Hexagon Financial Services is your Complete Financial Services Centre covering all of your financial needs, in Accounting (CPA Tax Practice, Sydney), Tax, (tax agent), Finance broking and Home loans and Financial Planning (CFP) also added Real Estate Agent services. We are located in Bondi Junction, Sydney Australia. Since our practice was launched in 1987, we have accumulated more than twenty years of successful experience in helping people just like you to achieve satisfying tax returns, exceed their financial dreams, and finance goals.
Over 15 years we have serviced clients all over Eastern Suburbs: Bondi Beach, North Bondi, Randwick, Paddington, Bronte, Waverely, Vaucluse, North Bondi, Bellevue hill, Woollahra, Centennial Park, Coogee, South Coogee, Maroubra, Tamarama, Clovelly, Double Bay, Kensington, Kingsford, Hillsdale, Moore Park, Surry Hills, Alexandria, Waterloo and all over Sydney, other states and overseas.
Over time as Financial Planners the demand and request for other services was so great from our existing and prospective clients that we later launched other services to include: Tax and and accounting, Audit, Bookkeeping, Business Leasing and now Real Estate. This enables us to deliver a complete holistic view of your overall financial circumstances in order to offer you the best possible opportunities in creating, building, and protecting your wealth and allows you to set even higher financial goals for you and your family’s future. Together, we can realize your financial success.
As a former bank employee back in the late 1980s, Bill realized that the deregulation of the banking sector introduced by former labour Prime Mininster Paul Keating was a good thing for Australia, combined with the introduction of superannuation, GST, CGT, FBT financial planning, and credit regulations had created new and exciting opportunities in a wide range of complex investments, finance, and tax options that were never before available to us. Also realizing that there would be significant demand for regular information and support services - beyond the role of the simple "tax" accountant and "Financial Planner" - we needed a set of processes that would enable us to communicate with our clients on a regular basis, and allow access to important information from the Australian Taxation Office among other sources of information.
“We look forward to meeting with you and welcoming you as a client, ready to meet and exceed your financial goals as only Hexagon Financial Services can!”
Our Privacy Policy
Privacy Policy
Address and Contact Details
Hexagon Tax Professionals and Hexagon Financial Services
Tel: +61 2 93869011
Email: hexagon.fin.serv@bigpond.com
Address: Level 1, Suite 2, 408 Ox ford Street Bondi Junction NSW 2022 Australia
Bill Karraz Trading as Hexagon Financial Services and Hexagon Tax Professionals (Hexagon) is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act). If there is any inconsistency between these separate privacy notices and this privacy policy, you should rely on the information in those notices. Our privacy policy is based on transparency in how we use your information.
Requesting a copy of Hexagon's Privacy Policy:
Our privacy policy is available by following links to the policy on our website. However, on request, we may be able to provide you with a copy of the policy in an alternate format. If you have any enquiries or would like to make a request for a copy of the policy, please contact our office (details above)
Purpose for which Hexagon collects, holds, uses and discloses personal information:
We only collect, hold, use and disclose personal information which is necessary to ensure that we are able to provide you with services that meet your needs. We will outline to you when you engage our services the purposes for which we will collect, hold, use and disclose your personal information.
Kinds of personal information Hexagon collects
Due to the nature of the services we provide we ask for a range of personal information from our customers. The types of personal information we may collect may include details such as:
• Names, employment titles. Contact details
• Date of birth and gender;
• Information in identification documents (e.g. passport. diver’s license):
• Tax file number and other government related identifiers:
• Assets and liabilities:
• Educational qualifications and employment history
• Personal income
• Visa and work permit status
• Bank account details
• Shareholdings and details of investments
• Superannuation details
• Tax and financial statements
• Information regarding insurance
• Personal information about your spouse and dependant
It may be necessary in some circumstances for Hexagon to collect sensitive information about you In order to provide specific services. The types of sensitive Information we may collect include.
• Health status
• Details of any membership/ s to professional associations
• Criminal record
You have a right to refuse to provide us with your personal information. However, if you do refuse to provide such information, we may be unable to complete or fulfill the purpose for which such information was collected, including providing you or our clients with the services we were engaged to perform. We may also collect your personal information to comply with legislative and regulatory requirements including the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth), and taxation and employment laws.
Collection, holding, using and disclosing of personal information
(a) Collection-General:
When we collect, hold, use and disclose personal or sensitive information it must be done through lawful and fair means. Consent must be obtained to collect, hold, use and disclose personal information. We are not required to obtain your consent to collect, hold, use of disclose your personal or sensitive information if the collection is required or authorized by or under an Australian law or a court/tribunal order. There are other exceptions to the requirement of obtaining your consent in accordance with the Australian Privacy Principles. If you would like more information on these requirements, please contact our Privacy Officer.
(b) Methods of collection:
Hexagon uses a variety of formats for the collection of personal and sensitive information. These include:
• Requiring clients to complete a Client Profile or other forms
• Receipt of emails, letters and other correspondence
• Telephone calls
• Appointments in person
• Publicly available records
• Through a customer's personal representative
• Through use of our website, such as via contact mailboxes or online enquiry forms, or through the registration process.
In every circumstance we will attempt to obtain such personal and sensitive information directly from you.
Unsolicited personal information
There may be circumstances where we are provided with personal information which we did not actively seek.
We will make a determination on whether we could have obtained the information lawfully in accordance with the APPs and if the information was not lawfully obtained it will be destroyed.
Security of personal information
Safeguarding the privacy of your information is important to us. We hold personal information in a combination of secure computer storage facilities and paper -based files, and take steps to protect the personal information we hold from misuse, loss, interference, unauthorized access, modification or disclosure. Hexagon trains its employees carefully on handling personal information and confidentiality or such information. Once we have no purpose for holding your personal information, we will take all reasonable steps to destroy or de-identify the Information. All computer data or electronic data will be backed up on a regular basis via hard drive which is then kept outside the premises in a secure storage facility in New South Wales. Cloud computing is not currently being used and no information is kept outside the premises or outside the control of Hexagon except 3rd party software providers such as MYOB etc with which you need to look at their own privacy statement.
Access to personal information
If an individual asks we must give access to the personal information Hexagon holds about them unless particular circumstances apply that allow Hexagon to limit the extent to which you give access - these include emergency situations, specified business imperatives and law enforcement or other public interests
Correction of personal information
Hexagon endeavors to ensure that the personal information it holds is accurate and up-to date. You are able to make a request to correct the information by telephoning or emailing us with your corrected information. In some limited circumstances your request may be refused or partially refused.
Using Personal Information to market services to you
Hexagon will not give personal information to a 3rd party for direct marketing purposes without permission of the client, subject to legal and professional obligations.
How to make a complaint
If you consider that any action of Hexagon breaches this policy or the Australian Privacy Principles, you are able to make a complaint by email or phone to Hexagon (contact details page one).
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