Privacy Policy

At Olleh Wealth Pty Ltd, we prioritise the privacy and security of your personal information. This Privacy Policy outlines how we manage your personal data, including the types of information we collect, why we collect it, and how we use, store, and disclose it.

Olleh Wealth Pty Ltd is committed to complying with the Australian Privacy Principles and other relevant laws governing the handling of personal information.

Collection of Your Personal Information

Olleh Wealth Pty Ltd, a Corporate Authorised Representative (CAR 131 3367) of InterPrac Financial Planning Pty Ltd (AFSL 246638), will collect and retain your personal information for the following purposes:

• To provide you with the advisory services you have requested;
• To complete documentation and forms, including identifying you and verifying your authority to act on behalf of a client;
• To protect our business and other clients from fraudulent or unlawful activities;
• To comply with relevant laws, regulations, and legal obligations;
• To improve the products and services we offer to our clients, including contacting you about products and services that may be of interest to you;
• For any other purpose for which you have provided your consent.

If, at any time, you no longer wish to receive direct marketing communications from us, please contact us at info@ollehwealth.com.au. We will process your request within 30 days.

To provide you with financial advice that is tailored to your investment goals, financial situation, and individual needs, we may collect and store the following personal information:

• Your name, contact details, and date of birth;
• Employment details and employment history;
• Financial details, including information about your financial objectives, current circumstances, assets, liabilities, income, expenditures, insurance, and superannuation;
• Details of your investment preferences and risk tolerance;
• Family circumstances and social security eligibility;
• Any other information necessary to fulfil your request.

This information may also include sensitive data, such as health details or membership in professional or trade associations.

Where practicable, we will collect your personal information directly from you. This information is typically gathered during in-person meetings with your adviser, over the telephone, or via written materials. In some cases, we may also collect personal data from third parties, such as your accountant.

We may receive unsolicited personal information that has not been actively provided by you. Any such information will be discarded unless it is relevant and necessary for providing financial advice.

How Your Personal Information is Stored

Your personal information is securely stored in client files or in a computer database. In some cases, it may be held in a secure archiving facility.

We take all reasonable steps to protect the personal information we hold from misuse, loss, unauthorized access, modification, or disclosure. We also take steps to securely destroy or permanently anonymize personal information that is no longer needed for its intended purpose, in compliance with the Australian Privacy Principles.

Use and Disclosure of Your Personal Information

Your personal information may be disclosed to third parties for purposes related to the provision of the financial advice you have requested. The types of service providers to whom we may disclose your personal information include:

• Other financial advisers and organizations involved in delivering the financial advice you have requested, including fund managers and paraplanners;
• Insurance providers, superannuation trustees, and product issuers;
• Organizations assisting with the operation of our financial planning business, including those offering administrative, accounting, legal, research, insurance, or other business services;
• Representatives or service providers, such as your accountant, solicitor, tax agent, stockbroker, or bank;
• Entities involved in business restructures, asset transfers, or due diligence related to such events;
• Government authorities and other organizations when required by law; and
• Organizations you have consented to receiving your personal information.

Your personal information will only be used or disclosed for these purposes or other related purposes, unless required by law.

At Olleh Wealth Pty Ltd, we ensure your personal information is not used or disclosed for any purpose other than:

• The primary purpose for which it was collected, or a related secondary purpose;
• Where you have consented to its use or disclosure;
• In other circumstances authorized or required by law under the Australian Privacy Principles.

We may disclose your personal information to third-party service providers who assist us in delivering our services, and we will ensure these third parties handle your information in accordance with the Australian Privacy Principles.

Organisations Outside Australia

To deliver our services effectively, we may need to share your information with organizations outside Australia that perform tasks on our behalf, such as outsourced administration services.

Your information may be stored in cloud services or other forms of electronic storage. As this data may be accessible globally, it is not always possible to know the exact country in which your data is stored. In some cases, international organizations may be required to disclose information under local laws. Olleh Wealth Pty Ltd is not responsible for such disclosures.

We will only transfer personal information outside of Australia if:

• We have taken reasonable steps to ensure the recipient does not breach the Privacy Act and Australian Privacy Principles;
• The recipient is subject to an information privacy scheme comparable to the Privacy Act; or
• You have given your consent for the disclosure.

Access to Your Personal Information

You are entitled to access the personal information we hold about you, subject to exceptions outlined by law, such as when granting access would negatively affect the privacy of others. If we deny your request for access, we will provide the reasons for our decision. To request access to your personal information, please contact us (see “Contacting Us and Privacy Issues” below).

Correcting Your Personal Information

We make reasonable efforts to ensure the personal information we collect, use, or disclose is accurate, complete, and up-to-date. If you believe any of the personal information we hold is inaccurate, incomplete, or outdated, please contact us and provide relevant evidence to support the correction.

If we agree that your personal information requires correction, we will take appropriate steps to update it. If we decide not to correct your information, we will explain why. If you request that we add a statement to your file indicating that your information is inaccurate, incomplete, or outdated, we will comply with this request to the best of our ability.

Contacting Us and Privacy Issues

If you have any questions about how we manage your personal information, or if you wish to raise a privacy concern or complaint, please contact us using the following details:

Email: info@ollehwealth.com.au

Address: 145 Bay Terrace, Wynnum QLD 4178

Phone: (07) 3396 0123

We are dedicated to resolving all privacy complaints. However, if you are not satisfied with the resolution, you may escalate your privacy concerns to:

Office of the Australian Information Commissioner

Website: https://www.oaic.gov.au/privacy

PO Box 5288, Sydney NSW 2001

Phone: 1300 363 992

or

Australian Financial Complaints Authority (AFCA)

Website: https://www.afca.org.au/

Email: info@afca.org.au

GPO Box 3, Melbourne VIC 3001

Phone: 1800 931 678 (free call)

AFCA is an independent and free service for resolving financial services complaints. Please note that time limits may apply for lodging a complaint, so we recommend acting promptly. For further details, please consult the AFCA website regarding time limits.