Primarily we will use your personal information to provide you with the services you have requested. However, it may also be necessary for us to disclose certain information about you to the following types of organisations.

    •  Regulatory bodies, including accounting and other financial professional bodies;
    • Government Agencies;
    • Your financial institution or any other financial institutions with which you have any dealings;
    • Other financial advisors, agents or brokers with whom you have any;
    • Agents, contractors and professional advisors who assist us; and
    • Credit and debit agencies

Whenever you request us to perform work on your behalf, you authorise Maclean Partners Chartered Accountants to share your personal information within our group of related entities (including our financial planning entity, M Financial Services), as well as disclosing your personal information to those types of organisations referred to above.