PRIVACY POLICY
MITCHELL PARTNERS PRIVACY POLICY
Mitchell Partners is committed to protecting the privacy and responsible handling of personal information we collect from you in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth.). This Privacy Policy sets out how we handle your personal information.
In this Privacy Policy any reference to “Mitchell Partners”, “we”, “us” and “our” refers to Mitchell Partners and any firm it controls or owns.
From time to time, we may need to update this Privacy Policy for changes in privacy practices or changes in law / regulations. Any such updates to this Privacy Policy will be posted on our website.
PERSONAL INFORMATION WE COLLECT & STORE
The type of personal information we collect from you and hold depends on the nature of our engagement with you. Examples of personal information we may collect include:
• General identification personal information such as names, job titles, date of birth and gender
• Contact details such as physical addresses, telephone numbers and email addresses
• Personal information contained in identification documents such as Drivers Licences and Passports
• Financial personal information, including bank account details and credit card details, shareholdings and investments
• Details of superannuation and insurance arrangements
• Government issued identification numbers such as Tax file Numbers
• Other Regulatory, Industry and Professional body identification numbers
• Other personal information we may require by law to collect to perform our services or voluntarily provided by you
At times you may need to provide personal information about other individuals to us (e.g. spouse, dependants or other family members or employees). When you provide this personal information, we will at all times assume you have the authority to provide that personal information to us and have informed those individuals you are providing their personal information to us. We will also assume that you have advised them about this Privacy Policy including how they can obtain a copy of it.
If you access another party’s website or application using one of our products or services or via our website, that other party will deal with your personal information in accordance with its own Privacy Policy. You will need to review those websites or applications to view a copy of the relevant Privacy Policy.
HOW WE COLLECT PERSONAL INFORMATION
In most instances, we will collect personal information from you directly, for example, when we meet with you in person, speak with you over the phone, when you send us details via our website, email or any other application which allows you to share personal information with us, when you subscribe electronically to our publications or when you complete forms we have provided you (either via the website, online surveys, in person or via correspondence).
Sometimes it may be necessary to collect your personal information from a third party. An example of this could be when we collect personal information about you from your authorised or personal representative or from a publicly available record.
We may also collect personal information about you from your use of our websites, social media and contact mailboxes.
There may, however, be some instances where personal information about you will be collected indirectly because it is unreasonable or impractical to collect personal information directly from you.
PERSONAL INFORMATION COLLECTION PURPOSE & USE
We collect and use your personal information for the following purposes:
• To provide our services to you in accordance with our Engagement Agreement.
• Identity verification
• Maintaining contact with you and keeping you informed of developments in the industry, laws and regulations
• Organising services on your behalf from third parties related to our services
• To comply with statutory and contractual obligations
• Surveys and Feedback to analyse our services and client
• Employment at Mitchell Partners
If you do not want to receive marketing material from us, you can contact us to request your contact details be removed from our marketing list(s) and or use the unsubscribe options of electronic communications where available. Please see the ‘Contact Us’ section of this Privacy Policy for our contact personal information.
PERSONAL INFORMATION DISCLOSURE
We may disclose your personal information to other parties including:
• Your authorised representatives, advisors and referees
• Anyone at Mitchell Partners and our controlled entities
• Service providers, contractors or suppliers we engaged, whom could be located within or outside Australia, to assist us in provide our services to you
• Government, regulatory and other professional and industry bodies as required by any law or regulation
• Any other parties when you consent to that disclosure
We may disclose your personal information as part of providing services to that client where you are a customer, an employee, a contractor or supplier of services to one of our clients.
We do not disclose personal information to third parties for the purpose of allowing them to send marketing material to you. We may however share non-personal, de-identified or aggregated personal information with select third parties for research, development, analytics or promotional purposes other than direct marketing.
HOLDING OF PERSONAL INFORMATION
We hold personal information in both hard and electronic formats. We have security measures to protect the misuse, loss, interference, unauthorised access, modification or disclosure of personal information we hold. This includes physical controls (for example, security codes to enter our office and storage of physical records in lockable cabinets) as well as technological controls (for example, restriction of access, firewalls, the use of encryption, passwords, 2 Factor Authentication where available and digital certificates).
We ensure that personal information is kept as current as possible and any irrelevant or out of date personal information is deleted or destroyed. The period of time personal information will be retained will be subject to legal and regulatory obligations as well as other legitimate business reasons.
During and at the conclusion of engagement, all documentation is scanned and saved on electronic and or cloud storage services. No hard copies of any personal information are retained post conclusion of an engagement, with all hard copies of personal information returned to you in manner as requested by you.
OUR WEBSITE & ONLINE PRESENCE
In conjunction with our service providers, we may use cookies and other technologies on our website and through email to automatically collect certain types of personal information. The purpose for this collection of personal information allows us to use the data and improve your online experience with us.
We may also use this personal information for development and analytics purposes. You can tailor your experience with these technologies via the privacy and browser settings on your device or by rejecting the associated cookies.
We may also use analytics tools. Where such tools are used users will be given choices on how their data is collected by these tools.
Part of our website may include functionality to enable personal information sharing via third party social media applications, such as the Facebook and LinkedIn Like and similar buttons. These social media applications may collect and use personal information regarding your use of our websites. This personal information may be used by members of the social media application separate to us and accordingly such use of the personal information is subject to the privacy policies of the relevant companies that provide these applications. We do not have control over, or responsibility for, those companies or their use of your personal information.
Unless otherwise stated at the time of collection, any personal information you provide on any Mitchell Partners social media applications may be shared with other users of that social media application.
ACCESS TO & CORRECTION OF PERSONAL INFORMATION
You are at all times entitled to access and/or seek correction of any personal information that we may hold about you. We may require that requests for access to or correction of your personal information be in writing. Such requests should be addressed to the Privacy Officer via the details provided in this Privacy Policy in the ‘Contact Us’ section.
We will respond to these requests within 30 days of receiving your request. We will take appropriate steps to verify your identity before granting a request to access or correction to your personal information.
Where your request for access is approved, we will provide you with access to your personal information, providing it is reasonable to do so, in a form or format as requested by you.
Upon accepting a request for correction of your personal information, we will take all steps that are required, in attending to the requested correction to your personal information.
If we deny any such requests, we will provide you in writing detailed reasons for the refusal and the process for making a complaint about the refusal.
We may charge a fee for these requests depending on the scope of personal information and the resources involved.
CONTACT US
All request for access or correction to personal information, queries in respect of this Privacy Policy, privacy complaints and any other privacy matters are to be directed to the Mitchell Partners Privacy Officer as follows:
Mitchell Partners
Attention: Privacy Officer
Private Bag No. 6
Surrey Hills VIC 3127
Via Telephone
(03) 9895 9333
Email
admin@mitchell.com.au
For more information about privacy in general, you can visit the Australian Information Commissioner’s website at www.oaic.gov.au