This website is operated by Anderson Planners Pty Ltd.  Use of the website and information displayed on it is subject to the following terms.  The information is directed to and available for Australian residents only.  Information available on the website is provided by Anderson Planners Pty Ltd and may also be provided by third party providers not related to Anderson Planners Pty Ltd. 

The information presented within this site is of a general nature only and does not take into account the specific needs and objectives of any particular individual.  Some sections of the site may go out of date on a regular basis and may not be updated in a timely manner.  There is no guarantee that the information contained herein is complete or accurate.  We strongly recommend that you seek personal advice from a qualified and licenced adviser (preferably us) before acting on any of the information provided.

Please note that by reading the contents of this site, you accept that it was not written to provide specific advice applicable to anyone in particular.

We declare that Anderson Planners Pty Ltd, its authorised representatives and employees may be related to or associated with companies or have an interest in the securities herein mentioned.  Brokerage or commission may be earned by Anderson Planners Pty Ltd and/or persons associated with it in respect of any business transacted by it or any of them in all or any products and securities.  Where personal advice is sought, these fees and charges will be disclosed in full.

At Anderson Planners Pty Ltd, your privacy is important to us.  We are committed to supporting the National Privacy Principles established under the Privacy Amendment (Privacy sector) Act 2001. Privacy laws apply to how we collect, maintain, use and disclose your personal information.  This page explains how these laws affect Anderson Planners Pty Ltd and you, including:

• the types of information that we keep on record and how we may use that information;
• your privacy rights along with our general rights and obligations; and
• our policies in relation to how we collect, maintain, use and disclosure your personal information

What information does Anderson Planners Pty Ltd hold?

The type of information we ask for will depend on the type of service requested by you.  Generally the type of personal information we collect includes your name, your mailing address, telephone number, e-mail address, date of birth, marital status, your partner's name and date of birth, income and other financial details, employment details and credit history.  We collect most personal information about you, directly from you.  We will only collect personal information from you by lawful and fair means, without being unreasonably intrusive, such as when you complete any questionnaires, subscribe to our newsletters, register for any events and seminars, visit our website, deal with us over the telephone, send us a letter, or have contact with us personally etc.

How we use your personal information

We will only use the information you provided for the purpose of providing you with the service(s) you have requested.  Your personal information will only be used for the main purpose of collection, except where you consent to us using that personal information for another purpose, where the other purpose is related to the main purpose and you would reasonably expect us to use the personal information for that other purpose, or where it is permitted or required by law, or we reasonably believe it is necessary on health and public safety grounds to use the personal information for another purpose.  From time to time, we may also use your contact details for marketing communications activities.  We respect your choice to opt out of these activities.  Should you decide you do not wish to receive marketing or promotional material from us at any time, please let us know by sending us an email ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) or write to us at Level 2, 1 Hutt St, Adelaide, SA 5000.

We will not share your personal information unless required, or allowed under law, or in connection with legal proceedings; has your consent (expressly or implied); or is to organisations with whom we have a business relationship who are bound by strict confidentiality.  You agree that not all recipients of your personal information may have privacy policies equivalent to Anderson Planners Pty Ltd's and you consent to the disclosure of your personal information for those purposes.

Access to your personal information

You can request us to provide you with access to personal information we hold about you.  We may allow an inspection of your personal information in person, or provide copies or a summary of relevant documents, depending on what is the most appropriate in the circumstances.  Any charge we make for providing access will be reasonable.  Your request to access your personal information will be dealt with in a reasonable time.  Note that we do not provide access to personal information if a request is frivolous, or where to provide access would pose a threat to health or public safety, unreasonable interference with another person's privacy, or be a breach of the law.  If we refuse access, we will provide you with reasons for doing so.

Complaints Resolution

At Anderson Planners Pty Ltd, we are committed to providing a fair and responsible system for the handling of complaints from parties whose personal information we hold.  We will address any concerns you have through our complaints handling process.  If you have any concerns regarding the way we have handled your privacy please send us an email ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) or write to us at Level 2, 1 Hutt Street, Adelaide, SA 5000.