Strategic Wealth Planning Shepparton Victoria

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Wealth Accumulation

Planning for your future.

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Protecting your wealth

Planning for the unexpected

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Planning your Retirement

Time to do the things you want

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Aged Care

Understanding your options

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Privacy Policy

This policy covers how Strategic Wealth Planning treats personal information that we collect and receive, including information related to your past use of our website and website services. Personal information is information about you that is personally identifiable like your name, address, email address, or phone number, and that is not otherwise publicly available.


General
Strategic Wealth Planning automatically receives and records information on our server logs from your browser, including your IP address, cookie information, and the page you request.

Strategic Wealth Planning uses information for the following general purposes: to customize the advertising and content you see, fulfill your requests for products and services, improve our services, contact you, conduct research, and provide anonymous reporting for internal and external clients.

Information Sharing & Disclosure
Strategic Wealth Planning does not rent, sell, or share personal information about you with other people or nonaffiliated companies except to provide products or services you’ve requested, when we have your permission, or under the following circumstances:

We provide the information to trusted partners who work on behalf of or with Strategic Wealth Planning under confidentiality agreements. These companies may use your personal information to help Strategic Wealth Planning communicate with you about offers from Strategic Wealth Planning and our marketing partners. However, these companies do not have any independent right to share this information.

Cookies
Most non-personal information is collected via cookies. Strategic Wealth Planning may use cookies to enhance the user experience and personalise content. A cookie is a small data file that is transferred to your hard drive and identifies you as a unique user. Cookies help us understand which areas of the website are most popular, so we can improve the user experience on future visits.

Confidentiality & Security
We limit access to personal information about you to employees who we believe reasonably need to come into contact with that information to provide products or services to you or in order to do their jobs.
We have physical, electronic, and procedural safeguards that comply with federal regulations to protect personal information about you.

Changes to this Privacy Policy
Strategic Wealth Planning may update this policy. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your Strategic Wealth Planning account or by placing a prominent notice on our site.

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Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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