Who we are

We are committed to ensuring the confidentiality and security of any personal information we collect from you, or that you provide to us, or that which will be processed by us. This policy applies to WeKonnect and any entity owned or controlled by WeKonnect. WeKonnect is bound by the Privacy Act and the Australian Privacy Principles (APPs).

Information we collect

We collect information from financial advisers regarding their contact details, business, strategies, and products they recommend. We also collect personal information about individuals who are clients of financial advisers. All such information collected will solely be used for preparing/creating documents as required by the financial adviser and will not be provided to any third parties.

We may extend to collect sensitive information such as health information, if so, this information will be maintained and included in the financial documents we prepare as required to present a clear picture of the client’s current situation.

We may receive/collect personal information from third parties where you have provided us permission to do so, if we do, we will protect it as set out in this Privacy Policy.

How we use your information provided to us?

We collect, use and maintain your information so we can prepare/develop accurate and appropriate financial documents. We may disclose your personal information to any of our employees and officers as reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services and we have permission from you to do so.

The information we collect will be disclosed to an offshore entity – WeKonnect Global Pty Ltd in Colombo, Sri Lanka, as part of our process to provide you with your services. This offshore location is managed by WeKonnect Pty Ltd and is also bound by the Australian Privacy Principles.

We may use personal information collected from you to make you aware of new and additional products, services, and opportunities available to you. We may also use your personal information to improve our products and services and better understand your needs.

If you choose not to provide us with your personal information, or should you withhold information reasonably requested, we may be limited or unable to provide services to you.

Keeping your information secure

To prevent unauthorised access or disclosure, we have put in place suitable physical, electronic, and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss, and unauthorised access, modification, and disclosure.

We train our employees about the importance of confidentiality and maintaining the privacy and security of your information. Access to personal information is restricted to employees who need it to provide services to you. All employees are bound by contracts with strict confidentiality clauses.

We may hold your personal information for as long as you remain a client of WeKonnect and require us to continue within the original client terms of engagement. Due to the nature of the services we offer, it may be required for us to retain personal data even after an account has been closed for legal or operational reasons. When your personal information is deemed no longer required, we will take reasonable steps to destroy it.

Making a privacy complaint

If you have any complaints about our privacy practices or wish to complain about any breach or potential breach of this privacy policy or the Australian Privacy Principles. You should contact us at the address below. We take complaints very seriously and will respond shortly after receiving notice of your complaint.

Gardiye Mandawala (Founding Partner) – Tel: 0430 442 708 | Email: gardiye@wekonnect.com.au

We may periodically amend our Privacy Policy in accordance with the Privacy Act 1988 and other relevant laws. Any changes we make to our privacy policy will be posted on this page and we will notify you if there are any changes to this policy that materially affect how we collect, store or process your personal data.