This privacy policy outlines how Supersolve Financial Services (‘we’, ‘us’ or ‘our’) manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information. The privacy of your personal information is important to us. We are required to comply with the Australian Privacy Principles. We will comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.

Collecting Your Personal Information

Your personal information will be collected and held by us, an authorised representative of RI Advice Group Pty Ltd (RI Advice Group), an Australian Financial Services Licensee (Licensee), for the purposes of:

• providing you with the advisory services that you have requested;

• managing our relationship with you, including management and administration tasks such as answering your requests and concerns, conducting market research and taking any required legal action;

• completing documentation and forms, including identifying you or verifying your authority to act on behalf of a customer; • protect our business and other clients from fraudulent or unlawful activity;

• to comply with relevant laws, regulations, and other legal obligations;

• to help us improve the products and services offered to our clients, including contacting you about products and services in which you may be interested; and

• for any purpose for which you have given your consent.

You can let us know at any time if you no longer wish to receive direct marketing offers. Please send this request to admin@supersolve.com.au. We will process your request as soon as practicable.

To enable your financial adviser to provide you with financial advice you request that is suitable for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you. This includes:

• your name, contact details and date of birth; • employment details and history;

• financial details including information about your financial needs and objectives, your current financial circumstances including your assets and liabilities, income, expenditure, insurance cover and superannuation;

• details of your investment preferences and risk tolerance;

• family circumstances and social security eligibility; and

• any other information that we consider necessary.

The personal information collected may include sensitive information such as health information and memberships of professional or trade associations.

If it is reasonable and practicable, we will only collect your personal information from you. Generally, your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone or with written material. We may need to collect personal information from third parties, such as your accountant, or others whom we believe you have authorized to provide information to us.

We may receive personal information about you when we have taken no active steps to collect that information. We destroy all unsolicited personal information, unless the personal information is relevant to our purposes for collecting personal information. .