Expand Smart Support Privacy Policy

VSource Pty Ltd trading as Expand Smart Support regards Privacy as a serious issue and understand that when you trust us with your personal information, you expect us to protect it and keep it safe. We are bound by the Privacy Act and will protect your and your client’s personal information in accordance with the Australian Privacy Principles.  These principles govern how we can collect, use, hold and disclose your personal information.

What kinds of information do we collect?

When you subscribe to products or services from us, we collect information that is necessary to be able to assist with the provision of those products or services. This information may include identification information such as name, date of birth, address, and contact details.

How do we collect this information?

We collect most personal information directly from you and your financial adviser.  We may also collect information from you electronically; for instance, when you visit our website.
Sometimes we collect personal information about you from other people.  For instance, from insurance or superannuation providers or from publicly available sources of information.

How do we hold this information?

The personal information we hold is stored electronically in a secure server. We use a range of security measures to protect the personal information we hold and take all reasonable administrative, technical and physical safeguards to protect the information from misuse, loss, unauthorised access, alteration or disclosure. 
All information is destroyed or de-identified once the information is no longer needed for any purpose and it is permissible by the law to do so.

Why do we collect, hold, use and disclose personal information?

The information we collect is used to provide you with the products and services you receive via your financial adviser.

Why do we collect, hold, use and disclose personal information?

The information we collect is used to provide you with the products and services you receive via your financial adviser.  This may include:

  • Checking eligibility for the product or service;
  • Providing the product or service; and
  • Helping manage the product or service.
  • It may also be necessary to disclose personal information to our staff and contractors, who have to comply with the same privacy requirements as we do.

Who do we disclose personal information to, and why?

We may share your personal information with service providers such as superannuation and investment organisations and insurers.

These providers will also have Privacy Policies concerning the manner in which they collect, hold, use or disclose personal information. These Policies can generally be accessed via the provider’s website or will be made available to you upon your request to them.

Do we disclose personal information overseas?

We may disclose your personal information to recipients located outside Australia.  We take reasonable steps to ensure that the overseas entity protects that information against unauthorised access or loss.

Access to Personal Information

You can request at any time, for us to provide you with access to the personal information we hold about you. Access to your information will be provided on receipt of a written request and will generally be processed within 14 days. More time may be required for more complex requests. Your written request should be forwarded to our office at the address provided on this document.

We do not use your personal information for marketing or promotional purposes.