At 5 Financial (5 Wealth Management Pty Ltd), we take your privacy seriously and want you to know how your personal information is handled when you work with us. Our Privacy Policy explains this in detail and is designed to meet the requirements of the Privacy Act 1988 and the Australian Privacy Principles.
When you become a client, we may collect information such as your contact details, date of birth, financial situation, goals and, in some cases, sensitive information like health details for insurance purposes. We use this information to provide financial advice and related services, manage your accounts, meet our legal and regulatory obligations, and stay in touch with you about your advice and options.
We may need to share your information with our advisers, service providers, product issuers, regulators and external dispute resolution bodies. Some of these organisations may be located overseas. Wherever your information goes, we expect it to be handled securely and used only for the purposes we’ve outlined. We also have measures in place to protect your information from misuse, loss or unauthorised access, and we keep it only for as long as required by law or needed for your services.
You have rights to access and correct your personal information, and to make a complaint if you’re concerned about how your information has been handled. Full details – including how we manage data breaches, overseas disclosures and additional rights that may apply if you’re in the EU – are set out in our downloadable Privacy Policy.