Privacy Policy

Privacy Act

We collect and use your personal information to provide financial advice and related services.

Who we may share your information with

We may share your information where necessary with:

• People employed or contracted within our business
• Service providers who support our business operations (including CRM and technology providers, which may store data in New Zealand or overseas)
• Compliance support providers, including our licensing or regulatory support organisations
• Regulators or other parties where required by law

How your information is held

Your information is held securely by Adrian Seymour (Axis Finance) at our offices and within our secure systems.

Some of our service providers may have access to your information for the purposes of supporting our regulatory and compliance obligations. These providers are required to handle your information in accordance with the Privacy Act 2020.

Accessing and correcting your information

You can ask for access to, or correction of, your personal information at any time.

Our Privacy Policy is available on our website or on request and sets out how you can access and correct your personal information.