Privacy Policy

Overview

The Wealth Partnership Pty Ltd and its Authorised Representatives, including Ramshead Capital Pty Limited, are committed to protecting your privacy. We operate in accordance with the Australian Privacy Principles established by the Privacy Amendment (Enhancing Privacy Protection) Act. All staff and authorised representatives are required to adopt and comply with this privacy policy.

Information We Collect

We collect personal and sensitive information necessary to provide you with financial planning services. This may include:

• Your financial needs, objectives, and circumstances
• Asset and liability details
• Income and expenditure information
• Investment preferences and risk tolerance
• Employment history and family commitments
• Health information where required for insurance purposes

Failure to provide the personal and sensitive information referred to above may expose you to higher risks with respect to the recommendations made to you. Information is collected through face-to-face interviews, telephone, or electronic means. We may also require documentary evidence to confirm your identity, such as a driver's licence or passport.

Use and Disclosure

Information collected is used exclusively for the purpose of providing the financial planning services you have requested, making recommendations, and implementing those recommendations. We may disclose your information to:

• Superannuation trustees and insurance providers
• Fund managers and stockbrokers
• Third-party suppliers such as software providers and contractors
• Your accountant or other professional advisers (with your authorisation)
• Potential purchasers in the event of a sale or transfer of our business

We may also send you direct marketing materials from time to time. You may request to be removed from our marketing communications at any time.

Data Security

Your personal information is maintained securely in both paper-based and electronic formats. Following the conclusion of a client relationship, your information is retained for seven years to comply with legislative requirements. After this period, the information is securely destroyed.

Access and Correction

You have the right to request access to the personal information we hold about you. To do so, please contact your Financial Planner or our Privacy Officer. A fee may apply to cover the cost of providing access. We will provide access by way of copy, inspection, or summary after verifying your identity.

Access may be denied where providing it would threaten the health or safety of any individual, unreasonably impact the privacy of others, or where we are required to do so by law.

Website

Our website uses cookies to track general usage patterns. This information is collected in aggregate and does not identify individual users. Our website may contain links to external websites that are not operated by us. We are not responsible for the privacy practices of those sites and encourage you to review their individual privacy policies.

Complaints

If you have a complaint regarding the handling of your personal information, please direct it to our Privacy Officer:

If your complaint is not resolved to your satisfaction, you may escalate it to the Office of the Australian Information Commissioner.