What to know when visiting our website.
Preamble:
Accompli Wealth regards privacy as an important part of our relationship with our website visitors and customers. The following privacy policy applies to all Accompli Wealth website users and customers and conforms to Australian Internet privacy standards. If you have questions or concerns regarding this statement, you should first contact us.
Collection of Information
In order to use the Accompli Wealth website, we may require information from you in order to provide the best service possible. All correspondence may also be collected and stored, particularly in regard to sales, support and accounts.
Use of Collection Information
Any details collected from Accompli Wealth customers is required in order to provide you with our products and/or services and a high level of customer service. Correspondence is recorded in order to provide service references and to assist in our staff development.
Storage of Collected Information
The security of your personal information is important to us. We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we have received it. If you have any questions about security on our website, you can email us.
Access to Collected Information
If your personally identifiable information changes, or if you no longer desire our service, you may correct, update, delete or deactivate it by emailing us.
Communications
Accompli Wealth uses personally identifiable information for essential communications, such as emails, accounts information, and critical service details. We may also use this information for other purposes, including some promotional emails. If at any time a customer wishes not to receive such correspondence, they can request to be removed from any mailing lists by emailing us. You will be notified when your personal information is collected by any third party that is not our agent/service provider, so you can make an informed choice as to whether or not to share your information with that party.
Third Parties
Accompli Wealth may, at its discretion, use other third parties to provide essential services on our site or for our business processes. We may share your details as necessary for the third party to provide that service. These third parties are prohibited from using your personally identifiable information for any other purpose. Accompli Wealth does not share any information with third parties for any unknown or unrelated uses.
Legal
We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, or legal process served on our website.
Links
Links on the Accompli Wealth site to external entities are not covered within this policy. The terms and conditions set out in this privacy statement only cover the domain name www.accompliwealth.com.au.
How we use cookies
A cookie is a small file that is to be placed on your computer’s hard drive. The file is added, and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.
We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes at an aggregate level.
Overall, cookies help us provide you with a better website by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you other than the data you choose to share with us. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. However, this may prevent you from taking full advantage of the website.
Changes to Privacy Policy
If we decide to change our privacy policy, we will post those changes to this privacy statement, the homepage, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our homepage.
At Accompli Wealth, we help clients navigate the future. Combining expert Wealth Management and Investment Advice to build and preserve your wealth.
adavies@accompliwealth.com.au
0438 650 557
Andrew Davies is an Authorised Representative (No. 1005128) of PGW Financial Services Pty Ltd (AFSL No. 384713). Accompli Wealth Pty Ltd is a Corporate Authorised Representative (No. 1236970) of PGW Financial Services Pty Ltd (AFSL No. 384713). This website contains strictly factual information and/or general advice and does not constitute personal financial product advice. The content of this website does not take into account your personal financial situation, needs or objectives, and you must determine whether it is appropriate for your situation.
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