Privacy Policy

This Privacy Policy applies to personal information collected by Web Wealth Management Pty Ltd (ABN 12 345 678 901), trading as Web Wealth Management, holder of Australian Credit Licence 389087.

We collect information you provide when enquiring, applying for a loan or engaging us as your broker. This typically includes:

• Identity details (name, date of birth, ID numbers)
• Contact details (address, phone, email)
• Financial information (income, assets, liabilities, expenses)
• Employment details
• Credit history (with your consent)

We use your information to assess your needs, compare lender options, submit applications on your behalf, and maintain ongoing client records. We may share information with lenders, aggregators (AFG), mortgage insurers and service providers where necessary to progress your application.

We use secure CRM systems, encrypted email and restricted access to client files. Physical documents are stored in locked facilities and destroyed securely when no longer required.

You can request access to the personal information we hold about you, ask us to correct inaccuracies, and withdraw consent to ongoing communications at any time.

If you believe we have mishandled your personal information, please contact us first. If unresolved, you can escalate to the Office of the Australian Information Commissioner.