Privacy Policy

Effective Date: 01/01/2026

Last Updated: 18/05/2026

Australian Wealth Digital (“we”, “our”, or “us”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). (OAIC)

 

By accessing our website, submitting forms, making enquiries, or using our services, you consent to the collection and handling of your information as outlined in this Privacy Policy.

Collection of Personal Information

We collect personal information necessary to provide our services, including connecting individuals and businesses with relevant third-party financial and professional service providers.

 

The types of personal information we may collect include:

 

  • Full name
  • Contact details (e.g. email address and phone number)
  • Date of birth
  • Residential and mailing addresses
  • Employment and income details
  • Financial information relevant to your enquiry
  • Property or investment-related information
  • Website usage information, IP addresses and browser information
  • Any other information you provide to us directly

 

We only collect personal information that is reasonably necessary for our business activities and services. (OAIC)

 

We collect this information through:

 

  • Online forms and applications
  • Phone, email and written communications
  • Meetings and consultations
  • Website cookies and tracking technologies
  • Social media platforms and advertising platforms
  • Third-party referrals and alliance partners (where authorised)

Use of Personal
Information

We use your personal information to:

 

  • Provide and manage our services
  • Connect you with suitable third-party financial or professional providers
  • Respond to enquiries and requests
  • Improve our website, services and customer experience
  • Conduct internal analysis and reporting
  • Comply with legal and regulatory obligations
  • Provide updates, information and communications relevant to your enquiry

 

Where required by law, we will seek your consent before using personal information for marketing purposes. You may opt out at any time.

Disclosure of Personal Information

We may disclose your personal information to:

 

  • Third-party financial service providers and alliance partners
  • Professional advisers and contractors
  • Service providers assisting us in operating our business (e.g. cloud storage, CRM systems, analytics, IT support providers)
  • Regulatory bodies, government agencies and law enforcement authorities where required by law

 

We do not sell, rent or trade your personal information.

 

We take reasonable steps to ensure third parties handling your information maintain appropriate confidentiality and privacy obligations. (OAIC)

  • Third-party financial service providers to facilitate your inquiries
  • Service providers who assist us in operating our business (e.g., IT support, data storage)
  • Regulatory bodies and law enforcement agencies as required by law

Cookies and Website Analytics

Our website may use cookies, Meta Pixel, Google Analytics and similar technologies to improve functionality and user experience.

 

These technologies may collect:

 

  • Device information
  • Browser type
  • Website behaviour and activity
  • Pages visited
  • Advertising interactions

 

This information assists us in improving our website and advertising performance.

 

You may disable cookies through your browser settings; however, some website functionality may be affected.

Overseas Disclosure

Some of our service providers, CRM systems, cloud storage providers and technology partners may store or process data overseas.

By using our website and services, you acknowledge that your information may be transferred outside Australia.

 

We take reasonable steps to ensure overseas recipients handle information in accordance with Australian privacy obligations. (OAIC)

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

 

Security measures may include:

 

  • Secure servers and encryption
  • Password-protected systems
  • Restricted internal access
  • Regular reviews of security procedures

 

While we take reasonable precautions, no internet transmission or storage system can be guaranteed as completely secure.

Data Retention

We retain personal information only for as long as reasonably necessary to fulfil the purposes outlined in this policy or to comply with legal obligations.

 

When personal information is no longer required, we take reasonable steps to securely destroy or de-identify it. (business.gov.au)

Access and
Correction

You may request access to the personal information we hold about you or request corrections if information is inaccurate, incomplete, irrelevant or out of date.

 

Requests can be made using the contact details below.

 

We may request identity verification before processing requests.

Complaints

If you have concerns regarding how we have handled your personal information, please contact us and we will investigate your complaint within a reasonable timeframe.

 

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):

 

Office of the Australian Information Commissioner (OAIC)

 

Phone: 1300 363 992

 

Email: enquiries@oaic.gov.au

Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

 

Changes will be published on our website and take effect immediately upon publication.

 

We encourage you to review this page periodically.

Contact Us

Australian Wealth Digital