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Privacy Policy

A9 Wealth Management Pty Ltd

ABN 26 678 285 400

ACL 569377

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Who Are We?

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"We" and "our" refer to A9 Wealth Management Pty Ltd ACN 678 285 400, holder of Australian Credit Licence number 569377.

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Our Commitment to Protect Your Privacy

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This Privacy Policy explains how we collect, use, and protect your personal information when you use our services. By using our Service, you agree to the collection and use of information in accordance with this policy.

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Information We Collect

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We may collect the following personal information:

  • Full name and email address

  • Phone number

  • Financial and credit-related information

  • Usage data (e.g. IP address, browser type, pages visited)

We also use cookies to improve your experience on our website. You may disable cookies through your browser settings, though this may affect some functionality.

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Security of Your Data

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We take reasonable steps to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

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Our Internal Dispute Resolution Scheme

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We hope you are delighted with our services. If you have any complaints, please raise them directly with your representative. If you are unsatisfied with the response, you may contact our Compliance Manager:

  • Phone: 0430 649 000

  • Address: 252 High Street, Ashburton VIC 3147

We will work to resolve all complaints promptly and thoroughly.

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Our External Dispute Resolution Scheme

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If you are not satisfied with the outcome of your complaint, you may refer the matter to the Credit & Investments Ombudsman, an ASIC-approved External Dispute Resolution Scheme. This service is provided at no cost to you.

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Privacy Disclosure Statement

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We collect personal and financial information to provide you with our broking services. Your information may be shared with:

  • Finance providers or lenders

  • Financial consultants, accountants, lawyers and advisers

  • Industry bodies, tribunals or courts (if required)

  • Any person where required by law

  • Our associates, related entities or contractors

  • Your referees (e.g. employer) to verify information

  • Any party considering acquiring an interest in our business

  • Online identity verification organisations

We will not disclose your information to overseas entities.

You may access the personal information we hold about you by contacting us. If you do not provide the required information, we may be unable to assist in arranging finance or other services.

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Changes to This Policy

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We may update this Privacy Policy from time to time. Any changes will be posted on this page.

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Contact Us

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If you have any questions about this Privacy Policy, please contact us:

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