Effective Date: 28th April 2026
Business Name: Wealth with Purpose Pty Ltd trading as Livingstone WealthManagement
ABN: 35 096 057 402
Website: www.livingstonewealth.com.au
1. Overview
Livingstone Wealth Management (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.
2. What Personal Information We Collect
We may collect personal information that is reasonably necessary to provide our financial planning services, including:
• Identification details (e.g. name, date of birth)
• Contact information (e.g. address, email, phone number)
• Financial information (e.g. income, assets, liabilities, tax file number where permitted)
• Employment details
• Superannuation and investment information
• Insurance information
• Risk profile and financial goals
• Any other information you provide to us
We may also collect sensitive information where necessary (e.g. health information for insurance advice), but only with your consent.
3. How We Collect Your Information
We collect personal information in a variety of ways, including:
• Directly from you (e.g. meetings, forms, phone calls, emails)
• Through our website (e.g. contact forms, newsletter subscriptions)
• From third parties (e.g. product providers, accountants, employers), with your consent
• From publicly available sources where appropriate
4. Why We Collect Your Information
We collect and use your personal information to:
• Provide financial planning advice and services
• Prepare Statements of Advice and financial strategies
• Implement and manage financial products on your behalf
• Meet legal and regulatory requirements
• Communicate with you about your financial affairs
• Improve our services and client experience
5. Disclosure of Personal Information
We may disclose your personal information to:
• Financial product providers (e.g. super funds, insurers, investment platforms)
• Service providers (e.g. paraplanners, IT providers, compliance consultants)
• Professional advisers (e.g. accountants, lawyers), with your consent
• Regulatory bodies where required by law (e.g. ASIC, AUSTRAC)
• Our licensee or authorised representative network
We take reasonable steps to ensure that any third parties handling your data comply with privacy obligations.
6. Overseas Disclosure
Some of our service providers may be located overseas (e.g. cloud storage or software providers). Where this occurs, we take reasonable steps to ensure your information is handled securely and in accordance with Australian privacy laws.
7. Data Security
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.
These measures include:
• Secure digital systems and encryption
• Access controls and staff training
• Physical security of records
• Regular system monitoring
8. Access and Correction
You have the right to:
• Request access to the personal information we hold about you
• Request corrections if the information is inaccurate, out-of-date, or incomplete
To make a request, please contact us using the details below.
9. Cookies and Website Analytics
Our website may use cookies and analytics tools to:
• Improve user experience
• Analyse website traffic
• Personalise content
You can control cookie settings through your browser.
10. Direct Marketing
We may use your personal information to send you relevant updates, insights, or marketing communications.
You can opt out at any time by:
• Clicking the unsubscribe link in emails
• Contacting us directly
11. Complaints
If you believe we have breached your privacy rights, you can lodge a complaint with us.
We will investigate and respond within a reasonable timeframe.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).
12. Contact Us
If you have any questions, requests, or complaints regarding this Privacy Policy, please contact:
Livingstone Wealth Management
119 Willoughby Road, Crows Nest NSW 2065
02 7229 4645
13. Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website.
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