Privacy policy

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Privacy Policy for Leeuwin Wealth Pty Ltd

Leeuwin Wealth Pty Ltd (ABN 62 679 320 720) is committed to protecting your privacy and the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).


1. Why We Collect Personal Information

We collect personal information that is necessary for us to provide our financial services, comply with legal and regulatory requirements, and manage our business operations effectively. This information may include:

  • Your name, address, and contact details.
  • Financial information (e.g., income, assets, liabilities).
  • Information about your investment preferences and risk tolerance.
  • Any other information relevant to the services we provide.


2. How We Collect Personal Information

We collect personal information directly from you when you:

  • Apply for a product or service.
  • Communicate with us via phone, email, or in person.
  • Visit our website.

We may also collect information from third parties, such as credit reporting agencies, where permitted by law.


3. Use and Disclosure of Personal Information

We may use your personal information for the following purposes:

  • To provide and manage our financial services.
  • To verify your identity and transactions.
  • To comply with legal obligations and regulations, including those related to anti-money laundering and counter-terrorism financing.
  • To inform you about our products and services that may be of interest to you.

We may disclose your personal information to:

  • Related companies and external service providers engaged in providing our services.
  • Regulatory bodies, government agencies, and law enforcement authorities as required by law.
  • Third parties as authorized by you.


4. Sensitive Information

We may collect sensitive information (e.g., health information) only when necessary to provide our services. We will obtain your consent before collecting this information.


5. Accessing and Correcting Your Information

You have the right to request access to the personal information we hold about you and to request corrections if you believe it is inaccurate or incomplete. To do so, please contact our Privacy Officer at the contact details below.


6. Security of Personal Information

We take reasonable steps to protect your personal information from loss, misuse, unauthorized access, and disclosure. We store personal information securely and retain it only as long as necessary to fulfill the purposes outlined in this policy or as required by law.


7. Cross-Border Disclosure

If we need to disclose your personal information to overseas recipients, we will ensure that they comply with privacy obligations equivalent to those that apply to us unless you provide consent otherwise.


8. Complaints

If you have concerns about how we handle your personal information, please contact our Privacy Officer. We will investigate and respond to your complaint promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).


9. Changes to This Privacy Policy

We may change the information on this website, including this Privacy Policy, without notice. Your continued access to this website means that you accept the changes. We will not separately notify you of these changes.


10. Contact Us

For inquiries or complaints regarding this Privacy Policy, please contact:


Privacy Officer

Leeuwin Wealth Pty Ltd

PO Box 340, West Perth WA 6005

Email: compliance@leeuwinwealth.com.au

Phone: 08 6285 1200

Effective Date: 4 November 2024