Privacy Policy

Your Rights in Relation to Privacy

Her Wealth Counts understands the importance of protecting the privacy of an individual’s personal information and adopts the Australian Privacy Principles contained in the Privacy Act 1988 (Cth) (Act).

This Privacy Policy sets out how we collect, use and disclose information about you, how we aim to protect the privacy of your personal information and your rights in relation to your personal information.

This Privacy Policy may be updated from time to time.

Kinds of Personal Information

During the provision of our services or through your use of our Website, Her Wealth Counts may collect your personal information. Personal information is information or an opinion about an identified, or reasonably identifiable, individual, whether or not the information or opinion is true and whether or not it is recorded in a material form.

The kinds of personal information we collect may include:

• contact details such as your full name, business or personal addresses, email addresses and phone numbers;
• your date of birth;
• billing information, including credit card details;
• your tax file number;
• your job title and employment information (including history and qualifications); and
• information about your financial affairs and personal circumstances;

We may also collect and hold certain sensitive personal information about you where we have your consent and where it is necessary for us to perform our services.

The kinds of sensitive personal information we collect may include:

• health information;
• sexual orientation;
• religious affiliations or beliefs; and
• your membership of a political association, professional or trade association, or trade union.

Sensitive personal information may be required in order to provide you with our services, such as in making an application for insurance or assessing the viability of a lifetime annuity.

Where you do not wish to provide us with your personal information, we may not be able to provide you with our services, or the advice we provide you may be incomplete or fail to take all of your circumstances into account.

You must notify Her Wealth Counts as soon as reasonably practicable of any changes to the information provided to us by you or if you are aware of any inaccurate, out of date, misleading or false information.

Collection of Personal Information

Generally, Her Wealth Counts will collect your personal information through:

• direct contact with you, whether in person or over the phone, email or post;
• the completion of online forms;
• provision of our services or consultations with you;
• information services providers, social media sites or publicly available information.

When you use our Website, the following information may be logged for statistical purposes and for the purposes of marketing and advertising to you:

• the date and time of your visit to our Website;
• your IP address;
• pages that you accessed and documents downloaded; and
• the type of browser you were using.

Cookies may be used on our Website.  Cookies are pieces of information that a website transfers to a computer’s hard drive for record keeping purposes.  Most web browsers are set to accept cookies and do not personally identify the user.

Purpose of Collection

We may require your personal information in order to provide you with our services, including (but not limited) to:

1. provide you with financial services advice;
2. assess your needs and determine which financial products and strategies may be suitable for you;
3. administer your financial products;
4. communicate with you, including (but not limited to), emailing you tax invoices;
5. comply with our legal and regulatory obligations;
6. invite you to events and seminars and provide you with updates and publications;
7. add you to our mailing list where you have subscribed to our newsletter; and
8. otherwise operate and manage our business.

Her Wealth Counts may also use and disclose your personal information in order to inform you of products and/or services that may be of interest to you. In the event you do not wish to receive such communications, you may, at any time, request not to receive direct marketing communications from us or use any opt-out mechanism provided and we will comply with that request.

Disclosure of Personal Information

Her Wealth Counts may otherwise disclose your personal information to third parties such as service providers, suppliers or insurers to provide other financial services or products to you. We will not disclose your personal information to third parties without your consent or unless required by law.

Security of Your Personal Information

Her Wealth Counts takes reasonable steps to ensure that the personal information we hold is protected from misuse, interference and loss and from unauthorised access, modification or disclosure. In the event that your personal information is subject to a data breach, Her Wealth Counts will comply with all mandatory statutory notification requirements.

Generally, Her Wealth Counts holds your personal information electronically, but may from time to time hold your information in paper form also.

Her Wealth Counts will destroy your personal information in circumstances where it is no longer required, unless required by law to retain the information.

How You May Access Your Personal Information

Under the Privacy Act, you have a right to access and seek correction of your personal information that is collected and held by us.

If at any time you would like to access or correct the personal information that we hold about you, please contact our privacy officer:

Simone Young

simone@herwealthcounts.com.au    

To obtain access to your personal information:

• you will have to provide proof of identity to ensure that personal information is provided only to the correct individuals and that the privacy of others is protected;
• you will need to be reasonably specific about the information you require; and
• Her Wealth Counts may charge you a reasonable administration fee, which reflects the cost to us for providing access in accordance with your request.

If we refuse your request to access or correct your personal information, we will provide you with written reasons for the refusal and details of complaint mechanisms.

Complaints

Please direct all privacy complaints to our privacy officer. At all times, privacy complaints will be treated seriously and dealt with in a prompt and confidential manner.

You will be informed of the outcome of your complaint following completion of the investigation, which will take no more than 30 days.

In the event that you are dissatisfied with the outcome of your complaint, you may refer the complaint to the Office of the Australian Information Commissioner.