Adviser Survey Privacy Policy and Terms

Effective Date: 6 September 2024 

At Impaktful Pty Ltd (ABN 12675924688), we respect your privacy and are committed to protecting the personal information you share with us. This privacy policy outlines how we collect, use, and manage your information when you participate in our surveys. 

1. Collection of Information 

We collect information from financial advisers through surveys, which may include your perspectives on various types of financial advice (e.g., retirement, philanthropy, investing), your clients’ preferences, and general information about your practice. The information collected is used to create personalised reports and insights tailored to your needs. 

2. Use of Information 

By participating in our survey, you agree that Impaktful Pty Ltd may use your information for the following purposes: 

• To generate personalised reports for you based on your survey responses. 

• To produce aggregated, anonymised content that provides insights into the financial advice industry. 

• To share generalised trends and insights from the survey with our partners and the broader market. 

3. Sharing of Information

We may share aggregated, anonymised demographic data with third-party partners, such as product providers and service vendors, to help them better understand market trends and advisor preferences. This information will not include personal identifiers such as your name or contact details unless explicitly authorised by you. 

4. Data Security

We take reasonable steps to protect your information from misuse, interference, loss, unauthorised access, modification, or disclosure.  

5. Your Rights

You have the right to: 

• Access the personal information we hold about you. 

• Request corrections to any inaccurate information. 

• Withdraw your consent for us to use your information at any time, which can be done by contacting us at the email below. 

6. Consent

By completing our survey, you consent to the collection, use, and sharing of your information as outlined in this policy. We value your trust and are committed to using your data responsibly and respectfully. 

7. Changes to This Policy 

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on our website, and we encourage you to review this policy periodically.

Contact Us 

If you have any questions or concerns about this privacy policy or how we handle your personal information, please contact Adrian at Impaktful Pty Ltd:

Email: hello@impaktful.com.au