Privacy Policy

At The Wealth Lab, we prioritise your privacy and are committed to safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your data while ensuring compliance with relevant laws and regulations.

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Who we are

At The Wealth Lab, we are committed to protecting your privacy and ensuring the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and manage your personal information, including sensitive information such as health data. It also describes your rights in relation to your personal information and how you can raise concerns about privacy issues.

Our website address is: https://thewealthlab.com.au.

Information We Collect

The Wealth Lab collects personal information, including health and other sensitive information, to provide you with financial products and services. We may collect your information directly from you, or from other sources, including third parties. It is crucial that the information we hold about you is accurate and up to date, so please notify us of any changes to your personal information.

Circumstances of Collection

We may collect personal information in various circumstances, including but not limited to:

During consultations and meetings.
Through our online forms and applications.
From third parties, such as referrals and business partners.

How We Use Your Information

We may use your personal information for the following purposes:

To provide you with financial products and services tailored to your needs.
To assist in managing and administering your accounts and policies.
To communicate with you about products and services that may interest you.
To conduct research and analysis to improve our services.
To manage our relationship with you and address any concerns or complaints.
To comply with legal obligations, including tax requirements and regulations.

Disclosure of Information

We may disclose your personal information to:

Your adviser or other authorised representatives for the purposes outlined in this policy.
Fintegrity Wealth Advisers Pty Ltd and its related entities.
Third-party service providers engaged to assist with our operations, including IT support and mailing services.
Regulatory bodies, law enforcement agencies, and courts when required by law.

If your adviser discloses your personal information to recipients located outside Australia, they will inform you of those countries.

Information Required By Law

In certain circumstances, we may be required by law to collect specific personal information. The details of these legal obligations are contained in our Privacy Policy, which can be found on our website.

Marketing and Privacy

We may use your personal information to send you information about our financial products and services. If you prefer not to receive marketing communications from us, please notify us at info@thewealthlab.com.au

Accessing and Correcting Your Information

You have the right to access your personal information held by us and request corrections if it is inaccurate or incomplete. To request access or correction, please contact your adviser.

Raising Concerns

If you believe that we have breached the Privacy Act or an applicable code, you can raise your concerns with us. We will address your concerns promptly and in accordance with relevant privacy laws.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

How long we retain your data

Metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:

The Wealth Lab
PO Box 8, Tamborine, Queensland, 4270
0416 885 282
info@thewealthlab.com.au

This Privacy Policy is effective as of October 2024

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