Privacy Policy

Privacy Commitment

Fortunity respects the privacy rights of our clients and other organisations with whom we deal (“you”). Fortunity is committed to complying with all applicable privacy laws including the Privacy Act 1988 (Cth) and Australian Privacy Principles. References to ‘we’, ‘our’, ‘us’ and ‘Fortunity within this policy refers to all entities in the Fortunity Group including Fortunity Advice Pty Ltd, Fortunity Wealth Management Pty Ltd,Fortunity Business Services, Fortunity Assurance, Fortunity SMSF Audits Pty Ltd, Fortunity Training Pty Ltd and Fortunity Group Pty Ltd.

What personal information do we collect?

We only collect personal information (including health information if you are a financial planning client) necessary to manage our relationship with you, administer the products and/or services you request, notify you about our products and services and to comply with applicable Laws. Information collected is only used and disclosed in a manner consistent with applicable Laws and this privacy policy. Some of the information we collect about you is required or permitted by the Corporations Act and superannuation and taxation legislation.

The personal information we may collect, hold and/or use about you will depend on the type of product/service you request. Examples of personal information we may collect include, but are not limited to:

  • Personal identification and contact details;
  • Banking, payment and contribution details;
  • Tax file & Medicare numbers;
  • Records of service contacts, inclusive of voice recorded telephone conversations;
  • Financial situation, needs and objectives;
  • Employment details and history; and
  • any other personal information which is either required to acquire a product or service or needed during the lifecycle of that product or service.

We will only collect, maintain and use personal information about you if it is necessary for us to adequately provide you the products and services you have requested, provide you with information about other products and services offered by Fortunity Group, or to meet our obligations under applicable Laws (e.g. the Anti-Money Laundering and Counter Terrorist Financing Act (2006) (AML Act).

We will at all times seek to ensure that the personal information collected and held by us is protected from misuse, loss, unauthorised access and disclosure. Additional privacy measures are employed to protect sensitive information.

You have the right not to disclose your personal information to us. However, this may limit our ability to provide you with the products and services you have requested.

Where you provide us with unsolicited personal or sensitive information which we do not require to deliver products and services to you (for example on a phone call that is recorded), such information will be subject to our normal security arrangements for client information. Where reasonable to do so, we will not hold unsolicited personal or sensitive information we do not require, however often we are unable to delete such information, particularly where it forms part of correspondence, phone records or other interactions that we do need to retain. Deletion in such circumstances is generally not reasonable or practicable.

Personal information records are held for a period considered appropriate to provide you with the product/service you require and consistent with applicable Laws and the Privacy Act. Should you cease to be a client of Fortunity, any personal information which we hold about you will be maintained for the relevant periods required by Law.

How do we collect your personal information?

We collect personal information from:

  • face to face interactions;
  • written forms;
  • correspondence (written and verbal);
  • contact over the telephone, your mobile or other messaging technology; and
  • via the internet, including websites and social media.
  • In most cases, we collect your personal information directly from you. However, if this is not practical, we may collect information about you from another person or entity.

Some examples of where this may occur include:

  • Receiving information from a person to whom you have granted a delegated authority.
  • Spouse and dependant information in the provision of financial planning services may in some circumstances be collected from one member of a couple.
  • Receiving information about a person who is to be nominated as a beneficiary or the life insured.

How do we use your information?

We use your information to primarily manage, deliver and administer the products and services you request. Personal information may also be used so that we can offer products and services to you (including special offers and discounts), to extend our relationship with you and to develop products and services better suited to our customers needs. We also use your personal information to identify you and conduct appropriate checks and to manage, train and develop our employees and representatives.

Your personal information may be used and analysed to meet our obligations under applicable Laws, for example the Know Your Customer requirements of the AML/CTF Act.

We respect the rights of our customers to choose the material they want to receive and how they wish to receive it, including by electronic means. You can therefore choose to receive only the materials you want by calling 02 4304 8888.

Who do we disclose information to?

Your personal information may, on a confidential basis, be shared between entities within Fortunity, and disclosed as necessary to contractors or third party service providers that provide services to us, such as credit reference organisations, our outsource service providers, regulatory authorities such as the Australian Taxation Office and the Australian Securities and Investments Commission, financial advisers, trustees, Powers of Attorney, superannuation funds, bankers, investment bodies and External Dispute Resolution bodies). For legal reasons, disclosure may need to be made to law enforcement agencies, regulators, government agencies, courts or external advisors (e.g. to meet our obligations under the AML/CTF Act).

We will continue to use and disclose your personal information in this way whilst you remain our client, and you agree to us doing so, unless you tell us otherwise.

Fortunity will only disclose personal information to third parties for the purposes of managing, delivering and administering the product and/or service you require and in accordance with this policy and applicable Laws or with your express consent. We never sell your personal information.

Outsourced Services

Fortunity have entered into service agreements with an accounting service provider in India and a paraplanning services in the Philippines to attend to the preparation of income tax returns, financial statements and other associated services. Our service provider accesses data on our servers located in Australia and no data is transferred, copied or transmitted overseas. We conduct regular audits of the service provider to ensure that all privacy and other legislative requirements are adhered to.

Information Storage & Security

Your personal information may be stored outside our offices within Australia. We will take all reasonable steps to protect your personal information from misuse, interference and loss, as well as unauthorised access, modification or disclosure. We have systems and processes in place for this purpose. Only authorised personnel are granted access your information. We also have in place processes designed to identify you when you deal with us by phone, online or face to face. These processes are designed to ensure we only disclose your information to you, or someone properly authorised by you. You should keep access details like user names, passwords and PINs confidential and not share them or leave them somewhere that’s easy for others to access or find.


Fortunity believes that the responsible use of personal information collected on its Web site is valuable to its business objectives and reputation being maintained. As part of our commitment to your privacy, we have adopted this Online Privacy Statement.

The type and extent of information we receive from you on our external Web sites depends on the information you provide to us through our contact mailboxes and/or through the registration processes on our sites. We only use your personal information to respond to your requests and to provide you with information about Fortunity products. For example, if you send us an e-mail message requesting information about Fortunity and our integrated products, we will use your e-mail address and other information that you supply to respond to your request. If we intend to use your personal information to inform you about other Fortunity services, we will give you an opportunity to decline to receive such communications each time. If you send us a resume or curriculum vitae (CV) to apply online for a position with Fortunity, we will use the information provided to match you with available opportunities, this will mean that various people will see and read your (CV).

Our Web site may invite you to register and provide information about yourself. We use the information you provide to personalise your online experience and to deliver the content most suited to your particular needs.

In addition, “cookies” (i.e. small text files placed on your computer when you first visit the site) may be used from time to time on our Web site. Most browsers now recognise when a cookie is offered and permit you to refuse or accept it. If you are not sure whether your browser has this capability, you should check with the software manufacturer, your company’s technology help desk or your Internet service provider.

Cookies are primarily used to enhance your online experience and are not used to track the navigational habits of identified visitors, unless we obtain your permission to do so. If you visit our site to read or download information, such as news stories or articles, much of the information we do collect is statistical only (e.g., the domain from which you access the Internet, the date and time you access our site, and the Internet address of the Web site from which you linked directly to our site) and not personally identifiable. We use this information about the number of visitors and their use of the sites in aggregate form to make our sites more useful and attractive to you.

In addition, Fortunity has security policies and procedures in place to protect your personal information from loss, misuse, alteration or unintentional destruction. Our personnel who have access to the data have been trained to maintain the confidentiality of such information. Fortunity understands the importance of protecting children’s privacy, especially in an online environment. Our sites are not intentionally designed for children. It is our policy never to knowingly collect or maintain information about children.

Fortunity recognises its responsibility for protecting the online privacy of your personal information. If you have questions or comments about our administration of your personal information, please contact us at You should also use this address to communicate any concerns you may have regarding compliance with our Online Privacy Policy.

Any credit card processing facility/company we contract with may also use cookies for identification and anti-fraud purposes.

Our websites contain links to other sites, which are not subject to our privacy standards policies and procedures. You will need to review those websites directly to ascertain their particular privacy policies and practices.

The contents of this statement are subject to change and are not intended to create a contract between Fortunity and any individual visiting the site or who provides us with their personal information

Access and Correction

You have the right to access and correct your personal information held by us. If you believe it to be inaccurate or out of date we will then amend your records accordingly. If we disagree with the correction, we will advise you of the reasons for doing so and will make a note on your record of this.

If we are unable to provide you with access to your information, we will inform you of the reasons why.

Privacy Enquiries & Complaints

If you have an enquiry or complaint about our information handling practices, please contact us by calling 02 4304 8888, email us at or alternatively write to us at:


PO Box 3622


It is our intention to resolve any complaint as quickly as possible and to your satisfaction. If you are unhappy with the response provided by us, you may refer your complaint to the Office of the Australian Information Commissioner for further consideration.

Office of the Australian Information Commissioner. Phone:   1300 363 992 Email:

Changes and getting a copy of the Policy

We encourage you to review and check our websites regularly for any updates to this Privacy Policy. We will publish the updated version on this website and by continuing to deal with us, you accept this Privacy Policy as it applies from time to time. If you would like a copy of this Privacy Policy, please contact us.

This privacy policy is made on behalf of the Fortunity Group of companies.

Dated: December 2017