Privacy Policy
1. About this policy
This policy explains how NWA Group Pty Ltd (National Wealth Advisory), ABN 17 638 469 495 (we, us, our) handles personal information. It applies to our websites, including nationalwealthadvisory.com.au, and to other websites we own or operate where this policy is displayed.
We aim to manage personal information in an open and transparent way and in accordance with applicable Australian privacy laws, including the Australian Privacy Principles where they apply to us.
2. What information we collect
Depending on how you interact with us and the services you enquire about, we may collect:
- Contact details — your name, phone number, email address and postcode.
- Financial and property information — such as the estimated value of your home, mortgage balance, household income and household superannuation balance where you choose to provide it.
- Information you provide in communications — including your goals, circumstances, preferences and other information you provide by phone, email, forms or meetings.
- Website and device information — such as your IP address, browser and device type, pages viewed, referring page or source, and information about how you interact with our websites.
If you become a client, we may collect additional information reasonably necessary to provide services to you, including identity or supporting documents where required by law or by a relevant service provider.
3. How we collect it
We generally collect personal information directly from you, including through forms and questionnaires on our websites, over the phone, by email, or during meetings.
We may also collect website and device information automatically through cookies, analytics tools and similar technologies, as described in section 6.
In some circumstances, and where permitted by law, we may receive personal information from referral partners, service providers or other third parties. Where reasonable and practicable, we collect personal information directly from you.
4. Why we collect it
We may collect, hold, use and disclose personal information to:
- respond to your enquiry and understand the services you are interested in;
- assess whether particular strategies or services may be relevant to your circumstances;
- contact you about our services, including by telephone, email or SMS where permitted;
- provide services you engage us to provide;
- introduce you to relevant referral, finance, professional or marketing partners where appropriate;
- operate, secure and improve our websites and understand how they are used;
- measure advertising and campaign performance; and
- meet legal, regulatory and compliance obligations.
You do not have to provide personal information requested by us. However, if you choose not to provide certain information, we may be unable to respond to your enquiry or provide some services.
7. Storing and securing your information
We take reasonable steps to protect personal information we hold from misuse, interference, loss and from unauthorised access, modification or disclosure. Measures may include access controls, secure storage and limiting access to people who require the information for legitimate business purposes.
No method of electronic transmission or storage is completely secure, so we cannot guarantee absolute security.
8. How long we keep it
We retain personal information for as long as it is reasonably required for the purposes for which it was collected, to provide services, resolve enquiries or meet legal, regulatory, accounting and compliance obligations.
When personal information is no longer required and we are not legally required to retain it, we take reasonable steps to destroy it or de-identify it.
9. Overseas disclosure
Some technology, analytics, advertising, communications or hosting providers we use may store, process or access personal information outside Australia, including in the United States and other jurisdictions in which those providers operate.
The countries involved may vary depending on the provider and service configuration. Where required by Australian privacy law, we take reasonable steps in relation to overseas disclosures and the handling of personal information by overseas recipients.
10. Direct marketing and how to opt out
Where you have provided your details and where permitted by law, we may contact you by telephone, email or SMS about NWA Group Pty Ltd services and relevant third-party products or services. Where disclosed at the point of collection or otherwise consented to, we may also provide your contact details to relevant referral or marketing partners for those purposes.
You can opt out of direct marketing at any time. Electronic marketing communications will include a simple opt-out mechanism where required. You can also ask us to stop marketing communications by emailing [email protected] or calling 1300 268 954. We will action valid opt-out requests within a reasonable period and will not charge you for making the request.
Opting out of marketing does not prevent us from contacting you where reasonably necessary to respond to an existing enquiry, provide a service you have requested, or comply with legal obligations.
11. Accessing and correcting your information
You may request access to personal information we hold about you and ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.
To make a request, email [email protected] or call 1300 268 954. We may need to verify your identity before providing access or making a correction.
We aim to respond within a reasonable period, generally within 30 days. There is no charge for making an access or correction request. Where permitted by law, we may charge a reasonable fee for the cost of providing access, and we will tell you about any proposed fee before proceeding.
If we refuse an access or correction request, where required we will give you written reasons and information about available complaint mechanisms.
12. Making a complaint
If you believe we have mishandled your personal information or breached applicable privacy obligations, please contact us so that we can investigate your concerns.
Step 1 — contact us. Email [email protected] with the subject line “Privacy complaint”, or call 1300 268 954. Please describe the issue and the outcome you are seeking.
Step 2 — we investigate. We will acknowledge and investigate your complaint and aim to provide a written response within a reasonable period, generally within 30 days. If we need more time, we will let you know.
Step 3 — escalate if you are not satisfied. If you are not satisfied with our response, you may be able to lodge a privacy complaint with the Office of the Australian Information Commissioner (OAIC):
- Online: oaic.gov.au/privacy/privacy-complaints
- Phone: 1300 363 992
- Post: GPO Box 5218, Sydney NSW 2001
13. Data breaches
We maintain processes for identifying, assessing and responding to actual or suspected data breaches.
Where a breach is an eligible data breach under the Notifiable Data Breaches scheme, we will take the steps required by law, which may include notifying affected individuals and the Office of the Australian Information Commissioner.
14. Links to other websites
Our websites may link to external sites that are not operated by us. We are not responsible for the privacy practices or content of those third-party websites. We recommend reviewing the privacy policy of any external website before providing personal information.
15. Changes to this policy
We may update this Privacy Policy from time to time to reflect changes to our practices, services, technology or legal obligations. The current version will be published on the relevant website and the date of the latest update will appear at the top of this page.
16. Contact us
If you have questions, requests or complaints about privacy, please contact us.
Privacy Officer
NWA Group Pty Ltd (National Wealth Advisory)
G1/140 Bundall Rd, Bundall QLD 4217, Australia
[email protected]
1300 268 954
Questions about this policy?
NWA Group Pty Ltd (National Wealth Advisory), G1/140 Bundall Rd, Bundall QLD 4217, Australia
[email protected]
·
1300 268 954