PRIVACY POLICY

Your privacy is important to us

Effective Date: 1 January 2025 | Last Updated: 9 April 2026

1. Introduction

Axon Wealth Pty Ltd (ABN XX XXX XXX XXX) ("Axon Wealth", "we", "our", "us") is committed to protecting the privacy of your personal information. This Privacy Policy outlines how we collect, use, store, disclose, and protect personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This policy applies to all personal information collected through our website, our services, phone communications, email correspondence, SMS messaging, in-person consultations, and any third-party platforms we utilise.

By engaging with Axon Wealth or using our website, you consent to the collection and use of your personal information as described in this Privacy Policy.

2. Information We Collect

  • Identity Information: Full name, date of birth, residential address, and identification documents.
  • Contact Information: Phone number(s), email address, mailing address.
  • Financial Information: Income details, employment status, assets, liabilities, superannuation, tax file number, bank details.
  • Property Information: Ownership history, valuations, investment portfolio details.
  • Communication Records: Emails, phone calls, SMS, enquiry forms.
  • Technical Information: IP address, browser type, cookies, analytics data.
  • Consent Records: Records of SMS/email marketing consent.

3. How We Collect Information

  • Submit forms on our website
  • Register for consultations
  • Engage our services
  • Communicate via phone, email, or SMS
  • Subscribe to marketing communications

We may also collect information from third parties such as financial institutions, government bodies, and referral partners in compliance with applicable laws.

4. How We Use Your Information

  • Deliver and manage services
  • Process transactions and applications
  • Provide SMSF and advisory services
  • Communicate updates and confirmations
  • Send marketing communications (with consent)
  • Meet legal and compliance obligations
  • Improve website and user experience

5. SMS & Electronic Messaging Consent

Transactional Messages: Appointment reminders, confirmations, updates.

Promotional Messages: Offers, insights, and opportunities (with consent).

Consent & Opt-In

Consent is collected through forms, consultations, or agreements and securely recorded.

Opt-Out

Message Frequency & Charges

Message frequency varies. Standard carrier charges may apply.

No Sharing of Consent Data

We do not sell or share your SMS consent data with third parties.

6. Disclosure of Information

  • Financial advisors, brokers, and accountants
  • Legal and conveyancing professionals
  • Banks and lenders
  • Government bodies (ATO, ASIC, AUSTRAC)
  • Credit reporting agencies
  • IT and communication service providers

7. Data Security

  • SSL/TLS encryption
  • Secure storage systems
  • Regular audits
  • Staff training
  • Restricted access

In case of a data breach, we will notify affected individuals and authorities as required.

8. Cookies & Website Analytics

  • Essential cookies
  • Analytics cookies
  • Marketing cookies (with consent)

You can manage cookies via browser settings.

9. Your Rights

  • Access your data
  • Request corrections
  • Opt-out of marketing
  • Lodge complaints

We respond within 30 days to all requests.

10. Data Retention

We retain personal information only as long as necessary or required by law. Data is securely destroyed when no longer needed.

11. Changes to This Policy

We may update this policy at any time. Updates will be published on this page.

12. Contact Us

Privacy Officer

Axon Wealth Pty Ltd

Email: [email protected]

Phone: 1300 AXON

Address: Sydney, Melbourne, Brisbane, Australia

If unresolved, you may contact the Office of the Australian Information Commissioner (OAIC).