This Privacy Statement provides you with details about the personal information we have collected from you, how we will manage that information and how to contact us if you have any privacy concerns, including if you want to make a complaint.
ESI Financial Services Pty Ltd (a wholly-owned subsidiary of Energy Super) (ESIFS) collects your personal information in order to communicate with you, provide you with the financial advice you may engage us to provide and for the purposes of managing our ongoing relationship with you as further described in this statement.
We may disclose your personal information to our authorised personnel, to Energy Super (if you are a member) and our service providers, including administration services provider Independent Fund Administrators & Advisers Pty Ltd, insurers MLC and Beazley and financial planners.
We collect and may use and disclose your personal information in order to:
If we ask for your personal information and you don’t give it to us, we may not be able to provide you with any, some, or all of the features of our products or services available to you.
We generally collect your personal information directly from you, but may also collect it from other organisations such as Energy Super, your employer (if you are an Energy Super member), your representatives, organisations who provide products or services to you jointly with us, and from publicly available sources.
We may also be required to collect your personal information under anti-money laundering, corporations, family, insurance, superannuation and taxation legislation, or under court/tribunal orders.
* ESIFS is part of the ESI Group, which includes Electricity Supply Industry Superannuation (Qld) Ltd (ABN 30 069 634 439; AFSL 336567) (the Trustee), as Trustee for Energy Super (ABN 33 761 363 685) (the Fund); and ESIFS (ABN 93 101 428 782; AFSL 224952) (ESIFS), a wholly owned subsidiary of the Fund.