Wealthlife is committed to protecting the privacy of your personal information. Our Statement and detailed policy describes the practices we follow to respect the privacy of our clients and visitors to our website.
Please also review our Financial Services Guide on this website for further information about our Privacy Policies.
The primary purpose we collect personal information from you is to provide you with a Financial Planning and Advisory Service. We may also use or disclose the personal information for another purpose such as to inform you of relevant updates and changes in Investment Markets that may effect your Investments, changes in policy/products that may effect your strategies or to invite you to events that may interest you.
Our usual process of collecting personal information is to collect it directly from you. We may also collect personal information from other sources, such as the Australian Taxation Office, Platforms, Insurers, Product Providers, Centrelink, your other advisers (if any) or other entities in the Wealthlife group, your suppliers or creditors, through paid search providers, through marketing or business development events, or from banks or other credit providers. We will only collect the personal information from these other sources if it is necessary to provide you with the accounting or business advisory service, or you have instructed us to collect your personal information from those sources.
If you do not provide us with the requested information, we may not be able to provide you with the Financial Planning and Advisory Service. In some cases it may be possible for you to provide us with some but not other personal information. You can ask us if this is possible before providing us with your instructions.
Your personal information may be disclosed to other entities, such as government agencies, our external auditors, other services provider (such as accountants) or referral partners in order to provide the Financial Planning and Advisory Service to you, or to assist our functions or activities (such as debt collection agencies or law firms), entities within the Wealthlife Group, contractors or consultants, third party software providers that you use and our third party technology providers such as our data storage providers and email filter providers.
We may transfer or send your personal information to an overseas partner for the purpose of providing the Financial Planning or Advisory services to you. If we do disclose personal information to an overseas partner, to fulfil the purpose for which the personal information was collected, including a related purpose, we are required to take reasonable steps to ensure that the recipient of your personal information does not breach the Australian Privacy Principles or a similar law in relation to your personal information.