PRIVACY POLICY
Privacy Policy
Moonah Private Wealth is committed to respecting your right to privacy and protecting your personal information. We take reasonable steps to protect personal information collected by us from loss, unauthorised access, misuse and unauthorised disclosure. If we change the way we collect or use information about you, we will amend this Privacy Policy and publish the updated version on this website.
Types of information we collect
The information we collect varies depending on the specific service or strategy you require. This may include:
- Your name, address and contact details;
- Your employment history and details;
- Your date of birth and retirement plans;
- Your investment preferences and risk tolerance; and
- Your financial position and lifestyle.
We may also collect sensitive information, such as health information, where it is relevant to the advice or services we provide. Usually, you provide this information to us personally through meetings, calls or in writing.
You may choose not to provide certain information, but this may limit our ability to provide advice or implement strategies that are appropriate to your needs and objectives.
How we use your information
We only use or disclose personal information for:
- The primary purpose for which it was provided (for example, implementing your financial plan or acquiring a financial product);
- Secondary related purposes where you would reasonably expect us to do so;
- Situations where you have given your consent; or
- Where required or authorised by law (such as AML/CTF reporting).
We may share information with regulatory bodies where required as part of audits or regulatory reviews. We may also send you market insights or articles of interest; you can opt out of these communications at any time.
In the event of a corporate restructure or sale of the business, your information may be disclosed to potential purchasers on a confidential basis or transferred to a new owner, subject to applicable privacy requirements.
Protecting your information
Your personal information is held in secure digital client files and, where necessary, physical files. We use reputable, secure cloud-based financial services platforms to store and manage data. These systems are protected by appropriate security measures, including encryption and multi-factor authentication.
Some of our service providers may be located overseas or may store or process information outside Australia. Where personal information is disclosed to an overseas recipient, we take reasonable steps to ensure it is handled in accordance with applicable privacy requirements.
Any paper files are stored in access-controlled environments. We retain records for as long as required to meet our legal, regulatory and business obligations. When records are no longer required, they are securely destroyed or de-identified where appropriate.
Accessing your personal information
You may request access to personal information we hold about you at any time. We will ask you to verify your identity before providing access. Access is subject to applicable legal exceptions, including where providing access could pose a serious threat to the life, health or safety of an individual or would have an unreasonable impact on the privacy of another person.
If we refuse access, we will provide you with written reasons where required.
Accuracy of records
We rely on accurate, complete and up-to-date information to provide appropriate recommendations. If you believe any information we hold about you is inaccurate or incomplete, you may ask us to correct it.
If we do not agree that information requires correction, we will provide our reasons and, where appropriate, record your objection on our file.
Contact and complaints
If you have any questions about this Privacy Policy or wish to make a complaint about how we have handled your personal information, please contact our Privacy Officer using the contact details provided on this website.
We will investigate and respond to privacy complaints in accordance with our complaints handling procedures.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).
Last updated: October 2026