Privacy Policy

Introduction

AurenzaTrustPro Pty Ltd (ABN 12 345 678 901) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you engage with our financial advisory services or interact with our website.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Name, address, email address, and other contact details
• Date of birth and identification documents
• Financial information including income, assets, liabilities, and superannuation details
• Employment information and business ownership details
• Tax file number (where legally required for financial services)
• Health information relevant to insurance recommendations
• Investment preferences and risk tolerance assessments

Sensitive Information

In providing financial advice, we may collect sensitive information such as health details for insurance purposes. We only collect sensitive information with your consent and where necessary for our services.

Website Information

When you visit our website, we may collect:

• IP address and browser type
• Pages visited and time spent on our site
• Referring website addresses
• Information you submit through contact forms

How We Use Your Information

We use your personal information to:

• Provide personalised financial advice and services
• Assess your financial situation and develop strategies
• Process applications for financial products
• Communicate with you about your accounts and our services
• Meet our legal and regulatory obligations
• Improve our services and website functionality
• Send relevant updates about our services (where you have consented)

Disclosure of Information

We may disclose your personal information to:

• Financial product providers (insurers, superannuation funds, investment platforms)
• Professional advisers including accountants and solicitors
• Regulatory bodies such as ASIC and the ATO where required
• Service providers who assist our business operations
• Any party you authorise us to share information with

We do not sell your personal information to third parties for marketing purposes.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, or misuse. This includes:

• Secure, encrypted storage systems
• Restricted access to personal information
• Regular security assessments
• Staff training on privacy obligations

Access and Correction

You have the right to access personal information we hold about you and to request corrections if the information is inaccurate, incomplete, or outdated. To make a request, please contact our Privacy Officer using the details below.

Complaints

If you believe we have breached the Australian Privacy Principles or handled your personal information inappropriately, you may lodge a complaint with us. We will investigate and respond within 30 days. If unsatisfied with our response, you may escalate your complaint to the Office of the Australian Information Commissioner (OAIC).

Contact Us

For privacy-related enquiries or to access your information:

Privacy Officer
AurenzaTrustPro Pty Ltd
Level 18, 123 Collins Street
Melbourne VIC 3000
Email: [email protected]

Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website with the date of last revision.