Your personal information will be collected and held by Bishop Group Pty Ltd ATF Bishop Family Trust
ABN 72 9743 918 20 t/a Lorrequer Wealth & Advisory who are authorised representatives of Oreana
Financial Services Limited, an Australian Financial Services Licensee, who does not act in the capacity
of an authorised representative in relation to securities:
To enable your financial adviser to provide you with financial advice you request that is suitable for
your investment objectives, financial situation and particular needs we need to obtain and hold
personal information about you. This includes:
The personal information collected may include sensitive information such as health information and
memberships of professional or trade associations.
If it is reasonable and practicable we will only collect your personal information from you. Generally
your personal information will be collected when you meet with your adviser in person, provide your
adviser with information over the telephone or with written material. We may need to collect personal
information from third parties such as your accountant.
Your personal information is generally held in client files or a computer database. Your personal
information may also be held in a secure archiving facility.
We will seek to ensure that we take reasonable steps to ensure that the personal information that we
hold is protected from misuse and loss and from unauthorised access, modification and disclosure.
Some of the measures that we have adopted are having facilities for the secure storage of personal
information, having secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-identify personal information that we
no longer need for any purpose for which may be used or disclosed under the Australian Privacy
Your personal information may be disclosed for purposes related to the provision to you of the
financial advice you have requested. The types of service providers that may be provided with your
personal information are:
Your personal information may also be used in connection with such purposes.
We will seek to ensure that your personal information is not used or disclosed for any purpose other
We may disclose your personal information to third parties who provide services to us, in which case
we will seek to ensure that the personal information is held, used or disclosed consistently with the
Australian Privacy Principles.
In order to provide you with our services, we may need to share your information with organisations
outside Australia (for example Information Technology providers) – these countries include;
We may store your information in the cloud or other types of networked or electronic storage. As
electronic or networked storage can be accessed from various countries via an internet connection, it’s
not always practicable to know in which country your information may be held. If your information is
stored in this way, disclosures may occur in countries other than those listed. Overseas organisations
may be required to disclose information we share with them under a foreign law. In those instances,
we will not be responsible for that disclosure.
You can gain access to your personal information that we hold. This is subject to exceptions allowed
by law such as where providing you with access would have an unreasonable impact upon the privacy
of others. If we deny a request for access we will provide you with the reasons for this decision. To
request access please contact us(see “Contacting Us and Privacy Issues” below).
We endeavour to take reasonable steps to ensure that the personal information that we collect, use or
disclose is accurate, complete and up-to-date. If you believe that any of the personal information that
we hold is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy
Issues” below) and provide us with evidence that it is not accurate, complete and up -to-date.
If we agree that the personal information requires correcting we will take reasonable steps to do so. If
we do not correct your personal information we will provide you with the reasons for not correcting
your personal information. If you request that we associate with the information a statement claiming
that the information is not accurate, complete and up-to-date we will take reasonable steps to comply
with this request.
You can obtain further information on request about the way in which we manage the personal
information that we hold or you can raise any privacy issues with us by contacting us on 08 837342010