Privacy Policy

Effective date: 12.8.25 - V7

 

At Good With Money, we are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, store, and protect your personal information, and how you can access, correct, or make a complaint about our handling of your information.

 

1. Personal Information We Collect

The personal information we collect may include (but is not limited to):

  • Name, address, email address, and phone number
  • Date of birth
  • Details about your financial circumstances (where relevant to our services)
  • Records of your communication and interactions with us
  • Website usage data, including cookies and analytics information

We will only collect the personal information we need to provide our services and operate our business.

 

2. How We Collect Your Information

We collect personal information in a variety of ways, including:

  • Directly from you when you contact us, book a service, complete forms, or attend consultations
  • Through our website, email, social media channels, and over the phone
  • From third parties you authorise, such as your nominated representatives
  • From publicly available sources, where appropriate
  • Automatically via cookies and analytics tools when you visit our website

 

3. Why We Collect and Use Your Information

We collect and use your personal information to:

  • Deliver our financial education services
  • Manage your relationship with us, including invoicing and client communications
  • Send you updates, invitations, and resources (unless you opt out)
  • Improve our services and customer experience
  • Meet our legal and regulatory obligations

You can opt out of receiving marketing communications from us at any time by clicking the unsubscribe link in our emails or contacting us directly.

 

4. Sensitive Information

Some personal information we collect may be considered sensitive information under the Privacy Act, such as details about your financial position or goals.

We only collect sensitive information with your consent or where permitted by law, and we protect it to a higher standard.

 

5. Disclosure of Your Information

We do not sell, rent, or trade your personal information.

We may disclose your information to:

  • Service providers and contractors who assist us in delivering our services (e.g., IT, marketing, cloud storage providers)
  • Professional advisors (e.g., accountants or lawyers) when required
  • Regulators, law enforcement, or government agencies if required by law
  • Parties involved in a business transfer (e.g., merger, sale, or restructure)

Overseas disclosure: Our cloud-based service providers may store your personal information on servers located outside Australia.

 

6. How We Store and Protect Your Information

We store personal information securely in electronic format.

Our security measures include:

  • Password-protected systems and accounts
  • Face ID securitisation
  • Secure networks and encryption where appropriate  
     

7. How Long We Keep Your Information

We keep personal information only for as long as necessary to:

  • Provide you with our services
  • Comply with legal, regulatory, or insurance obligations

When no longer required, we securely destroy your information.

 

8. Accessing and Correcting Your Information

You can request access to, or correction of, your personal information by contacting us:

📧 Email: [email protected]

📞 Phone: 0408 658 683

We will respond to your request within a reasonable timeframe and will not charge you for a reasonable request.