Privacy Policy

by | Aug 8, 2022


Cadenze Partners Pty Ltd (Cadenze) email transmissions and any documents, files and previous e-mail messages attached to it are private and confidential. They may contain proprietary or copyright material or information that is subject to legal professional privilege. They are for the use of the intended recipient only.

Any unauthorised viewing, use, disclosure, copying, alteration, storage or distribution of, or reliance on, a Cadenze email message is strictly prohibited. No part may be reproduced, adapted or transmitted without the written permission of the owner. If you have received a transmission in error, or are not an authorised recipient, please immediately notify the sender by return email, delete this message and all copies from your e-mail system, and destroy any printed copies.

Receipt by anyone other than the intended recipient should not be deemed a waiver of any privilege or protection. Cadenze does not warrant or represent that an e-mail or any documents, files and previous e-mail messages attached are error or virus free.

Disclaimer & disclosure

The information provided is of a general nature only and has not taken into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any financial decisions.

This website is for informational purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other uses by you in any form or manner whatsoever.

The performance of this website and all information contained within, or accessed from the website are provided to you on an “as is” basis, without warranties of any kind whatsoever, including any implied warranties or warranties of merchantability, fitness for a particular purpose or non-infringement of the rights of third parties.

Cadenze shall not be responsible for any problems or technical malfunction of any telephone network or computer on-line systems, servers, Internet access providers, computer equipment, software or any combination thereof. Including any injury or damage to your hardware or another person’s hardware or software, as a result of using this website. Cadenze reserves the right, at its sole discretion, to modify, disable and discontinue temporarily or permanently, any part or all of this website.

We may alter or withdraw any information contained thereon without liability or notice to you. As a visitor to our website, you acknowledge and agree that any reliance on or use of any information available on this website shall be entirely at your own risk. In no event will Cadenze nor any of its data providers be liable for any direct, indirect, consequential or exemplary damages arising from the use or the performance of this website.


At Cadenze we know that with effective strategy and guidance, you can live a life with greater freedom. This principle guides our work and our approach to the collection and protection of your personal information. This Policy outlines how we collect, handle, store and use your personal information as well as how you can access your own information or report a complaint. Our Policy is in accordance with the Privacy Act 1988 (Cth) and we are committed to providing you with a quality service and handling your private information fairly and lawfully.

What personal information do we collect?

Due to the nature of the professional services we provide in-house, the types of information we may collect and share internally includes, but is not limited to:

  • Information about your identity, such as names and contact/address details
  • Financial and credit information
  • Photographic information such as your identity documentation
  • Tax file numbers and prior tax returns
  • Visa, work permit or foreign investor status
  • Details of investment, superannuation and insurance plans
  • Salary and employment history
  • Trust, company and any other business and family structure documents

Depending on which Cadenze service line your matter is being handled by, different types of information would need to be collected. However, where possible we will only collect the personal information required to provide our services to our clients or as required by our professional obligations. We will not collect sensitive information unless it is for the primary purpose of the service we are providing and only with your direct consent, unless otherwise required by law.

Where reasonable and possible, we collect personal information directly from the individual to whom the personal information relates and with their consent. The information is collected through our client questionnaires, telephone conversations, email correspondence and face to face meetings with our staff.

Due to Cadenze’s Service obligations, Cadenze’s document retention policy is to keep all records about current and past clients for at least 7 years, all SMSF records must be kept for a minimum of ten years and all marketing or other communications with non-clients are kept for 7 years.

Our legal advisors retain physical files for 7 years before destroying them responsibly. However, certain information that is considered sensitive may be retained indeterminately such as a Will or Power of Attorney. As retention will depend on the service provided, we recommend directly asking our office how long your file will be retained if this is a concern.

You always have the option of not identifying yourself or of using a pseudonym. However, we do not recommend this as it will greatly limit our ability to tailor our services and your Cadenze experience.

How do we use your information?

We endeavour to only use personal information for the primary purpose of rendering the services for which it was collected. The information will not be used or disclosed externally for any other purpose without your consent.

If within your course of business with us we aid in the application of credit and mortgage services, we may need to obtain a credit report. The Privacy Act 1988 (Cth) limits the information we can give to credit bodies in the process of obtaining a credit report. Any credit information obtained will be treated as private personal information and will be subject to our stringent standards outlined in this policy. 

We may use your information to recommend a service within Cadenze which we believe will be of interest to you. We may also send you regular updates or newsletters by email or by post. We will always give you the option of electing not to receive these communications and offers and you can unsubscribe at any time by notifying us that you wish to do so. You can notify us by email or phone.

While we do not share, sell or otherwise disclose your personal information with third parties, please be aware we may be obliged to disclose information if required to do so by law.

How do we store your information?

Cadenze retains personal information in hard copy and electronic formats. We have stringent security measures in place relating to both the physical and technological information we retain.

For example, we have installed a firewall system on our computers, our software systems are password protected and access to electronic files are restricted to employees directly involved in your matter.

How you can access your personal information?

You may ask us for a copy of your personal information by email or by visiting our offices. Similarly, you can request to update or correct your personal information at any time.

We generally will not charge you to access or update your personal information. We may only charge if large expenses are incurred in providing your information. In that circumstance, the fee will be a reasonable estimate such as an hourly rate and photocopying expenses. Our fees would be discussed and agreed upon before the work would commence.

We will only deny you access to your personal information if we reasonably foresee it adversely impacting on the privacy of another, compromising our professional obligations or it is considered commercially sensitive. We will inform you if this is the case and explain our decision.

How can you lodge a complaint about our Privacy Policy?

If you believe your privacy has been breached or if you wish to make a complaint to Cadenze regarding how we handle your personal information you can direct your concerns to our Privacy Protection Team by emailing or by sending your complaint in writing to:

Privacy Officer
Cadenze Partners Pty Ltd
PO Box 62, St Leonards NSW 1590

We will take steps to address your concerns within 30 days of receipt of the complaint. We will work collaboratively with you to investigate and resolve the complaint. If you are not satisfied with the resolution of your complaint you may refer your concerns to the Office of the Australian Information Commissioner, they can be contacted through their website or by calling 1300 363 992.

How do we handle data breaches?

We have implemented a data breach response plan to assist us to contain and respond to suspected unauthorised access to and use of personal information.

Our data breach response plan sets out the process for our staff to identify a data breach, appoints a team to handle the breach and outlines the notification process of affected parties and the Australian Information Commissioner. It also outlines the post-breach review and assessment procedures.

International information sharing

Cadenze will not share your information with third parties internationally, apart from the extent to which we engage an offshore processing service within our finance and accounting team.

If you engage in any Cadenze services, you accept and consent to your information potentially being shared with Financial product providers, government agencies, service providers (including offshore providers) engaged to provide financial planning related services including but not limited to paraplanning, compliance, administration and financial services software.

Information is only shared with your consent and we are satisfied that the processing team uphold a privacy standard that equals ours. Additionally, the email and software providers (such as Outlook) we use may engage in overseas data storage and again we only use trusted and well-respected providers which would maintain stringent privacy standards.

This Privacy Policy was prepared in February 2020 and Cadenze reserves the right to update, modify or remove the Policy as we reasonably see fit. Any changes will be published on our website.

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