Privacy policy

1. Introduction

Lifearc Private Wealth (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in a secure and responsible manner.

This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information in accordance with applicable privacy laws, including the Privacy Act 1988 (Cth).

2. What Information We Collect

We may collect personal information necessary to provide our services, including:

  • Name, contact details (email, phone, address)

  • Date of birth and identification details

  • Financial information (income, assets, liabilities, investments)

  • Employment and business details

  • Information relevant to your financial goals and objectives

  • Any other information you provide to us directly

We may also collect information through our website, including cookies and analytics data.

3. How We Collect Information

We collect personal information in a number of ways, including:

  • Directly from you (via meetings, forms, emails, or phone calls)

  • Through our website (including enquiry forms)

  • From third parties with your consent (e.g. accountants, lawyers, lenders)

  • From publicly available sources where appropriate

4. How We Use Your Information

We use your personal information to:

  • Provide financial advice and consulting services

  • Develop and implement financial strategies

  • Communicate with you regarding your financial affairs

  • Comply with legal and regulatory obligations

  • Improve our services and client experience

5. Disclosure of Personal Information

We may disclose your personal information to trusted third parties where necessary, including:

  • Accountants, lawyers, and other professional advisers

  • Financial institutions and product providers

  • Service providers and technology partners

  • Regulatory bodies where required by law

We take reasonable steps to ensure all third parties handle your information securely and in accordance with privacy obligations.

6. Data Security

We take reasonable measures to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

This includes secure systems, restricted access, and confidentiality obligations for our team.

7. Access and Correction

You may request access to the personal information we hold about you and request corrections if it is inaccurate, out of date, or incomplete.

To do so, please contact us using the details below.

8. Cookies and Website Data

Our website may use cookies and analytics tools to enhance user experience and understand website usage.

You can adjust your browser settings to refuse cookies if you prefer.

10. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Lifearc Private Wealth
Email: enquiry@lifearcprivatewealth.com.au

11. Complaints

If you believe your privacy has been breached, please contact us in the first instance. We will investigate and respond promptly.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).