We understand that your privacy is important to you.
Volare Wealth is committed to protecting your privacy.

This Privacy Policy explains how we collect, use, and protect personal information that you may provide to us through this website.

1. What Is Personal Information

Personal information is any information that identifies you as an individual. This may include sensitive information such as:

• Health information

• Race or ethnicity

• Religious beliefs

• Political opinions

We may request sensitive personal information where:

• it is required by law; or

• it is necessary to provide you with the financial products or services you request.

In some cases, such information may be collected incidentally. By providing sensitive personal information, you consent to its use in accordance with applicable laws.

Throughout this website, references to “we”, “our”, or “us” refer to Volare Wealth.

2. Collection of Personal Information

We may collect and hold personal information about you, including information that you provide:

• through fact-finder forms;

• when communicating directly with our staff; or

• via this website.

Cookies

If personal information is collected electronically, we may use cookies.
Cookies are small data files sent from our website to your computer to:

• track website usage;

• enable secure access to your account information; and

• protect the integrity and security of your personal data.

3. Use of Personal Information

Your personal information is used solely for the purpose for which it was collected, including:

• providing you with the financial products and/or services you have requested;

• notifying you from time to time about our services and marketing activities; and

• managing and maintaining our relationship with you.

4. Disclosure of Personal Information

We do not disclose your personal information unless one or more of the following apply:

• disclosure is required by law;

• you have provided express or implied consent;

• disclosure is made to product providers recommended by a Volare Wealth Financial Adviser;

• disclosure is made to financial planners, brokers, or authorised parties who review client needs and circumstances;

• disclosure is made to other entities within the Volare Wealth group, where necessary to provide services; or

• disclosure is made to organisations with whom we have business relationships and strict confidentiality obligations.

You acknowledge that not all third parties may have privacy policies identical to ours and consent to such disclosures for the purposes outlined above.

5. Marketing Communications

If at any time you no longer wish to receive notifications about our products, services, or promotions, please contact us and we will update your preferences accordingly.

Security

We strive to ensure the security, integrity, and privacy of personal information submitted to our website. Our security measures are reviewed and updated regularly in line with current technologies.

While we take reasonable steps to protect your personal information, please note that no data transmission over the Internet can be guaranteed to be completely secure. Accordingly, any information you transmit to us is done at your own risk.

Our employees and contractors who provide services related to our information systems are required to respect the confidentiality of any personal information we hold. However, we will not be held responsible for events arising from unauthorised access to your personal information.

Access to Your Personal Information

You may request access to the personal information we hold about you.

Depending on the circumstances, we may:

• allow you to inspect the information in person;

• provide copies of relevant documents; or

• provide a summary of the information requested.

Any fee charged for providing access will be reasonable.

We may refuse access where:

• the request is frivolous or vexatious;

• providing access would pose a threat to health or public safety;

• access would unreasonably interfere with another person’s privacy; or

• providing access would result in a breach of the law.

If access is refused, we will provide you with reasons for the refusal.

Links to Other Websites

Our website may contain links to third-party websites. These websites are not under our control, and we are not responsible for their content, conduct, or privacy practices.

Before providing any personal information to other websites, we recommend that you review their terms and conditions and privacy policies.

Problems or Questions

If you have any questions about this Privacy Policy, or if you wish to raise a concern or complaint, please contact us using the details below.

Contact Us

If you have any enquiries regarding privacy matters or require further information about this Privacy Policy, please contact our Privacy Officer:

Address:
Suite 207,
28 Riddell Parade
Elsternwick VIC 3185

Telephone: 1300 593 393
Email: admin@volarewealth.com.au