Privacy Policy

We collect personal information only where it is necessary to provide our advisory services, meet our regulatory obligations, or with your consent. This typically includes your contact details, financial circumstances, dependants, employment and goals.

We do not sell personal information. We share information with product providers, accountants and lawyers only where you have authorised us to do so, or where we are legally required.

Records are stored securely. You may request access to, correction of, or deletion of your personal information at any time by contacting our office.

Our handling of personal information is consistent with the Australian Privacy Principles under the Privacy Act 1988 (Cth). For privacy concerns, please contact our office or refer to our complaints process.

This summary does not replace our full privacy policy, available on request.