PLAN Australia Broker Privacy Policy Statement

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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.

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