Privacy Policy

Wealth Focus Pty Ltd (Wealth Focus) is committed to ensuring the privacy of your information and we understand how important the privacy of your personal information is to you.

Wealth Focus may, from time to time, review and update this privacy policy statement to take account of new laws and technology and changes to Wealth Focus's operations. Please visit this page periodically, to check for updates. All personal information held by Wealth Focus will be governed by its most recent policy, posted on the Wealth Focus website, Funds Focus (www.fundsfocus.com.au).

What kind of personal information Wealth Focus holds and how it is collected

Wealth Focus collects personal information from a variety of sources, including from members of the public, advertisers, prospective employees, mailing lists, recruitment agencies, contractors and business partners.

In general, the personal information Wealth Focus collects includes (but is not limited to) name, address, contact details, gender, occupation and where relevant, financial information, including credit card information, banking details, investment details and income information.

Personal Information you provide

We store the personal information you enter on Wealth Focus or give to Wealth Focus in other ways. We obtain most personal information through Wealth Focus membership registration process and updates to membership details. You may provide information when you request or acquire a product or service from Wealth Focus or its related companies, provide a product or service to Wealth Focus, complete a survey or questionnaire, enter a competition, participate in forums or when you communicate with Wealth Focus by e-mail, telephone or in writing (for example if you contact customer service or provide feedback). We will act to protect your personal information in accordance with the National Privacy Principles or an industry privacy code.

As a registered user of our website you can be assured that we will make every reasonable effort to protect and keep confidential any information you provide to us.
We collect personal information to provide you with the products and services you request as well as information on other products and services offered by us. If you have any questions relating to this privacy statement, please do not hesitate to contact us.

Collection of Data

To fully use our services, you will need to register using our online registration form. The type of information that we collect from you will depend on what products and services you use on the website. For example, if you apply for PDS to be posted then we will require your address. If you register to trade shares on-line, you will be required to provide certain personal information to the on-line share trading company to enable your request to be carried out.

Responsible use of information

By maintaining your relationship with us, you consent to any personal information we collect about you being used and disclosed in the manner set out below:

For our internal operations (including accounting, risk management, record keeping, development and testing, staff training and compliance monitoring.
To help us to develop, establish, promote and administer arrangements with other organisations in relation to the administration and use of products and services that we provide to you.
To help us to develop, identify and inform you of financial products, special promotions, services and enhancements to the products and services that may interest you.
For research in relation to financial products and services.
For marketing of financial products and services (you can tell us not to send you any marketing information if you wish).

We will not use your personal information for any purpose which is not related to the products or services we provide to you or for any purpose for which you would not reasonably expect us to use the information.

We do not send spam, please see our “Spam-free Guarantee”.

You may at any time unsubscribe from this service by contacting us. You have the right to seek access the personal information held about you and to advise Wealth Focus of any inaccuracy. There are some exceptions to this right set out in the Privacy Act. If you make an access request, Wealth Focus will ask you to verify your identity and specify what information you require. Wealth Focus may charge a fee to cover the costs of meeting your request.

You are entitled to ask for access to your personal information records at any time, or to choose to cancel or opt-out of any service or future mailing.

This web site contains links to, and from, third parties. We do not accept any responsibility for information contained in other sites. Information provided by other sites is believed by Wealth Focus to be reliable and accurate. However, Wealth Focus does not guarantee this and accepts no liability. You agree and understand that while it may be possible to access information through this website this does not constitute a recommendation to buy, sell, or otherwise trade all or any of the investments which may be referred to.

If you have any questions or would like further information about our privacy and information handling practices, please contact us:

Or write to:

Wealth Focus Pty Ltd
PO Box 760
Manly
NSW 2095

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