Privacy policy

Why your privacy matters to us

This Privacy Policy sets out how and why Find My Adviser ("Find My Adviser", "we", or "us") collects, stores, uses, and discloses your personal information. It also explains how you may access and correct your personal information and make a complaint about our privacy practices.

We collect various information from visitors to our website, some of which can be personal information. This document explains the types of information we collect and what we do with that information (among other things).

By visiting our website, using any of our services, or otherwise providing us with your personal information (or authorising it to be provided to us by someone else), you agree to your personal information being handled as set out in this Privacy Policy.

Find My Adviser may update this Privacy Policy from time to time, so please review it periodically on our website at www.findmyadviser.nz.

Your continued use of our services, requesting our assistance, or the provision of further personal information to us (directly or via an authorised person) after this Privacy Policy has been revised constitutes your acceptance of the revised Privacy Policy.

What kind of information do we collect?

We collect personal information in a number of ways, including:

  1. User-provided information: When you engage with our services, you may provide, and we may collect, personal information. Examples include when visitors sign up for an account, when you sign up as an adviser, when you engage in transactions such as ratings of financial advisers, when you contact us for service-related requests, when you engage with our regular newsletters, and when you complete surveys.
  2. Automatically-collected information: When individuals use our services, we may automatically record certain information from your device by using various types of technology, including cookies, pixels or web beacons. This "automatically collected" information may include IP address or other device address or ID, web browser and/or device type, the web pages or sites visited just before or just after using the services, the pages or other content viewed or interacted with, and the dates and times of the visit, access, or use of services.
  3. Information from other sources: We may obtain information, including personal information, from third parties and other publicly available sources, such as regulators, our partners, advertisers and credit reporting agencies.

Find My Adviser does not disclose personal information other than as described below.

Visitors can always refuse to supply personal information, with the caveat that it may prevent them from engaging in certain website-related activities or with our partners, and we may not be able to provide our services or assistance to you or on your behalf.

Where relevant, you consent to Find My Adviser posting and using any photographs and/or personal information you might upload both on its website, its social media sites and in any other content or copy we may use for the purpose of our functions and/or activities.

Where an adviser provides us with information about their customers for rating and testimonial purposes, we will only use that information in the way authorised by the adviser (who must have the consumer's consent).

How do we use your personal information?

We collect your personal information to provide you with the benefit of our website and services. Subject to this Privacy Policy and the Privacy Act 2020, we may use your personal information to:

  • If you are an Adviser, to disclose or introduce you to consumers registered with Find My Adviser;
  • If you are a consumer who registers with us, to disclose or introduce you to an Adviser registered with Find My Adviser;
  • Establish, maintain and administer your account;
  • Send you service or promotional communications, including surveys and information about security updates;
  • Create or distribute advertising or marketing material that is relevant to you;
  • Conduct verifications of profiles, checking credentials, monitoring and reporting as reported under the Find My Adviser Terms of Service or under any applicable laws;
  • Aggregate with other users or members for the purposes of industry reports or information services;
  • Provide stories, commentary or share photos or other personal information you have uploaded on our website onto other social media channels associated with Find My Adviser;
  • Allow use of personal information in a controlled manner by third parties with whom we have a commercial relationship, to distribute information relevant to Advisers, including marketing third party services and opportunities relevant to Advisers; and
  • Any other uses identified at the time of collecting your personal information.

You consent to us using and disclosing your personal information in any manner that could reasonably be contemplated by this Privacy Policy and our terms and conditions of this website generally.

When might we disclose your personal information?

Any personal information collected by us may also be disclosed, if appropriate, to other entities in order to facilitate the purpose for which the information was collected. Such entities generally include:

  • Third party 'partners' with whom Find My Adviser has a commercial relationship in order to provide you with the benefit of our services or to make available products or opportunities provided by third party 'partners' relevant or likely to be of interest to Advisers engaging with Find My Adviser.
  • Third party service providers for the purpose of enabling them to provide a service on our behalf such as (but not limited to) payroll, superannuation administration, IT service providers, data storage, web-hosting and server providers, and debt collectors.
  • Any related entity of Find My Adviser;
  • Any applicable or relevant regulator or third party for the purpose of legislative or contractual compliance and/or reporting; or
  • Other entities if you have given your express consent.

Overseas disclosure of personal information

From time to time, we may disclose personal information to overseas recipients. When we do so, we will take reasonable steps to ensure that the overseas recipient does not breach the New Zealand Privacy Act 2020 in relation to that information.

Direct marketing

From time to time we may use the personal information we collect from you to identify particular Find My Adviser services that we believe may be of interest to you. We may then contact you to let you know about these services and how they may benefit you. We will generally only do this with your prior consent (where practical) and we will always give you a choice to opt out of receiving such information in future.

Direct Marketing from Find My Adviser generally takes the form of an electronic marketing email.

Every directly addressed marketing contact sent or made by Find My Adviser will include a means by which customers may unsubscribe (or opt out) of receiving further marketing information. Additionally, you may instruct us at any time to remove any previous consent you provided to receive marketing communications from us. Requests should be directed to us via the channels provided under 'Contact us' below.

Links to third party websites

Our website may contain links to the websites of other entities. If you click on such links, you will be transferred to the website of these entities. Find My Adviser has no control over, and is not responsible for, the privacy practices of these entities. You should read the privacy policy of these entities to find out how they handle your personal information when you visit their websites.

Personal information about employees or job applicants

Find My Adviser may also collect personal information from you if you apply for a job with and/or become employed by us. In these circumstances:

You authorise us to collect any personal information (whether written or verbal) from any referee or previous employer specified in your application for employment or curriculum vitae for evaluation of your application for employment and to hold such information on your personal file for future evaluation of your employment by us.

You acknowledge that your personal information is collected for the purpose of evaluating your application for employment by us and, should you accept employment with us, the assessment of your continued employment by us and the administration by us of your remuneration and any PAYE obligations.

You acknowledge that a failure by you to provide the requested personal information will have a detrimental effect on our ability to give your application proper consideration. You can request to access and/or correct your personal information in accordance with this policy.

Accessing and correcting your personal information

Under the Privacy Act 2020, you have the right to access and request correction of any personal information that we hold about you. To request access to or correction of your personal information, please contact our Privacy Officer using the details provided below.

Dealing with us anonymously or by pseudonym

In order for us to successfully do business with you it will not, in most circumstances, be practical for us to deal with you without you providing relevant personal information to us. However, where it is lawful and practicable to do so, you may deal with us anonymously or by using a pseudonym.

Storage and security

We will take reasonable steps to keep your personal information safe from loss, unauthorised activity, or other misuse. We comply with the Privacy Act 2020's information privacy principles relating to storage and security of personal information.

Changes to this Privacy Policy

We may change this Privacy Policy from time to time or as the need arises. Updated versions of this Privacy Policy will be available on our website. You should review our Privacy Policy regularly to ensure that you are aware of any changes to its terms.

Privacy complaints

If you believe that we have breached your privacy rights in any way, or you would like to discuss any issues about our privacy policy, please contact our Privacy Officer on the details below.

If you are not satisfied with our response, you can contact the Office of the Privacy Commissioner (www.privacy.org.nz).

Contact us

Please contact us at our offices via the contact details provided below if you want to:

  • Obtain further information about the way we manage your personal information;
  • Access your personal information held by us;
  • Raise a concern or make a complaint regarding how we collect or handle your personal information;
  • Correct or update your personal information held by us; or
  • Unsubscribe from any Find My Adviser mailing list or have any questions or complaints regarding unsolicited electronic communications that you may have received or are concerned about.

Please contact us immediately if you become aware of any unauthorised use of your account by anyone else or any other breach of security.

Contact Details:

Find My Adviser
Email: [email protected]

Need more information on privacy?

For more information on privacy in New Zealand, visit the website of the Office of the Privacy Commissioner (www.privacy.org.nz).