Privacy Policy
Last Updated: 10 April 2026
1. Introduction
This Privacy Policy outlines how Venture Wealth FP (“we”, “our”, “us”) collects, uses, discloses, and protects your personal information when you access our website at www.venturewealthfp.com.au (“Site”) or engage with our financial planning and advisory services.
We are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
2. What We Do
Venture Wealth FP provides financial planning and advisory services, including wealth management, investment strategy, retirement planning, and related financial services. In delivering these services, we collect and handle personal information necessary to meet legal, regulatory, and client service obligations.
3. Collection of Personal Information
We collect two types of information:
a. Personal Information
Information that identifies you or could reasonably identify you, including:
- Full name
- Contact details (email, phone, address)
- Financial information (income, assets, liabilities, goals)
- Identification documents (where required for compliance)
- Communication records
b. Non-Personal Information
Information that does not identify you directly, such as:
- Browser type and device information
- Website usage data (pages visited, time spent, interactions)
- IP address and general location data
4. How We Collect Information
We collect your information when:
- You complete forms on our website
- You engage our services or request advice
- You communicate with us (email, phone, meetings)
- You use or browse our website
- We receive information from third parties (e.g. service providers, analytics tools)
5. Purpose of Collecting Information
Venture Wealth FP collects and uses your personal information to:
- Provide financial advice and services
- Meet legal and regulatory obligations (including financial services laws)
- Communicate with you about your enquiries or services
- Improve our website and services
- Send updates or marketing (where consent is provided)
6. Legal Basis for Processing
We collect and process personal information where it is:
- Necessary to provide our services to you
- Required to comply with legal and regulatory obligations
- Necessary for our legitimate business interests
- Provided with your consent
7. Disclosure of Personal Information
We may disclose your information to:
- Professional service providers (e.g. IT, hosting, analytics)
- Compliance and regulatory bodies where required
- Business partners or contractors assisting in service delivery
Venture Wealth FP does not sell or rent your personal information.
8. Data Storage & Security (Australia)
All personal information is stored securely within Australia (onshore) using trusted infrastructure providers.
Venture Wealth FP implements industry-standard security measures to protect your data, including:
- Secure servers and encryption
- Access controls
- Data protection policies
While we take reasonable steps to safeguard your information, no system is completely secure.
9. Data Retention
We retain your personal information only as long as necessary to:
- Provide services
- Comply with legal and financial regulatory requirements
- Resolve disputes and enforce agreements
Financial services laws may require us to retain certain records for a minimum period.
10. Cookies & Analytics
We use cookies and similar technologies to:
- Improve website functionality
- Analyse site usage (e.g. Google Analytics)
- Enhance user experience
You can manage or disable cookies through your browser settings.
11. Marketing Communications
Venture Wealth FP may send you marketing communications if you have opted in. You can unsubscribe at any time using the link provided in communications.
We may still contact you regarding important service or regulatory matters.
12. Your Rights (Australian Privacy Principles)
You have the right to:
- Access the personal information we hold about you
- Request corrections to inaccurate or outdated information
- Request information on how your data is handled
- Lodge a complaint if you believe your privacy has been breached
To exercise these rights, please contact Venture Wealth FP using the details below.
13. Complaints
If you have concerns about how your personal information is handled, please contact Venture Wealth FP first. If unresolved, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).
14. Third-Party Links
Our website may contain links to third-party websites. Venture Wealth FP is not responsible for their privacy practices and encourages you to review their policies.
15. Updates to This Policy
Venture Wealth FP may update this Privacy Policy from time to time. The latest version will always be available on our website.
16. Contact Us
If you have any questions or requests regarding this Privacy Policy, please contact: