Privacy Policy

At The Wealth Connection – Finance Pty Ltd, we are committed to protecting your privacy in accordance with the Privacy Act 1998 (Cth). This Privacy Policy describes our current policies and practices in relation to the handling and use of personal information.

What information do we collect and how do we use it?

We will ask you for personal information when we assist you with your finance. We use the information you provide to advise about and assist with your credit needs. We only provide your information to the companies with whom you choose to deal (and their representatives). We also use your information to send you requested product information and to enable us to manage your ongoing relationship with us e.g. invoicing, client surveys etc. We may do so by mail or electronically unless you tell us that you do not wish to receive electronic communications. We may occasionally notify you about promotions, new services and special offers, events or articles we think will be of interest to you. We may send you regular updates by email or by post. If you would rather not receive this information, email or write to us. We may also use your information internally to help us improve our services and help resolve any problems.

What if you don’t provide some information to us?

If you don’t provide us with full information, we can’t properly advise or assist you with your credit needs.

How do we hold and protect your information?

We strive to maintain the reliability, accuracy, completeness and currency of the personal information we hold and to protect its privacy and security. We keep personal information only for as long as is reasonably necessary for the purpose for which it was collected or to comply with any applicable legal or ethical reporting or document retention requirements We hold the information we collect from you for security purposes on behalf of our clients. We will also use your personal information to contact you by means of any officer, contractor, employee or agent in relation to any products and services that we believe may be of interest to you and for customer feedback on our services. We ensure that your information is safe by storing most of it electronically in secure data centres which are located in Australia and owned either by the Wealth Connection or external sevice providers. Some information we hold about you will be stored in paper files. We use a range of physical and electronic security measures to protect the security of the personal information we hold. For example:

• access to information systems is controlled through identity and access management:
• employees are bound by internal information security policies and are required to keep information secure;
• all employees are required to complete training about information security; and
• we regularly monitor and review our compliance with internal policies and industry best practice. We take reasonable steps to destroy or permanently de-identify any personal information after it can no longer be used.