This document describes how Ethical Wealth Management Pty Ltd manages personal information.
Ethical Wealth Management Pty Ltd only collects personal information that is necessary for us to perform our functions and activities which consist of the provision of cause-related involvement options, financial services, and related activities.
The kinds of personal information Ethical Wealth Management Pty Ltd collects and holds will depend upon your dealings with Mortgage Finance Services Pty Ltd and the circumstances in which it was collected. In respect to your dealings with Ethical Wealth Management Pty Ltd, we may collect information about you from third parties including without limitation credit agencies, referees provided by you, State and Commonwealth public sector institutions, organisations and agencies and external bodies.Ethical Wealth Management Pty Ltd respects your privacy. Any personal information which Ethical Wealth Management Pty Ltd collects about you will be used by Ethical Wealth Management Pty Ltd to facilitate the offer, provision and improvement of Mortgage Finance Ser-vices Pty Ltd and benefits to you or with respect to your participation with Ethical Wealth Management Pty Ltdin its activities. Mortgage Fi-nance Services Pty Ltd may use the information you provide for marketing, administrative, planning and reporting purposes, compilation and analysis of statistics, and for the handling of complaints.In order to do this, Ethical Wealth Management Pty Ltd may disclose your personal information to:
• professional advisers such as solicitors, accountants and external auditors;

• registered charities or not-for-profit organisations working with Ethical Wealth Management Pty Ltd ;
• those who maintain and update our database, who assist with mailouts and other administration, who arrange, participate and sponsor Ethical Wealth Management Pty Ltd activities, who deliver education, publishing, distribution and technical services and other services in-cluding industry survey and analysis;
• State and Commonwealth public sector institutions, organisations and agencies and external bodies involved with the handling of any disciplinary or complaint matters related to your dealings or association with Ethical Wealth Management Pty Ltd; or
• other organisations which participate in the activities of Ethical Wealth Management Pty Ltd.
Ethical Wealth Management Pty Ltd may also use your personal information to provide you with information about other products and ser-vices offered or distributed by the Myshare Group. Ethical Wealth Management Pty Ltd will not otherwise, without your consent, use or dis-close your personal information for any purpose unless it would reasonably be expected that such purpose is related to the offer, provision and improvement of Ethical Wealth Management Pty Ltd and benefits to you or where such purpose is permitted or required by law.
If you would like more information about the way we manage our personal information or are concerned that we may have breached your privacy and wish to make a complaint, please contact us by calling us by phone or by writing to us at the postal or email address set out in our Contact Us page.