Privacy Policy

W Marshall & Associates and its associated entities respect your privacy and are committed to protecting your personal information. W Marshall & Associates collects the personal information we need to provide and market our services to you.

The personal information consists of your name, position and contact details. You have a right to access most personal information held by W Marshall & Associates about you.

We have been strictly controlled in the access allowed by anyone to your tax file number to the point that you might have trouble if you telephone and ask for you own tax file number.

We will not generally disclose your personal information to any other person or organisation without your consent, although we may do so to permit others (for example, mailing houses) to provide services that we have contracted out to them.

Your personal information may be shared among the entities in the W Marshall & Associates group including our financial planning activities through Synchron. We will continue to use your personal information to provide information such as The Report, other updates and providing invitations to seminars.

Synchron also has a Privacy Policy, which will be provided to you if we provide financial advice.

If at any time you would like to access any personal information we have collected about you, or you would like more information on our approach to privacy, please put your request in writing to us.