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Privacy Policy
Privacy Policy

The personal data we collect, the reasons we collect it, and the measures we take to protect it.

Cameron Drury avatar
Written by Cameron Drury
Updated over 2 months ago

Privacy Policy

Canwi Australia Pty Ltd ("Canwi," "we," "us," "our") is committed to protecting your personal information in compliance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (Privacy Act).

This privacy policy outlines how Canwi collects, holds, uses, and discloses personal information as required by the APPs.

1. Kinds of Personal Information We Collect and Hold

We collect and hold personal information about our users, customers, and individuals who interact with Canwi. The types of personal information we collect and hold may include:

  • Name, address, email address, and phone number

  • Date of birth, gender, and relationship status

  • Financial information (such as income, expenses, and assets)

  • Transaction data and financial goals

  • Opinions and feedback on our services

  • Usage data, including website or application interactions

2. How We Collect Personal Information

We collect personal information directly from you through:

  • Registration on our platform

  • Submitting forms and interacting with our tools

  • Participating in surveys, promotions, or feedback

  • Using our website

We may also collect information from third-party sources such as service providers, contractors, or affiliated financial institutions with your consent.

3. Cookies, IP Addresses, and Web Analytics

Like most websites, we use cookies and other tracking technologies to enhance your experience on our platform. Cookies allow us to remember your preferences and gather statistical data about how users navigate and interact with Canwi's website.

You can choose to disable cookies through your browser settings; however, this may limit your access to certain features of our site. We may also collect your IP address for security and analytical purposes, ensuring our services are delivered safely and efficiently.

4. How We Use Your Personal Information

We use the personal information we collect for various purposes, including:

  • Delivering and improving our services and user experience

  • Communicating with you and sending updates on your financial goals

  • Personalizing your experience with tailored insights and recommendations

  • Complying with legal obligations (e.g., anti-money laundering laws)

  • Understanding user behavior to make improvements to our platform

5. Disclosure of Personal Information

We may share your personal information with trusted third parties, including:

  • Service providers who assist in delivering Canwi's services (e.g., cloud storage providers)

  • Financial institutions, brokers, or advisors as part of your financial plan

  • Regulatory bodies where required by law (e.g., the Australian Securities and Investments Commission)

We will not sell or share your personal information with third-party advertisers without your consent.

6. Security and Storage of Personal Information

Your personal information is securely stored in our cloud-based systems. We have implemented robust security measures to protect your data from unauthorized access, loss, or misuse. In some cases, your information may be stored overseas with our trusted service providers who are subject to strict privacy and security obligations.

7. Access and Correction of Personal Information

You have the right to access and correct your personal information held by us. If you believe any of the information we hold is inaccurate, please contact us, and we will work to promptly update it.

8. Direct Marketing

We may use your personal information to send you marketing materials about Canwi's services or updates related to financial planning. You can opt out of receiving such communications at any time by clicking "unsubscribe" in emails or contacting our support team.

9. Changes to this Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal obligations. Any changes will be communicated to you through our platform, and the latest version will always be available on our website.

10. Contact Us

For any questions, complaints, or requests regarding your personal information or this privacy policy, please contact us:

Privacy Officer
Canwi Australia Pty Ltd
Email: [email protected]

This policy is current as of 1 October 2024 and is reviewed regularly to ensure it complies with relevant privacy laws and practices.

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