the best possible service when determining tailored financial solutions. The type of information we may collected is:

Referring website and website usage information
Personal contact information
Enquiry emails
Personal financial information supplied via forms on our website.
Notes of phone conversations.

How do we collect personal information?
Information is collected primarily via our website through the use of cookies and website forms. Additional information may be collected via telephone conversation. All notes of conversations will be placed within our secure information repository along with your other details.
Do we disclose personal information to anyone else?

Information gathered via this website is shared with selected 3rd party finance brokers in order to deliver you with a financial information service.
Information may also be handled by third party providers of support systems that enable us to manage the information you have provided.
Information will be provided to law enforcement officials upon request.

Direct marketing
Your information may be used in the process of direct marketing. Removal from our direct marketing process can be achieved by either phoning (1300 889 310) or emailing with a brief note of your request including email address, name, and phone number.
Ensuring personal information is up-to-date
We rely on the personal information we hold in conducting our business. Therefore, it is very important that the information we hold is accurate, complete and up-to-date.

Information can be updated by emailing with your new details or by phoning (1300 889 310).
Security of personal information

external and internal security at locations where the information is held
Information accessible via computer is secured with an SSL certificate on a server with limited password access.
Information is limited to selected employees of Crown Investment and Financial Services and selected brokers who are involved in the Crown Investment and Financial Services system.

Access to personal information by individuals
Individual are able to access the personal information held by Crown Investment and Financial Services for a small processing fee of $15.

Please contact or phone (1300 889 310) to request this information
Resolving concerns
Privacy concerned can be resolved by emailing or by phoning 1300 889 310 and asking to speak to a privacy officer.
Other Privacy Issues
Brokers within our network may collect additional information from you in order to better determine your financial needs. This additional information will not be held by Crown Investment & Financial Services and as such will be subject to the brokers privacy policy.