Protecting our clients’ privacy is very important to us. The Privacy Act requires that we handle your personal information in accordance with a set of national principles, known as the Australian Privacy Principles (APPs), which regulate the collection, use, correction, disclosure and transfer of personal information about individuals by organisations like us in the private sector. This Policy explains our policies and practices with respect to the collection, use and management of your personal information and our approach to the APPs.
The Beryllium Advisers Board is ultimately responsible for overseeing this Policy. The Privacy officer is responsible for updating this Policy and for managing the business impacts of privacy laws within Beryllium Advisers. This Policy is reviewed and updated annually by the Privacy Officer, unless required earlier. The most current version of the Policy can be obtained from our website at www.beadvisers.com.au. Questions about this policy should be directed to the Privacy officer.
You can contact our Privacy officer by:
Phone: 1800 262 258
Mail: PO BOX 5183 Kenmore East LPO Q 4069
Email: compliance@beadvisers.com.au
The Beryllium Advisers Group includes:
• Beryllium Advisers ABN 64 628 654 099 (Holds an Australian Financial Services Licence 512 550 and provides financial planning advice to retail and wholesale clients)
• Our Corporate Authorised Representatives and Authorised Representatives.
Members of the group that have collected personal information are permitted by the Privacy Act to disclose personal information to other members of the group. We only share information where this is relevant to the purpose. The list of Authorised Representatives changes from time to time and details of our current authorised entities and representatives are available at www.asic.com.au
Please refer to the Attached for the full Privacy Policy
Thank you for your interest!
Unfortunately my Books are currently full and I am not taking any new clients for the next 12 months (September 2026)