Welcome to Wright Patton Shakespeare Capital Limited.
This Privacy Policy sets out the information handling policies of Wright Patton Shakespeare Capital Limited an Australian Financial Services Licensee (No 280 595). Wright Patton Shakespeare Capital Limited is committed to providing professional services and respecting the privacy of your personal information.
Wright Patton Shakespeare Capital Limited is bound by the National Privacy Principles under the Privacy Act. This policy explains how Wright Patton Shakespeare Capital Limited will collect, store, verify, use and disclose the information we hold about you and the conditions under which your information may be accessed.
What type of information does Wright Patton Shakespeare Capital Limited hold?
The type of information we collect and hold about you varies depending on the type of product or service we provide to you which may include assessment and administration of a loan or loan application(s) and or administration of investment related services.
The personal information we hold about you may include:
- Name, address and contact details
- Date of birth and age
- Contact details
- Gender
- Occupation
- Tax file number, where you have given it to us
- Financial information, for the purpose of applying for a loan
- Employer's name and address
- Income and Salary
You may choose not to provide us with your personal information. Depending on the nature and quality of the information you choose to withhold, we may not be able to provide you with accurate or complete services.
How does Wright Patton Shakespeare Capital Limited use this information?
We use this information to assist in assessment, provision and management of any services that we provide you. We may also use the information to send you material about other products or services. If you do not want to receive this type of material, please advise us and we will stop sending you this information. Our contact details are set out below.
Does Wright Patton Shakespeare Capital Limited disclose your personal information to other companies?
Wright Patton Shakespeare Capital Limited may share information with organisations that assist us to administer your investments or loans including the following:
- external service providers such as mailing houses, IT service providers
- to a regulatory body on their request
How does Wright Patton Shakespeare Capital Limited handle a request for access to personal information?
Under the National Privacy Principles, you have the right to access the information we hold about you. You can access the information in many ways, where you wish to access information about you, contact your nearest Wright Patton Shakespeare Capital Limited office and they will make arrangements for you to do so.
In some circumstances we may refuse you access to your personal information, these circumstances are limited to situations where your request may unreasonably impact upon another persons right to privacy. If we are entitled under the National Privacy Principles to refuse to give you access, we will tell you and provide reasons for our decision.
What if some of the information Wright Patton Shakespeare Capital Limited holds is wrong?
Please advise us if the information we hold about you is wrong or has changed. We want our records to be accurate, complete and up to date and we rely on the accuracy of the information to provide you with appropriate financial advice.
How do I make further enquiries or complain about a breach of privacy?
If you require more information about the way Wright Patton Shakespeare Capital Limited manages personal information or wish to make a complaint about a breach of your privacy, you should contact us at:
Contact Information
Wright Patton Shakespeare Capital Limited
Privacy Officer
PO BOX R447, Royal Exchange, Sydney NSW 1225
Telephone: 1800 977 227
Facsimile: 02 9252 1092
Street Address:
Level 17
Gold Fields House
1 Alfred Street
SYDNEY NSW 2000
Changes to this Privacy Policy
We reserve the right to review and amend this Privacy Policy from time to time.
