Privacy Policy

Privacy Policy

TNT Advisor Solutions Pty Ltd (ACN 074 013 577) (“TNT”, “we”, “us”, “our”) provides paraplanning and advice support services to licensed financial advice practices across Australia. In the course of providing these services, we may handle personal and sensitive information about individuals, although we do not deal with them directly.

We are committed to protecting personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Your use of our website is also subject to our Terms of Use.

1. Our role and responsibility

We act as a service provider to financial advice practices. We do not provide advice directly to clients nor do we market or communicate with clients directly. All personal information we access is handled on behalf of, and under the instruction of, our client (the financial advice practice or licensee).

2. Types of information we handle

In the course of providing paraplanning support, we may access:

  • Personal information (e.g. name, date of birth, contact details)
  • Sensitive information (e.g. health or insurance-related disclosures)
  • Financial information (e.g. income, assets, liabilities, superannuation and insurance details)
  • Government identifiers (e.g. TFNs) only as required by law and in compliance with relevant regulations

3. How we collect and receive personal information

We only receive personal information from the financial advice practice we are supporting. We do not collect information directly from individuals.

4. How we use personal information

We use personal information solely for the purpose of preparing advice documents (e.g. Statements of Advice or Records of Advice) or related support tasks, in accordance with our agreement with the advice practice.

We do not use personal information for marketing purposes or any unrelated activity.

5. How we store and protect your information

TNT takes data security seriously. We have implemented robust measures to protect the confidentiality and integrity of personal information, including:

  • Encryption of data at rest and in transit
  • Multi-factor authentication and controlled access to systems
  • Staff training in privacy and cybersecurity
  • Secure file transfer and cloud storage hosted in Australia
  • Regular system monitoring, testing and review in line with ISO/IEC 27001 principles

We maintain up-to-date incident response and business continuity plans to respond to any security risks or breaches.

6. Disclosure of personal information

We do not disclose personal information to any third party unless explicitly authorised by the advice practice or required by law. We do not sell or rent personal information under any circumstances.

7. Cross-border disclosure

Our core systems and cloud storage (e.g. Microsoft 365, Xplan) are hosted in Australia. If any overseas disclosure is required in future, it will only occur with appropriate safeguards or consent, as required by APP 8.

8. Access and correction

As we do not have a direct relationship with the end client, individuals wishing to access or correct their personal information should contact their financial adviser directly.

Where instructed by our client, we will support requests for access or correction promptly and securely.

9. Complaints or concerns

If you have concerns about how your personal information has been handled by TNT, we recommend you first contact your financial adviser.

If the matter relates specifically to TNT’s handling of personal information, the advice practice may raise it with us. We are committed to working with our clients to investigate and respond to any privacy-related complaints.

For general privacy queries or to escalate a concern, you may contact us directly:

TNT Advisor Solutions Pty Ltd
607 Wyse Street, Albury NSW 2640
Email: hub@tntgroup.com.au

If you are not satisfied with the outcome, you may also contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

10. Updates to this policy

We may update this Privacy Policy from time to time to reflect changes to our practices, technology, or legal obligations. The most current version will always be available on our website.

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