Privacy Policy

Depending on your dealings with us and the services you request, we may collect:

• your name, contact details and identity information;
• information about your family, relationships, business interests, assets, liabilities and financial circumstances;
• accounting records, bank transactions, invoices, payroll information and taxation records;
• tax file numbers and other government-related identifiers where collection is authorised or required;
• credit, lending and insurance information;
• company, trust, superannuation and other entity information;
• information provided through surveys, forms, meetings, emails and telephone conversations;
• payment and transaction information;
• website usage information, including your IP address, browser type and interactions with our website; and
• other information reasonably required to provide our services or meet legal and professional obligations.

Some information may be sensitive or subject to additional legal protections. We only collect such information where it is reasonably necessary and permitted by law.

We generally collect personal information directly from you. We may also collect information from:

• your authorised representatives and professional advisers;
• our external tax consultant, legal professionals and other service providers involved in your matter;
• publicly available records, including company and property records;
• organisations you authorise us to contact; and
• website analytics, cookies and similar technologies.

Where practicable, you may interact with us without identifying yourself. However, we may be unable to provide particular services without the information required to assess and act on your circumstances.

We may use personal information to:

• respond to enquiries and arrange meetings;
• assess your circumstances and provide the services you request;
• prepare, coordinate and present asset-protection, succession and structural strategies;
• provide accounting, bookkeeping, business advisory, company secretarial and ASIC compliance support;
• coordinate taxation services through our external tax consultant;
• facilitate referrals to related entities or external professionals for mortgage broking, personal insurance or legal services;
• manage engagements, payments and business records;
• improve our website, communications and services;
• send information or marketing communications where permitted by law;
• manage fraud, cyber-security, legal and commercial risks; and
• meet professional, regulatory and legal obligations.

You may unsubscribe from marketing communications at any time using the unsubscribe facility provided or by contacting us.

We may disclose relevant personal information to:

• our external tax consultant for taxation and compliance services;
• lawyers and other professional advisers involved in asset-protection, succession or structural matters;
• offshore accounting, bookkeeping and administrative personnel working under our direction;
• related entities or external providers where you request or consent to a mortgage-broking or personal-insurance referral;
• technology, document-management, communications, data-storage and administrative service providers;
• lenders, insurers, regulators, government agencies, courts or other parties where relevant, required or authorised; and
• other persons where you authorise or reasonably expect the disclosure.

We disclose only the information reasonably necessary for the relevant service or purpose.

We may use carefully selected offshore resources in Vietnam to assist our Australian team in delivering accounting and related services. Personal information may therefore be accessed or processed in Vietnam.

We take reasonable steps to require overseas service providers to handle personal information securely and consistently with applicable Australian privacy requirements. Privacy laws and protections in those countries may differ from those applying in Australia.

Our website may use cookies and analytics tools to understand how visitors use the website and to improve its performance. You can adjust your browser settings to restrict cookies, although this may affect some website functionality.

We take reasonable administrative, technical and physical measures to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

No internet transmission or electronic storage system is completely secure. We cannot guarantee the absolute security of information transmitted electronically.

We retain personal information only for as long as reasonably required for our services, business records and legal obligations. Information may then be securely deleted or de-identified where appropriate.

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, incomplete or out of date.

We may need to verify your identity before responding. In limited circumstances, the law may permit us to refuse access. If that occurs, we will explain the reason where legally permitted.

If you have a privacy enquiry or complaint, please contact FWP Advisory by email at hello@fwpadvisory.com.au or by phone on 0475 219 534.

We will review and respond to your concern within a reasonable period. If you are not satisfied with our response, you may be entitled to contact the Office of the Australian Information Commissioner at oaic.gov.au.

We may update this Privacy Policy to reflect changes to our services, practices or legal obligations. The current version will be published on this website with its effective date.