Privacy Policy

Effective Date: 21/11/2024

At Wealth Wagtail Financial, your privacy is our priority. This Privacy Policy outlines how we collect, use, store, and protect your personal information in compliance with applicable privacy laws. By using our services, you agree to the terms outlined in this policy.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, contact details, date of birth, and identification documents.
  • Financial Information: Income, expenses, assets, liabilities, and credit history.
  • Other Information: Details provided during consultations, website usage data, and preferences.

2. How We Use Your Information

We use your information to:

  • Provide tailored financial services and advice.
  • Assess loan and financial product suitability.
  • Communicate with you about updates, offers, or regulatory changes.
  • Comply with legal and regulatory obligations.

3. Sharing Your Information

We may share your information with:

  • Lenders, financial institutions, and service providers.
  • Regulatory authorities or as required by law.
  • Third parties with your explicit consent.

4. Data Security

We implement robust security measures to protect your information from unauthorised access, loss, or misuse. This includes encryption, secure storage, and regular audits.

5. Your Rights

You have the right to:

  • Access the personal information we hold about you.
  • Request corrections to inaccurate or incomplete data.
  • Withdraw consent for marketing communications at any time.

6. Cookies and Website Use

Our website uses cookies to enhance your browsing experience. Cookies collect non-personal information such as browser type and pages visited. You can manage your cookie preferences through your browser settings.

7. Updates to This Policy

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

8. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

  • Email: kellie@wealthywagtailfinancial.com.au
  • Phone: 0499 091 651
  • Address: Sydney, NSW, Australia, 2000

Wealth Wagtail Financial is committed to protecting your privacy and providing transparent information practices.