Privacy Policy
Grimsey Wealth Private Office Pty Ltd (GWPO) has adopted this policy (Privacy Policy) concerning the collection, use, disclosure and handling of personal information.
Grimsey Wealth Private Office Pty Ltd
In this Privacy Policy, references to “GWPO”, “we”, “us” and “our” are to Grimsey Wealth Private Office Pty Ltd (ACN 695 675 739), an Australian Financial Services Corporate Authorised Representative (No. 1320151) providing wholesale wealth advisory services.
Our commitment
GWPO is committed to protecting the privacy of individuals and is bound by the Australian Privacy Principles under the Privacy Act 1988 (Cth). We will only collect, use, store or disclose personal information in accordance with the Privacy Act and this Privacy Policy.
The kinds of personal information we collect
The personal information we collect depends on your interactions with us. We collect both personal and non‑personal information.
Personal information includes any information or opinion—whether true or not—about an identified individual or an individual who is reasonably identifiable.
The types of personal information we may collect include:
- Name, contact details and identification information
- Family details (e.g., spouse, dependants)
- Employment information (current and historical)
- Financial information: bank accounts, investments, loans
- Financial circumstances: assets, liabilities, income, expenditure, credit reporting, superannuation
- Financial needs, goals, risk tolerance and investment preferences
- Insurance information or sensitive information required for insurance arrangements
How we collect and hold personal information
We generally collect personal information:
- Directly from you
- Indirectly through emails, forms, meetings, business cards, online queries, phone calls and social media channels (including LinkedIn)
- From third parties, where you have authorised us to collect such information
You may refuse us authorisation to collect information from third parties; however, this may impact our ability to provide services.
Why we collect, hold, use and disclose personal information
We collect, hold, use and disclose your personal information for purposes including:
- Providing wholesale wealth advisory and related services
- Marketing our services to you
- Managing, developing and enhancing our services and website
- Considering the suitability of prospective employees or contractors
- Administering, maintaining, supporting and upgrading our services
We may also use or disclose your information for purposes you consent to or where required or permitted by law. This may include secondary purposes related to the primary purpose of collection.
The fact that we have collected personal information from you does not necessarily mean personal financial advice has been provided. If unsure, please contact your adviser.
How we protect your personal information
We take reasonable steps to secure personal information from misuse, interference, loss, unauthorised access, modification or disclosure. These include:
- Secure storage
- Password‑protected access
- Firewalls and cybersecurity controls
- Multi‑factor authentication
- Staff training and confidentiality measures
However, no system is completely secure, and we cannot guarantee absolute protection. To the extent permitted by law, we exclude all liability for any unauthorised access, misuse, interference or loss of personal information.
Who we may disclose your personal information to
We may disclose personal information to:
- Our representatives, employees, contractors and service providers
- Product issuers, investment managers, insurers and superannuation fund managers
- Administrative service providers assisting with reporting and investment administration
- SMSF auditors (where applicable)
- Providers facilitating direct share arrangements
- Finance providers where applications are made on your behalf
- Credit reporting bodies
- Regulators and government agencies (e.g., ASIC)
- Professional advisers such as lawyers, accountants or consultants
- Industry bodies, tribunals or courts in connection with complaints
- Financial institutions where you authorise us to make enquiries
When we may disclose your personal information overseas
GWPO may disclose personal information to third‑party service providers located overseas. Common locations include:
- The Philippines
- India
The relevant country may vary depending on the services engaged.
Personal data processed by AI tools
How do we collect personal data?
Personal data processed by AI tools is collected directly from you or appears within documents you upload.
Why do we process personal data using AI tools?
To enhance efficiency, accuracy and speed in delivering financial and accounting services.
What types of data may be processed?
Contact details and any personal information contained within uploaded documents.
Lawful basis:
We rely on our legitimate interest in improving our service delivery.
Confidentiality:
All users follow strict internal confidentiality policies and undergo training to ensure compliance.
How you may access and correct your personal information
You may request access to, or correction of, your personal information by writing to us using the contact details below. We will need to verify your identity. Charges may apply where permitted by the Privacy Act. We may refuse access in circumstances allowed by law.
How you may make privacy‑related complaints
If you wish to complain about how we handle personal information:
- Contact our Privacy Officer using the details below (we may request the complaint in writing).
- We will investigate and respond, usually within 30 days.
If unresolved, you may contact:
Office of the Australian Information Commissioner (OAIC)
GPO Box 5218, Sydney NSW 2001
Email: enquiries@oaic.gov.au
Phone: 1300 363 992
Website: www.oaic.gov.au
Website
Third‑party websites
We provide links to external websites. We are not responsible for the privacy practices or content of third‑party sites.
Cookies
Our website uses cookies to improve user experience. Cookies identify your browser, not you personally. You may disable cookies using your browser settings.
How you may opt out of direct marketing
To unsubscribe from marketing communications, you may:
- Use the unsubscribe link in our emails; or
- Contact us using the details below to update your preferences.
Updates to this policy
This Privacy Policy may be updated periodically to reflect legal, technological or operational changes. The most current version is available at:
www.grimsey.com.au/privacy-policy/
We encourage you to check this page regularly for updates.
Contact Details
Privacy Officer – Grimsey Wealth Private Office Pty Ltd
Email: shannon@grimsey.com.au
Post: Ground Floor West, 32 Lincoln Square North, Carlton VIC 3053
Telephone: +61 3 8341 8888
Fax: +61 3 9347 1626
Annexure – Grimsey Wealth Private Office Pty Ltd
Entity: Grimsey Wealth Private Office Pty Ltd
ACN: 695 675 739
License Details: Australian Financial Services Corporate Authorised Representative No. 1320151
Services: Wholesale Wealth Advisory
Short Name: GWPO
Unless expressly stated otherwise, all information, products and services described on this website are intended solely for wholesale clients and must not be distributed to, or relied upon by, retail clients.
The advice provided is general advice only and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Liability limited by a scheme approved under Professional Standards Legislation.