Privacy Policy

When you use the services of Avon Wealth Limited, you trust us with your personal and financial information. We take this responsibility seriously and are committed to protecting your privacy in accordance with the Privacy Act 2020. This policy outlines how we collect, use, store, and protect your personal information, and your rights in relation to that information.

We adhere to the 13 Information Privacy Principles (IPPs) under the Privacy Act 2020, including obligations relating to transparency, consent, and notification.

This means we will:

• Collect information only where necessary for a lawful purpose

• Collect information directly from you wherever possible

• Obtain your consent where required

• Notify you of the purpose of collection and how your information will be used

• Take reasonable steps to ensure your information is accurate and secure

• Allow you to access and correct your information

• Only disclose information where permitted by law or with your consent

We collect personal information when you:

• Engage our services or request financial advice

• Complete forms or provide information via phone, email, or our website

• Interact with us as an employee, contractor, or referral partner

Where possible, we collect information directly from you. In some circumstances, we may collect your personal information from third parties (such as referral partners, product providers, employers, or other financial institutions). Where this occurs, we will take reasonable steps to notify you of the collection, including:

• the fact that information has been collected

• the purpose of collection

• the intended recipients

• your rights of access and correction

We use your personal information (with your consent or as otherwise permitted by law) to:

• Provide financial advice and related services

• Communicate with you

• Meet legal and regulatory obligations

• Improve our services

We do not sell, trade, or rent your personal information.

We may disclose your personal information to:

• Product providers and financial institutions

• Referral partners (where you have requested or consented to an introduction)

• Professional advisers such as solicitors or accountants

• Regulatory or oversight bodies (including the Financial Markets Authority, dispute resolution schemes, Financial Advice Providers (Avon Financial Services Limited is our provider), and compliance reviewers)

• Third-party service providers who support our business operations

We may also disclose information where required or permitted by law, or in connection with the sale or transfer of our business.

Your personal information is stored securely using internal systems and trusted cloud-based platforms, which may be hosted overseas.

• We take reasonable steps to ensure:

• Information is protected from loss, misuse, or unauthorised access

• Access is restricted to authorised personnel

• Third-party providers are subject to appropriate privacy safeguards

We retain information only as long as necessary and dispose of it securely when no longer required.

Where we disclose personal information to overseas providers, we take reasonable steps to ensure they meet New Zealand privacy standards or are otherwise required to protect your information in a comparable way.

You have the right to:

• Request access to the personal information we hold about you

• Request correction of your information

• Request that a statement of correction be attached if we do not agree to a correction

We will respond to requests within 20 working days.

If a privacy breach occurs, we will:

• Contain the breach

• Assess the level of risk

• Notify affected individuals and the Office of the Privacy Commissioner where required

• Take steps to prevent recurrence

Our Privacy Officer is responsible for ensuring compliance with the Privacy Act 2020. You can contact them at complaints@afin.nz

If you have concerns about how your information has been handled, please contact us first. If we are unable to resolve your concern, you may contact the Office of the Privacy Commissioner:

www.privacy.org.nz
0800 803 909

We review this policy regularly to ensure it remains up to date. Updates will be published on our website.