Privacy Policy

My Wealth Mentor Pty Ltd (Corporate Authorised Representative No 1275716) and its representatives and staff, respects your right to privacy and is committed to safeguarding the privacy of your personal information. We adhere to the National Privacy Principles established by the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information.

Collection of Your Personal Information

Personal information is information we hold which is identifiable as being about you, including but not limited to:

  • Your name, address, telephone number, date of birth and tax file number;
  • Your occupation and employment history;
  • Your financial needs and objectives;
  • Financial information; and/or
  • Other related information.

The collection of your personal information is provided directly from you or from third parties, with your consent. You have the right to refuse the collection of such information from a third party.

My Wealth Mentor does not use or disclose sensitive personal information, such as race, religion and genetic health information, without your explicit consent.

Collection of your personal information is primarily used by My Wealth Mentor to provide financial advice and services to you. 

My Wealth Mentor will not disclose personal information to third-parties without your consent. Please note, however, that My Wealth Mentor may be obliged to disclose information where it is required to do so by law.

If you have any further questions or wish to contact My Wealth Mentor for information or to update information that you have previously provided, please email us at or call us.

This Privacy Policy is current as at 17 February 2020 and is subject to change from time to time without notice.