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Privacy statement - ESI FS
Privacy statement - ESI FS

Privacy statement - ESI FS

Privacy statement - Your privacy is important to us

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:

  • provide you with the products and services agreed to between us and to administer this arrangement with you, and provide complementary services such as seminars, newsletters, educational materials;
  • conduct market research and analysis, develop and improve our products and services, and inform you about additional products and services that may be of interest to you; and
  • meet legislative and regulatory obligations.

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.

ESI Financial Services and the ESI Group* have a Privacy Policy which is available for download from our website – energysuper.com.au – or by contacting us on 1300 436 374) or info@energysuper.com.au.

The Privacy Policy also contains information on how you may access and seek correction of the personal information held by ESIFS and also how to complain about a breach of your privacy and how we will deal with that complaint.

* 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.