Life Shield - Your Life, Your Protection, Personal Insurance

Privacy Policy


Life Shield is bound by the National Privacy Principles (NPP) established under the Privacy Amendment (Private Sector) Act 2001.

 

What type of information does Life Shield hold?


As an organisation that variously provides risk, superannuation and / or financial planning advice, we are subject to legislative and regulatory requirements which require us obtaining and holding detailed information which personally identifies you and / or expresses an opinion about some aspects of your financial position. This “personal information” may include the following:


  • Name and address
  • Date of birth
  • Contact details including telephone numbers
  • Gender
  • Occupation and employment details including history
  • Details of your financial needs and objectives
  • Details of your current financial position including salary and other income, expenditure, assets and liabilities, risk protection, superannuation and other investments.
  • Details of your risk preferences
  • Details of your health
  • Details of your social security eligibility and
  • Details of your estate planning requirements.

 

Will Life Shield share this information with other companies?


At no time will Life Shield pass your personal information to a third party for marketing purposes.

 

How does Life Shield use this information?

It is important for us to obtain this information as it enables us to provide appropriate and timely advice to our clients. Failure to obtain this information could well compromise the quality of advice provided to our clients.
We will only collect information from you in a face to face interview, by telephone, through the return of a data collection form or by any electronic means satisfactory to you. We will not collect any information about you unless you knowingly provide it to us or authorise a third party to do so.

The personal information we collect about you is to enable us to provide the following services to you:

  • Preparation of advice regarding your life risk, superannuation or financial planning needs,
  • Reviewing your current position with respect to life risk, superannuation, or financial planning,
  • Making investment and securities recommendations,
  • Considering any other areas relevant to your financial needs.

 

To obtain a complete copy of our Privacy Policy including Complaints Resolution and Breaches of Privacy, please click here.

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CORRECTIONS REQUIRED:

After having had my income protection, with a company based abroad, for the last 15yrs I recently decided to sort it here in Australia.(Now based here so it makes sense.)
Needless to say the thought of trying to get a similar product for a good price was a concern....

Dr S.T (BDSc)
Dentist
Newman, WA.


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- Copyright Lifeshield 2009 - All Rights Reserved

Life Shield Pty Ltd is an Authorised Representative of Guardianfp Ltd ABN 40 003 677 334 AFSL & ACL No. 237641

 

 

Contact Details
Phone: 1300 447 710
Fax: 1300 44 24 10
Email: enquiries@lifeshield.com.au
Post: PO Box 9292, South Yarra VIC 3141

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