top of page
Untitled design (45).png

Privacy Policy

Last updated: 28/11/2025

My Financial Mentors Pty Ltd (“My Financial Mentors”, “we”, “us”, “our”) 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 policy explains how we collect, use, store, and protect your personal information, and your rights regarding that information.

​

1. What Personal Information We Collect

​

We may collect the following types of information:

​

1.1 Personal Details

  • Name, address, date of birth

  • Email address, phone number

  • Identification documents (e.g., driver licence, passport)

​

1.2 Financial Information

​

  • Income details

  • Assets and liabilities

  • Superannuation and investment information

  • Insurance policies

  • Tax file number (if voluntarily provided)

  • Employment and occupation details

​

1.3 Sensitive Information

​

We may collect health or medical information only with your consent, where relevant to insurance or financial advice processes.

​

1.4 Digital Information

​

  • Website usage data

  • Device information

  • IP address

  • Cookies and analytics

​

1.5 Engagement Hub Data

​

When using Engagement Hub, we may collect:

​

  • Uploaded documents

  • Communication records

  • Activity logs
    All data is encrypted and stored securely.

​

2. How We Collect Your Information

​

We collect personal information from:

​

  • You directly (online forms, meetings, calls, emails, Engagement Hub)

  • Application documents and fact-finding forms

  • Third parties you authorise (e.g., accountants, lawyers, insurers)

  • Public sources or regulators (e.g., ASIC records)

  • Website analytics tools

​

We only collect information necessary to provide financial services or meet legal obligations.

​

3. Why We Collect Your Information

​

We collect your personal information to:

​

  • Provide financial planning and advisory services

  • Prepare strategies, statements of advice, and reports

  • Establish and maintain your financial products

  • Verify your identity (KYC in accordance with AML/CTF laws)

  • Communicate with you through Engagement Hub

  • Comply with our regulatory and compliance obligations

  • Improve our website, services, and client experience

​

We will not use your information for any purpose you would not reasonably expect.

​

4. Disclosure of Personal Information

​

We may disclose your information to:

​

  • Financial product providers, insurers, superannuation funds

  • Accountants, lawyers, mortgage brokers or specialists you authorise

  • Technology partners (e.g., Engagement Hub)

  • Compliance and licensee auditors

  • Regulators (ASIC, AUSTRAC, ATO) where required

  • External service providers (IT, hosting, SMS/email services)

  • ​

All third parties are required to protect your data in accordance with Australian law.

We do not sell, lease, or trade personal information.

​

5. Overseas Disclosure

​

Some service providers (e.g., cloud hosting, software providers) may be located overseas.
Where this occurs, we take reasonable steps to ensure those providers comply with the Australian Privacy Principles.

You will be notified if any additional overseas disclosures are required for your circumstances.

​

6. Security of Your Information

​

We take all reasonable steps to protect your data, including:

​

  • Secure servers and firewalls

  • Encryption of data in transit and at rest

  • Multi-factor authentication (Engagement Hub)

  • Restricted staff access

  • Regular security audits and compliance reviews

  • Secure document storage and disposal protocols

​

Despite our efforts, no system is completely secure. We cannot guarantee the security of data transmitted to or from us.

​

7. Access and Correction

​

You may request:

​

  • Access to your personal information

  • Corrections or updates

  • Removal of information where legally permissible

​

Requests can be made by contacting us (see Section 12).
We must respond within a reasonable timeframe and may require verification of identity.

​

8. Direct Marketing

​

We may send occasional updates, newsletters, or invitations related to financial services.

You may opt out at any time by:

​

  • Clicking “unsubscribe”

  • Emailing us directly

  • Updating preferences in Engagement Hub

​

We comply with the Spam Act 2003 and do not send unsolicited marketing.

​

9. Cookies and Website Analytics

​

Our website may use cookies and analytics tools to improve functionality and user experience.

This may include data on:

​

  • Page interactions

  • Traffic sources

  • Browser/device types

​

You can disable cookies in your browser settings, although some features may not function properly.

​

10. Third-Party Websites

​

Our site may contain links to external websites.
We are not responsible for the privacy practices of those third parties.
We recommend reading their privacy policies before providing information.

​

11. Complaints

​

If you believe we have breached the Australian Privacy Principles, you may lodge a complaint.

Step 1: Contact Us Directly

We will investigate and respond promptly.

Step 2: If Unresolved

You may contact the Office of the Australian Information Commissioner (OAIC):
www.oaic.gov.au
Phone: 1300 363 992

​

12. Contact Us

​

My Financial Mentors Pty Ltd
Email: [Insert Email]
Phone: [Insert Number]
Address: [Insert Address]
Website: www.myfinancialmentors.com.au

​

13. Updates to This Policy

​

We may update this Privacy Policy periodically.
The latest version will always be available on our website.

bottom of page