Legal & Compliance

Privacy Statement

Protecting Your Privacy

At Allworths Wealth Management Pty Limited AFSL 457155, we are committed to protecting your personal information and ensuring that it is handled in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). 
This Privacy Statement explains how we collect, use, store and protect your personal information.

1. What Personal Information We Collect

We may collect personal information that is necessary for us to provide you with financial advice and related services. This may include:

Your name, address, contact details, date of birth and tax file number.
Financial details such as income, assets, liabilities, insurance policies, and investment preferences.
Sensitive information such as health details (where required for insurance or risk advice).
Information about your family structure, dependants, or estate planning objectives.

2. How We Collect Information

We collect personal information in several ways, including:

Directly from you, when you complete forms, provide information during meetings, or communicate with us.
From third parties such as your accountant, lawyer, or superannuation/investment providers (with your consent).
From publicly available sources where relevant to the advice we provide.

3. Why We Collect, Hold and Use Your Information

We collect and use your information to:

Provide financial planning, wealth management, and related advisory services.
Understand your financial position, goals, and risk tolerance.
Implement and review your financial strategy.
Comply with our legal and regulatory obligations, including those under the Corporations Act 2001, Anti-Money Laundering and Counter-Terrorism Financing Act 2006, and relevant taxation laws.

We may also use your contact details to provide updates or information we believe may be relevant or of interest to you. You can opt out of these communications at any time.

4. Disclosure of Information

We may disclose your personal information to:

Service providers who assist us in delivering our services (e.g. investment platforms, insurance providers, compliance consultants).
Professional advisers such as your accountant, solicitor, or auditor (with your consent).
Regulators, auditors, or government authorities when required by law.

We do not sell, rent, or trade your personal information to any third party for marketing purposes.

5. Data Storage and Security

We take reasonable steps to ensure your personal information is stored securely — whether in physical or electronic form — and protected against misuse, interference, loss, and unauthorised access. 
Electronic data is stored using secure Australian-based cloud services with controlled access.

6. Access and Correction

You may request access to, or correction of, your personal information at any time by contacting us. 
We will respond to your request within a reasonable period and may need to verify your identity before providing access.

7. Overseas Disclosure

We generally do not disclose personal information to recipients outside Australia.
If we do, we will take reasonable steps to ensure that the overseas recipient handles your information in accordance with the Australian Privacy Principles.

8. Website and Cookies

When you visit our website, we may collect anonymous information such as your IP address and browsing activity using cookies or analytics tools.
This information helps us improve our website and user experience but does not personally identify you.

9. Questions and Complaints

If you have a question or wish to make a complaint about how we handle your personal information, please contact our Privacy Officer:

Privacy Officer

Allworths Wealth Management Pty Limited
Level 23 The Great Room, 85 Castlereagh Street, Sydney NSW 2000

Or GPO Box 4255 Sydney NSW 2001

We will respond to your query or complaint within 30 days.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) via www.oaic.gov.au.

10. Updates to This Policy

We may update this Privacy Statement from time to time to reflect changes in legislation or our practices. The latest version will always be available on our website.

Last Updated: 20 October 2025