Let's Chat

Privacy Policy

Last Updated: March 11, 2025

1. Our Commitment to Your Privacy

2. What is Personal Information?

3. What Personal Information We Collect

4. How We Collect and Use Your Personal Information

5. Cookies

6. Direct Marketing

7. Cross-Border Disclosure

8. Accessing and Correcting Your Personal Information

9. Security

10. Changes to this Privacy Policy

11. Contact Us

1. Our Commitment to Your Privacy  

Wombat Wealth Group Pty Ltd (trading as wombatwealth.com.au), ABN 94 690 206 421, is committed to protecting your privacy and ensuring our compliance with the Privacy Act 1988 (Cth). This policy outlines how we collect, use, disclose, and manage your personal information. This policy applies to all websites owned or operated by Wombat Wealth Group Pty Ltd.

2. What is Personal Information?

"Personal information" is any information or opinion that can be used to identify you. This may include your name, address, contact number, and email address.

3. What Personal Information We Collect

The types of personal information we may collect include:

  • Your name, address, and contact details
  • Details of the services you have used or inquired about
  • Information you provide to us directly or indirectly through our website

We do not typically collect sensitive information without your consent. We may also collect non-personal financial information for statistical purposes; this information will never be reproduced in a way that can identify you.

4. How We Collect and Use Your Personal Information

We may collect personal information from you directly, through our website, or from third parties such as our customers or service providers. We use this information to:

  • Provide you with our services
  • Send you communications you have requested
  • Maintain and update our records
  • Comply with our legal and regulatory obligations

We will not disclose your personal information to third parties for marketing purposes without your consent, unless required by law.

5. Cookies

Our website may use "cookies" to enhance your experience and to help us track website usage. Cookies are small files that a website can transfer to a user's hard drive to keep records. You can choose to refuse cookies by turning them off in your browser, but this may affect your ability to use certain features of our website.

6. Direct Marketing

We may send you direct marketing communications and information about our products and services that we consider may be of interest to you. You may opt-out of receiving such communications at any time by contacting us.

7. Cross-Border Disclosure

We may disclose your personal information to third-party service providers located overseas for some of the purposes listed above. We take reasonable steps to ensure that the overseas recipients of your personal information do not breach the privacy obligations relating to your personal information.

8. Accessing and Correcting Your Personal Information

You have the right to access, update, and correct the personal information we hold about you. You can do this by contacting our Privacy Officer at the details below.

9. Security

We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access. However, we cannot guarantee the security of any information you transmit to us over the internet.

10. Changes to this Privacy Policy

We may update this privacy policy from time to time by posting a new version on our website.

11. Contact Us

If you have any questions about this privacy policy or our treatment of your personal information, please contact our Privacy Officer:​​

hello@wombatwealth.com.au

Let's Chat

I'm interested in...
Business Valuation
Exit Planning
Strategic Advisory
Turnaround
Transform
Succession
Sale
M&A
Press & Media
Partnerships
Something Else
Your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

In The Burrow

A monthly hit of Stories, Strategies, & Sharp Insights to help you turn hard work into high value.

Privacy Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.