PRIVACY POLICY

Effective date: 

In this Privacy Policy, 'us' 'we' or 'our' means Hanzo Wealth Pty Ltd ABN 67 670 480 823 and our related bodies corporate.


Privacy commitment

Your privacy is important to us. We are committed to protecting your privacy and we want to ensure that you have a clear understanding about the information we collect about you, how we use it and who we share it with.

We provide a number of products and services that require us to collect, store, share and use your personal information. This Privacy Policy applies when you use our products or services or interact with our website. It sets out how we collect information about you, how we use it and how we keep it secure.

This Privacy Policy also incorporates our Credit Reporting Policy which sets out how we use any credit information we collect.

We may change this Privacy Policy by publishing changes to it on our website. Please check our website regularly to ensure that you are aware of any changes to this Privacy Policy.

Confirming your identity

In accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006, Financial Services Group Australia are required by law to collect and maintain identification documents such as Drivers' Licences and Passports that allow us to satisfactorily confirm your identity.

Collection of Information

  • Hanzo Wealth Pty Ltd collects and holds your personal information for the sole purpose of providing financial services to you, and discharging our legal obligations.

  • If the information you provide to us is inaccurate or incomplete, it may impact the quality and appropriateness of our recommendations.

  • Where we are arranging insurance and/or investment products for you, we will be required to collect and lodge relevant information for the purposes of those applications.

  • Where you provide us with information about another person, such as your nominated beneficiary, you must ensure that they are aware information has been provided to us and of the existence of this document.

Sharing (disclosing) your information outside Australia

We share (disclose) personal information outside of Australia to service providers located in the Philippines. This information will not be stored or used for any other purpose.

We take reasonable steps to ensure that any overseas recipient handles your personal information in accordance with the Australian Privacy Principles.

Use and Disclosure

We will only use or disclose your personal information in the following circumstances:

  • For the purpose of providing you with financial services, or in arranging for the application of insurance or investments on your behalf;

  • Where you provide your consent, either expressly or the individual would reasonably expect the APP entity to use or disclose the information for the secondary purpose implied by your behavior, for information to be provided to a third party (e.g. your accountant);

  • Where we are required by law;

  • Where we are using the information in a direct marketing communication (you will have the option of electing not to receive direct marketing materials).

Using our website and cookies

We may collect personal information when you use our website, including pages visited, visit time, and your IP address.

Our site uses cookies and similar tracking tools to improve your experience and remember preferences. Cookies are small files stored on your device that help recognize you across different sites and sessions. You can disable cookies in your browser, but this may affect website functionality.

If cookies collect personal information (e.g., when linked to your account), we will handle it according to this Privacy Policy.

Security

We will take reasonable steps to protect the personal information we hold from misuse, loss, and from unauthorised access, modification or disclosure. Where your personal information is no longer needed, and we are not required by law to maintain it, we will ensure that it is securely and permanently destroyed

Accessing or correcting your personal information

You may at any time request access to your personal information from the past 7 years, that we hold. We will endeavour to comply with your request as soon as possible, which would normally be within a period of 14 days. In most cases there will be no charge for providing such information, however, requests involving large amounts of information may incur a handling fee. 

Access may be restricted in certain cases, such as when it affects another person's privacy. If we deny your request, we will explain the reason.

We take reasonable steps to ensure your personal information is accurate, complete, and up to date. If you believe any details are incorrect, please contact us with supporting evidence. If we agree, we will update the information. If we do not make the requested correction, we will provide a reason for our decision.

Contacting Us and Privacy Issues

For more information about how we manage personal information or to raise any privacy concerns, including complaints, please contact us at 1300 848 568.

When making a complaint, please provide your name, email address, and/or phone number, along with a clear description of your concern.