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Privacy Policy

As a accounting and financial services business, we are subject to legislative and regulatory requirements, which necessitate us obtaining and holding detailed information, which personally identifies you and/or contains information or an opinion about your"personal information". To provide you with a comprehensive financial service, we need to obtain certain personal information, including:

  • Employment Details and Employment History
  • Tax File Number
  • Date of Birth
  • Your Financial Needs and Objectives
  • Current financial circumstances, including your assets and liabilities income, expenditure, insurance cover and superannuation
  • Investment Preferences and aversion or tolerance to risk
  • Family commitments and Centrelink eligibility
  • Your Health (relates to some forms of risk management).

However, while these regulatory requirements are mandatory, the heart and soul of our privacy principles are based on how we keep your personal information confidential.

KPFS thrives on our clients referring their business partners, friends, colleagues and family who, like them, need comprehensive financial services.

However, this referral process only occurs with deep trust in our ability to deliver the very best advice and the knowledge that anything that is discussed at Keystone Partners remains strictly private. These privacy principles are the lifeblood of our business and, as such, the entire team at KPFS is wholly committed to ensuring they are upheld.