Privacy Policy

1. Introduction

Cathedral Financial Services Ltd trading as Cathedral Life & Health (“we”, “us”, or “our”) respects your privacy and is committed to protecting your personal information in accordance with the Privacy Act 2020.

This Privacy Policy explains how we collect, use, store, and disclose your personal information when you visit our website or use our services.

Financial advice is provided by Lisa Anne Pankhurst, a Financial Adviser engaged by AdviceQual, a licensed Financial Advice Provider.

2. What Information We Collect

We may collect personal information that you provide to us, including:

Name
Email address
Phone number
Any information you submit through our website contact form
Information provided when booking a meeting via our online calendar
Information required to assist with insurance advice or applications

When providing financial advice or arranging insurance, we may also collect additional personal or financial information required to assess your needs and suitability for insurance products.

3. How We Collect Your Information

We may collect personal information through:

Contact forms on our website
Booking appointments through our online calendar system
Emails and other communications with you
Information provided during meetings or consultations
Insurance application processes

We may also collect some technical information automatically when you visit our website, including through analytics tools such as Google Analytics.

4. How We Use Your Information

We collect and use your personal information to:

Respond to enquiries
Arrange and conduct appointments
Provide financial advice and insurance services
Assist with insurance applications
Communicate with you about your enquiry or policy
Improve our website and services
Meet our legal and regulatory obligations

5. Sharing Your Information

We may share your personal information with:

Insurance providers when assisting with applications or policy administration
AdviceQual as our licensed Financial Advice Provider
Service providers who help operate our business (such as CRM systems or IT services)
Professional advisers or regulators where required by law

We will only share information where it is necessary for providing services or meeting legal obligations.

6. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve your browsing experience and help us understand how visitors use our website.

We may use analytics tools such as Google Analytics to collect information about website usage, including pages visited and time spent on the site. This information is generally aggregated and does not identify you personally.

You can adjust your browser settings to refuse cookies if you prefer.

7. Storage and Protection of Information

We take the security of your personal information seriously. Personal information is stored using secure systems, and we take reasonable steps to protect it from loss, misuse, unauthorised access, disclosure, or alteration. We maintain appropriate safeguards and processes to ensure that personal information is handled securely and in accordance with our obligations under the Privacy Act 2020.

8. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if you believe it is inaccurate.

To request access or correction, please contact us at admin@cathedral.co.nz.

9. Complaints

If you have concerns about how we handle your personal information, please contact us first so we can try to resolve the issue.

If we cannot resolve your complaint, you may contact the Office of the Privacy Commissioner.

P O Box 10-094

Wellington 6143

New Zealand

Email: enquiries@privacy.org.nz

Phone: 0800 803 909

Website: www.privacy.org.nz

10. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.