Privacy Policy

This Privacy Policy explains how Access Wealth (Aust) Pty Ltd and its related entities (together referred to as “Access Wealth”, “we”, “our” or “us”) collect, hold, use and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This policy applies to personal information collected through our websites, marketing activities, enquiry forms, surveys, communications, and in connection with the provision of our services.

1. Personal Information We Collect

(a) Identification and contact details

• Name
• Email address
• Phone number
• Residential or mailing address

(b) General financial and property-related information

• Income
• Superannuation balance
• Property ownership status
• Estimated property values
• Assets, liabilities and debts
• Age or age range
• Investment goals and objectives

This information is typically collected through surveys, lead forms, enquiries, or discussions to assess suitability for our services. We do not intentionally collect sensitive identifiers such as tax file numbers through our websites or marketing forms.

(c) Documents provided during service delivery

If you engage our services, you may voluntarily provide documents such as payslips, superannuation statements, or lending-related documents. These are handled with appropriate care and security.

(d) Technical and usage information

• IP address
• Browser and device information
• Website usage data
• Cookies and tracking information

(e) Communications

• Enquiry form submissions
• Emails, SMS messages and call records
• Notes from meetings or phone conversations

2. How We Collect Personal Information

We may collect personal information when you:

• Submit information through our websites or digital forms
• Complete surveys or lead capture forms via marketing platforms
• Contact us by phone, email or SMS
• Interact with our outbound contact efforts following an enquiry
• Use our websites (via cookies and analytics tools)
• Are referred to us by partners or service providers (where permitted by law)

3. How We Use Personal Information

We collect and use personal information for purposes including:

• Responding to enquiries and contacting you
• Assessing suitability for our services
• Providing property-related services and information
• Coordinating service delivery through third-party providers
• Managing relationships with clients and prospective clients
• Conducting outbound calls, follow-ups and appointment scheduling
• Marketing, advertising and remarketing activities
• Improving our services, systems and customer experience
• Meeting legal, regulatory and compliance obligations

By submitting your personal information, you acknowledge that we may contact you using the details provided for these purposes.

4. Communications and Direct Marketing

We may contact you by email, phone or SMS regarding enquiries, service delivery, appointments, follow-ups or services that may be relevant to you.

Where required by law, marketing communications are sent with consent. You may opt out at any time by using an unsubscribe link, replying “STOP” to SMS messages, or contacting us directly.

5. Automation and AI-Assisted Communications

We may use automation tools and AI-assisted systems to support communications and operational processes, including email, SMS and phone interactions. These tools are used to improve efficiency and customer experience and operate under human oversight.

6. Disclosure of Personal Information

(a) Related entities

We may share personal information with related entities within the Access Wealth group for the purpose of providing property, finance, lending and related services, and improving customer experience.

(b) Third-party service providers

We may disclose personal information to third parties where reasonably necessary to deliver our services, including mortgage brokers, financial planners, SMSF specialists, solicitors, conveyancers, accountants, professional advisers, and technology or communication providers.

We do not sell personal information.

7. Overseas Disclosure

Some service providers may store or process personal information outside Australia. Where this occurs, we take reasonable steps to ensure overseas recipients handle personal information in a manner consistent with Australian privacy laws.

8. Cookies and Tracking

Our websites use cookies and similar technologies to improve functionality, analyse usage and support marketing activities. You may disable cookies via your browser settings, noting this may affect site functionality.

9. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. However, no system can be guaranteed to be completely secure.

10. Retention of Information

Personal information is retained only for as long as reasonably necessary to fulfil the purposes outlined in this policy or to meet legal obligations. When no longer required, information is securely destroyed or de-identified.

11. Access, Correction and Complaints

You may request access to or correction of personal information we hold about you. If you have a complaint, please contact us using the details below.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

12. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be published on our website.

13. Contact Us

Access Wealth
Email: privacy@accwealth.com.au
Website: www.accwealth.com.au