In this Privacy Policy: "Newhaven Group", "we", "our", and "us" means Newhaven Group Pty Ltd and its related and subsidiary entities.

National Privacy Principles

Newhaven Group is bound by the National Privacy Principles.

What type of information does Newhaven Group hold?

The type of information we hold varies depending on the type of product or service we provide to you. For example, Newhaven Group will hold different information about you if you have facilitated an Investment Loan through us than we will hold if you have personal accounting services through us.

In general, Newhaven Group may hold the following personal information:

• Name and address

• Date of birth

• Contact details, which may include your telephone number

• Your gender

Newhaven Group may also hold the following information about you:

• Occupation

• Tax file number, where you have given it to us

• Health information (for some types of insurance)

• Information relevant to your financial situation, for example where we have prepared a financial plan for you

• Insurance claim information, where this is relevant

• Your employer's name and address

• Your salary

• The names and addresses of your dependents or beneficiaries

• Other information that you have given us

How does Newhaven Group use this information?

We use this information to source appropriate products and services for you. These services and products may relate to financial planning, accounting, legal, lending and real estate services.

We may also use the information to send you material about other financial products or services. If you do not want to receive this type of material, tell us and we will stop. Our contact details are set out below.

Does Newhaven Group usually share information with other companies?

Newhaven Group does not usually share information with anyone else other than its internal staff and advisers on a restricted basis. It does share information as required by law e.g. The ATO, Centrelink.

We do not sell mailing lists.

How does Newhaven Group handle a request for access to personal information?

Under the National Privacy Principles you are generally entitled to access the information we hold about you. Where you are entitled to access, the time we require to give you access will depend on the type of information requested. If we can, we will answer your question immediately. We will also try to answer you in the same way that you ask, for example, if you telephone to ask for the information we will, if practicable, give you that information over the telephone. We will generally respond to a written request in writing.

Sometimes, we will ask that you put your request in writing, for example, where you want copies of material or access to older information or files which are not current or it is necessary for us to retain a record of your request. We may also ask you to identify yourself to our satisfaction. If we are entitled under the National Privacy Principles to refuse to give you access, we will tell you and provide reasons.

What if some of the information Newhaven Group holds is wrong?

Please tell us. We want our records to be accurate, complete and up to date. Unless we disagree with you about the accuracy or completeness of a record, we will generally correct it on request, (or suggest alternative arrangements for updating our records). If we disagree with you, we will give you our reasons.

How do I make further enquiries or complain about a breach of privacy?

If you require more information about the way Newhaven Group manages personal information or wish to make a complaint about a breach of your privacy, please contact Newhaven Group (see below for details) and ask to speak to our Professional Standards Manager, who is responsible for privacy issues.

How can I contact Newhaven Group?

Write to Us

Responsible Manager

Newhaven Group Pty Ltd

Level 5, 180 Albert Road

South Melbourne, VIC 3205

Changes to this Privacy Policy

We reserve the right to review and amend this Privacy Policy from time to time and to notify you by posting an updated version on our website.