Privacy Policy

Introduction

Aperture Private Wealth Pty Ltd (ABN: 2863 933 2988) is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Australian Privacy Principles set out in the Privacy Act 1988 (Cth).

Collection of Personal Information

We collect personal information from you when it is reasonably necessary for our business functions or activities. The types of personal information we may collect include:

  • Name

  • Contact details (such as address, email, and phone number)

  • Date of birth

  • Financial information

  • Employment details

  • Any other information you provide to us

Methods of Collection

We collect personal information in various ways, including:

  • Directly from you when you provide it to us through our website, over the phone, or via email

  • Through our services and interactions with you

  • From third parties where it is reasonably necessary for our functions or activities

Use of Personal Information

We use your personal information for purposes including but not limited to:

  • Providing and managing our financial services

  • Communicating with you and responding to your inquiries

  • Improving our services and customer experience

  • Complying with legal and regulatory requirements

  • Any other purposes disclosed to you at the time of collection or that you have consented to

Disclosure of Personal Information

We may disclose your personal information to:

  • Our employees, contractors, and service providers

  • Financial institutions and other entities involved in providing financial services

  • Legal, accounting, and other professional advisors

  • Regulatory and government authorities as required by law

  • Any other parties you have authorised or as otherwise permitted by law

Protection of Personal Information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. These steps include physical, electronic, and managerial procedures to safeguard and secure the information we collect.

Access to and Correction of Personal Information

You have the right to request access to the personal information we hold about you and to request its correction if it is inaccurate, out-of-date, incomplete, irrelevant, or misleading. To make a request, please contact us using the details provided below. We may require you to verify your identity before processing your request.

Complaints

If you believe we have breached your privacy rights, you may contact us to make a complaint. We take privacy complaints seriously and will respond to your complaint within a reasonable period. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Any changes will be posted on our website, and we encourage you to review this policy periodically.

Contact Information

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Aperture Private Wealth Pty Ltd
ABN: 2863 933 2988

By using our services or visiting our website, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your personal information as described herein.