Privacy Policy

We take the protection of your personal information very seriously.

We will continue to update our privacy policy from time to time and encourage you to re-read this periodically.

We collect personal information, including sensitive information (e.g. health information), from you to provide you with our advice and services.

We may also use your information to comply with legislative or regulatory requirements in any jurisdiction, to prevent fraud, crime or other activity that may cause harm in relation to the products or services provided, and to help us run our business.

Waterhouse Wealth Management is also required, in accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act (AML/CTF Act) and its corresponding rules and regulations to implement certain client identification processes. We may be required to obtain information about you when providing financial services to you, in order to meet our legal obligations.

If you do not provide all the information we request, we may not be able to provide an advice, products or services. Where you have provided information about another individual, you must make them aware of that fact and the contents of this privacy statement.

We may use your personal information to contact you or send you information about other products and services offered by our preferred suppliers. If you do not wish to receive marketing communications from us please call us on 02 8973 2222.

Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8973 2222

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