Privacy Act

  1. It is understood that any information gathered for this needs analysis is personal and I undertake to keep this information confidential and secure.
  2. The Privacy Act 2020 gives you the right to request access to and correction of your personal information.
  3. Information provided by you and or any authorised agent will be used by me for the purpose of providing advice to you and may also be used by any:
    1. Product or service provider when implementing any of my recommendations or variations thereof.
    2. Compliance advisors, assessors or by any claims investigators who may need access to such information; and
    3. Other professionals such as solicitors, accountants, finance brokers, financial planners when such services are required to complement this advice and as requested by you.

This information will be held by Gateway Finance Brokers at 1B Redwood Street, Upper Hutt.

Page last updated:  5 April 2021