Privacy & Cookie Policy

Wealth & Security Planners Pty Ltd (“WSP”, “we”, “our”, “us”) respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, disclose, and store your information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and other applicable laws.

1. What Information We Collect

  • Personal details (name, address, contact information)
  • Financial information (income, assets, liabilities)
  • Identification documents (as required under AML/CTF laws)
  • Information from your use of our website and client portal (including cookies)

2. How We Collect Information

We collect information directly from you whenever possible, such as when you seek financial services from us. We may also collect information from other sources as permitted by law, including public records, your legal or financial advisers, or product providers.

3. How We Use Your Information

  • Providing financial advice and related services
  • Considering your eligibility for financial products or services
  • Assisting with applications for financial products
  • Administering services, payments, and responding to requests or complaints
  • Identifying you and verifying your identity
  • Informing you about products or services that may be of interest (unless you opt out)
  • Running our business efficiently and performing general administrative tasks
  • Preventing or investigating fraud or crime
  • Complying with legal, regulatory, or code obligations
  • Any purpose to which you have consented

4. What Happens If You Don’t Provide Information

If you don’t provide your information, it may not be possible to:

  • Assist in finding a financial product relevant to your circumstances
  • Verify your identity or protect against fraud
  • Let you know about products or services that might be suitable for your financial needs

5. Sharing Your Information

We may share your information with:

  • Your representatives (e.g., lawyers, accountants, settlement agents)
  • Referees (e.g., your employer)
  • Product providers, brokers, investment advisers, and other intermediaries
  • Australian Financial Directions Pty Ltd (AFSL 344971), our licensee
  • Referrers and financial services suppliers with whom we have arrangements
  • Valuers and other service providers
  • Government or regulatory bodies as required or authorised by law
  • Guarantors and prospective guarantors
  • Service providers, agents, contractors, and advisers assisting our business
  • Any organisation that wishes to take an interest in our business or assets
  • Any third party to which you consent to us sharing your information

We do not sell your personal information.

6. Sharing Outside Australia

We are unlikely to share your information with overseas third parties, but may store your information in cloud-based or electronic platforms. If overseas disclosure is required, we will seek your consent first.

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

  • Ensure the site functions correctly
  • Analyse traffic and improve performance
  • Provide relevant content and resources

Types of cookies we use:

  • Essential cookies – Required for site security and functionality
  • Analytics cookies – Help us understand usage and improve services
  • Marketing cookies – May be used for relevant content and resources

You can manage your cookie preferences via our consent banner or through your browser settings. Disabling cookies may affect site functionality.

8. Your Rights

  • Access and correct your personal information
  • Withdraw consent for marketing communications
  • Make a complaint if you believe we have breached your privacy

9. Information About Other People

If you provide information about another person (e.g., co-applicant), you must inform them that:

  • We have collected their information to provide services or for any other purpose set out in this policy
  • We may exchange this information with organisations as set out in this policy
  • They can access our privacy policy and request access to their information
  • We may not be able to provide services unless we obtain their information

10. Contact Us

If you have any questions or wish to exercise your rights, please contact:

Compliance Officer
Email: planners@wsp.com.au
Phone: (08) 6556 2900
Address: Level 1, 197 Adelaide Terrace, East Perth WA 6004
Postal: PO Box 6222, East Perth WA 6892

11. Licensee Details

Australian Financial Directions Pty Ltd
ABN: 14 135 004 947
AFSL: 344971
Level 1, 197 Adelaide Terrace, East Perth WA 6004
PO Box 6222, East Perth WA 6892
Email: afd@ausfindir.com.au
Phone: (08) 6556 2992
Website: www.ausfindir.com.au

12. Complaints

If you have a complaint about our service, please contact your Advisor first. If unresolved, contact the AFD Complaints Officer by phone (08) 6556 2992, email afd@ausfindir.com.au, or post PO Box 6222, East Perth WA 6892. If still unresolved, you can contact:

Australian Financial Complaints Authority (AFCA)

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