At Terrabella Wealth, we recognise that your privacy is important. We are committed to safeguarding your personal information and providing you with the highest level of client service. Our practices are guided by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
We aim to comply with both the letter and the spirit of privacy legislation, ensuring transparency, respect, and integrity in the way we collect, handle, and store your information.
We collect personal information about you for purposes including:
The types of personal information we may collect include:
Where practical, you may deal with us anonymously or using a pseudonym. However, in many cases we require accurate personal information to provide our services.
We will use your personal information only for the purpose for which it was collected, or as permitted by law. Your data may be shared with:
Where we engage external contractors or service providers, they must adhere to our privacy standards.
In the event of a potential sale of our business, your information may be disclosed for due diligence purposes, under strict confidentiality. If the sale proceeds, you will be notified of the transfer.
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.
We retain personal information only for as long as required to fulfil our legal and business obligations, after which it will be securely destroyed or de-identified.
You may request access to the personal information we hold about you, and request corrections if you believe the information is inaccurate or incomplete.
In certain circumstances, access may be limited—for example, if it would breach another person’s privacy or commercial confidentiality. Where access is refused, we will explain why.
We may charge a reasonable fee for processing access requests.
Our website may use cookies to improve your online experience. Cookies are small data files stored on your device that help remember your preferences.
You can choose to disable cookies through your browser settings, although this may limit certain site features.
If you believe we have breached your privacy rights or this policy, you may make a complaint to our Privacy Officer using the contact details below.
We will respond within 30 calendar days and aim to resolve your concern to your satisfaction. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):
Website: www.oaic.gov.au
Phone: 1300 363 992
Email: enquiries@oaic.gov.au
Contact Us – Privacy Officer
Terrabella Wealth
Address: [Insert your business address]
Phone: [Insert phone number]
Email: [Insert email address]
