Privacy Policy – My Wealth Hub

Effective Date: 06 Feb 2023
Last Updated: 25 Aug 2025

My Wealth Hub (“we,” “us,” “our”) is committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, store, and disclose your personal information.

1. Nature of Our Services

  • We are marketers and lead referral providers.

  • We do not provide financial advice, taxation advice, mortgage advice, investment advice, or any other form of licensed financial service.

  • Our role is limited to collecting your inquiry and referring your information to licensed financial advisors, accountants, mortgage brokers, or other relevant professionals who are authorised to provide you with advice.

  • We accept no responsibility or liability for the advice or services you receive from those professionals.

2. What Personal Information We Collect

We may collect information such as:

  • Full name, contact details (email, phone number, address).

  • Age, gender, employment details, or financial information you choose to provide.

  • Details relating to your inquiry (e.g., interest in superannuation, accounting, mortgage, or investment services).

3. How We Collect Your Information

We collect personal information:

  • When you submit an inquiry through our website, advertisements, or landing pages.

  • When you engage with us via phone, email, or social media channels.

  • Through third-party lead providers where you have consented for your information to be shared.

4. Purpose of Collection

We collect, hold, and use your personal information for the following purposes:

  • To refer your inquiry to licensed financial advisors, accountants, mortgage brokers, or related professionals.

  • To contact you in relation to your inquiry.

  • To improve our marketing services.

  • To provide your information to other businesses offering services that may be relevant to your inquiry.

5. Data Retention

  • We retain your personal information for 36 months.

  • If we contact you within that 36-month period, the retention period restarts from the date of contact.

  • After the retention period, your information will be securely deleted or de-identified, unless required for legal or regulatory purposes.

6. Disclosure and Sale of Information

  • By submitting your information, you consent to us sharing and/or selling your personal information to financial advisors, accountants, mortgage brokers, and other businesses that may provide services relevant to your inquiry.

  • We are not responsible for how those third parties manage or use your information. You should refer to their privacy policies for further details.

7. Opt-Out and Contacting Us

  • You may opt out of further communications or request deletion of your information at any time by contacting:
    📧 info@mywealthhub.au

  • Upon receiving your request, we will take reasonable steps to process your opt-out in accordance with the Privacy Act.

8. Security of Your Information

We take reasonable steps to secure your personal information against loss, misuse, or unauthorised access. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Disclaimer of Liability

  • We make no warranties or representations regarding the quality, accuracy, or suitability of any advice you may receive from third parties we refer you to.

  • We accept no liability for any financial loss, damages, or liabilities arising from your engagement with third-party service providers.

10. Your Rights

Under the Australian Privacy Principles, you have the right to:

  • Access the personal information we hold about you.

  • Request corrections if your information is inaccurate.

  • Lodge a complaint if you believe we have breached your privacy.

11. Changes to This Policy

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