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Privacy Policy
At Central Financial Planning, we prioritise protecting your personal information and ensuring transparency in handling it. Our Privacy Policy complies with the New Zealand Privacy Act 2020, outlining how we collect, use, and safeguard your details, such as your name and contact information, through calls, emails, or digital platforms. Your data is securely stored and used only for legitimate purposes, with strict safeguards in place. We may share your information with trusted parties when required but never sell it. You have rights to access, correct, or delete your information, and complaints will be addressed promptly. For more details, contact us or visit our website.
Purpose
At Central Financial Planning, we recognize the importance of protecting your personal information and being transparent about how we handle it. Protecting your privacy is integral to our relationship with you. This Privacy Policy outlines how we comply with the New Zealand Privacy Act 2020 in collecting, using, disclosing, and safeguarding your personal information.
By contacting us through our website, you agree to this Privacy Policy. If you do not agree, please contact us directly at 03 448 8613 instead of using digital platforms.
Consent to Privacy Policy
Collection of Personal Information
- Definition - Under the Privacy Act, personal information refers to details about an identifiable individual.
Types of Information Collected
We collect information necessary to provide our services, such as:
Name
Date of birth
Contact details (email, postal address, phone number)
Details of your inquiries and preferences
Information related to products and services you use
How Information is Collected
We collect personal information primarily from you via:
Phone or video calls (e.g., Microsoft Teams, Zoom)
Digital platforms such as our website
Emails, texts, WhatsApp, or iMessage
Participation in marketing campaigns or promotions
We may also collect personal information from publicly available sources or your professional advisers, with your express consent.
Currently, we do not use cookies to track your activity on our website. Should this change, this policy will be updated accordingly.
Cookies and Online Device Information
Purpose of Collection
- Your personal information may be used to:
Assess eligibility for services
Facilitate the delivery of services
Respond to inquiries
Provide information on additional products and services
We are also obligated to maintain certain information for regulatory purposes.
Your information is securely stored electronically (primarily on cloud-based platforms such as Microsoft Azure) or in physical files. Measures we take to protect your information include:
Controlled access to information systems
Secured premises
Employee training on information security
Compliance monitoring of service providers
Despite our efforts, we cannot guarantee complete protection against unauthorized access. Please notify us immediately if your account security is breached