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Client Information Form

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CLIENT INFORMATION FORM

INVESTORS DIRECT PRIVACY POLICY

Your personal information you provide to us is of a private nature, the privacy of which we respect and deem of utmost importance. Hence, we will take all reasonable measures to ensure your details are kept strictly confidential.

We may obtain personal information from you during our interview, or from our call centre, or via any other electronic format. From this information, we will be able to assist you with your financing and property investing needs.

We will not disclose, without your permission, any personal information about you to any person outside of our organization - except on a need to know basis to our approved panel of lenders and during the ordinary course of our business. Third or outside persons are strictly prohibited from using your personal information for any other purposes.

Accordingly, we will take reasonable steps to destroy our copies of your personal information when it is no longer required for our business. In the meantime, however, we will take all reasonable steps to protect your personal information from unauthorized access, misuse, loss, or exposure. For your protection, we legally require all staff to maintain the confidentiality of our customer information.

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • Investors Direct Property Management Pty Ltd (ABN: 59 153 184 859 ; Real Estate Licence:073458L)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)
  • Investors Direct Financial Services Pty Ltd ACN 608 410 591
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