> Privacy Policy

Central to the success of Financial Wealth is our commitment to our clients. We honor our obligation to respect and protect the privacy of the personal information of individuals with whom we deal and the 10 Privacy Principals outlined in the Privacy Act.

The information we collect

Financial Wealth only collects information about you directly from you. Financial Wealth only collect personal information about you which is reasonably necessary to:

provide you quality services
maintain your contact details.

Financial Wealth are legally obligated to collect and hold personal information relating to:

the services we provide or have provided to you
your financial interests and sometimes your financial position
your contact details.

We do not generally collect sensitive information about you unless required by applicable laws or rules. Sensitive information includes information relating to:

race
financial information
financial details
criminal convictions
membership of professional or trade associations or unions
health information.

How that information is used

Financial Wealth only use and disclose personal information about you for the purpose for which it was disclosed to us or related purposes which would you reasonably expect without your permission.

For example, provide information about services which we expect may be of interest to you. However, we do respect your right to ask us not to do this.

Financial Wealth may disclose personal information to product providers, financial institutions, or credit institutions, in the course of providing services to you.

Keeping information accurate and up to date

Financial Wealth take all reasonable steps to ensure that all information we hold is as accurate as is possible. You are able to contact us at any time and ask for its correction if you feel the information we have about you is inaccurate or incomplete.

Keeping information secure

We use security procedures and the latest technology to protect the information we hold. Access to and use of personal information within Financial Wealth is appropriately limited to prevent misuse or unlawful disclosure of the information.

How you can access your information

You can contact us to request access to your information. In normal circumstances we will give you full access to your information. However, there may be some legal or administrative reasons to deny access. If access is denied, we will provide you with the reason why.

Dealing with Financial Wealth online

If you visit Financial Wealth's website to browse, read or download information, our system will log these movements. These web site logs are not personally identifiable and Financial Wealth makes no attempt to link them with the individuals who browse the site.

If you visit Financial Wealth's website to log into our secure areas, such as “Secure Login” or request information from info@financialwealth.com.au , we use cookies which will enable us to identify you. This is for security reasons only. Your account information is password protected and we recommend you do not divulge your password to anyone. To further protect your personal information, your log-in time will automatically expire after a certain period of inactivity.

Cookies

A cookie is a small data file that contains information about your visit to a web site. This information is provided by your computer during your first visit to a web server. The server records this information in a text file and stores this file on your hard drive. When you visit the same web site again, the server looks for the cookie and structures itself based on the information provided.

Most browsers are initially set up to accept cookies. You can reset your browser to refuse all cookies or to warn you before accepting cookies. If you have set your browser to warn you before accepting cookies, you will receive the warning message with each cookie. We use cookies to help us improve our service to visitors to our site and to ensure that our site stays easy to navigate and useful.

Financial Wealth cannot guarantee or accept responsibility for the privacy practices or the content of web sites to which we provide links.

Contact us

If you have any questions regarding our privacy policy or handling of information, please contact us:

Privacy Officer
Ph: (02) 9290 8555
Fax: (02) 8569 1039
Web: www.financialwealth.com.au
Email: info@financialwealth.com.au  

Financial Wealth Pty Ltd, GPO Box 3360, Sydney NSW 2001
Level 14, 309 Kent Street Sydney NSW 2000

Financial Wealth Pty Ltd, is a Corporate Representative,
ASIC No. 287626 of Solutions Wealth Strategies Pty Ltd
AFSL No. 282103
ABN No. 75 113 542 635