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Privacy Policy

Wellgate Capital Pty Ltd

ACN 684 202 659

Our Privacy Commitment

Wellgate Capital Pty Ltd (“Wellgate”, “we”, “us”, or “our”) is committed to managing personal information openly, transparently, and securely in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

About This Policy

This Privacy Policy explains how we collect, use, store, and disclose personal information in connection with our financial products, financial services, and website.
By using our website or providing personal information to us, you consent to the practices described in this policy.

Personal Information We Collect

We collect only personal information that is reasonably necessary to provide our services, including:

  • Identification and contact details

  • Financial, investment, and property-related information

  • Banking and transaction details (where applicable)

  • Website and usage data (including IP address and browser information)

We generally do not collect sensitive information unless required by law or with your consent.

How We Collect Information

We may collect personal information:

  • Directly from you (online, in person, by phone, or email)

  • When you submit enquiries, applications, or transactions

  • From publicly available sources or authorised third parties

Why We Collect Personal Information

  • Provide and manage financial products and services

  • Assess applications and process transactions

  • Communicate with you and respond to enquiries

  • Comply with legal, regulatory, and compliance obligations

  • Improve our services, systems, and website

  • Prevent fraud and manage risk

If you choose not to provide required information, we may be unable to provide certain services.

Disclosure of Personal Information

We may disclose personal information to:

  • Related entities

  • Professional advisers and service providers

  • Banks, payment processors, and insurers

  • Regulators and government authorities

  • Courts or law enforcement where required by law

Where personal information is disclosed to third parties, we take reasonable steps to ensure appropriate privacy protections are in place.

Overseas Disclosure

Some service providers may be located overseas. Where this occurs, we take reasonable steps to ensure overseas recipients comply with privacy standards equivalent to Australian law, unless an exception applies or you have consented.

Marketing Communications

We may use personal information to provide information about our products and services.
You may opt out of marketing communications at any time by using the unsubscribe option or contacting us directly.

Data Security

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, or disclosure.
Personal information is securely stored and destroyed or de-identified when no longer required.

Data Breaches

In the event of a data breach, we will take immediate steps to contain and remediate the issue and notify affected individuals and the Office of the Australian Information Commissioner (OAIC) where required by law.

Access and Correction

You may request access to or correction of your personal information by contacting us.
We will respond within a reasonable timeframe in accordance with the Privacy Act.

Complaints

If you have a concern about how your personal information has been handled, please contact us.
If unresolved, you may lodge a complaint with the OAIC.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

Contact Us

Wellgate Capital Pty Ltd
Email: info@wellgatecapital.com.au
Phone: +61 426 123 938

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