Privacy Policy

Who we are

Wealth District ("Wealth District", "we", "us" or "our") is the money management practice of Marc Ventura, based at Suite 2, Level 1, 330 Keilor Road, Niddrie VIC 3042. Marc provides financial advice as an authorised representative of Axies Pty Ltd (AFSL 339384), and credit services through Creative Financial Solutions Pty Ltd (ABN 47 605 567 397), authorised under Mortgage Specialists Pty Ltd (ACN 612 422 178, Australian Credit Licence 387025).

We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles, and we only collect personal information that is reasonably necessary to provide our services to you.

The information we collect

Information you give us

When you download a guide, complete the Money Clarity Diagnostic, book a session or join a program, we may collect:

• your name, email address, phone number and suburb or state
• your answers to our diagnostic and enquiry forms
• household details such as income, pay frequency, usual payday, expenses, debts and financial goals
• payslips and bank statements you choose to provide, including through BankStatements.com.au or Frollo
• notes from calls, sessions and emails with our team.

You can browse our website without telling us who you are. If you prefer not to give us certain information, we may not be able to deliver a personalised program.

Information collected automatically

When you visit our website, cookies and similar tools record details such as your device, browser, pages viewed and how you arrived. We use analytics and advertising tools, including the Meta Pixel, to understand how our website is used and to show relevant ads to people who have visited it. You can disable cookies in your browser, although some features may not work as intended.

How we use your information

To deliver our programs

We use your information to send the resources you request, analyse your household spending, design your Money Buckets and five-year Income Horizon, prepare your automation instructions, schedule your implementation session and provide follow-up support.

To communicate with you and improve our services

With your consent, we send you emails and SMS messages with education, updates and offers. Every marketing message includes a simple way to unsubscribe, in line with the Spam Act 2003 (Cth). We also use combined, non-identifying data to improve our website, content and programs.

How we share and protect your information

Trusted service providers

We do not sell your personal information. We share it only with providers who help us run our business, such as our CRM and email platform (GoHighLevel), booking system (Acuity Scheduling), bank statement providers, analytics and advertising platforms (including Meta), and professional advisers. Some of these providers store data overseas, including in the United States. We take reasonable steps to ensure they handle your information in line with the Australian Privacy Principles. We may also disclose information where the law requires it.

Your internet banking login details

We never ask for, receive or store your internet banking username, password or security codes. During your implementation session, you sign in to your own internet banking and stay in control at all times. Please never send your login details to us by email, SMS or any other channel.

Security and retention

We store information on secure, access-controlled systems and limit access to the people who need it to deliver your program. We keep personal information only for as long as we need it for our services or to meet legal and record-keeping obligations. After that, we securely delete or de-identify it. If a data breach is likely to cause you serious harm, we will notify you and the Office of the Australian Information Commissioner (OAIC) as required by law.

Your choices and rights

Access and correction

You can ask to see the personal information we hold about you, or ask us to correct it, at any time. We will respond within a reasonable time, usually within 30 days. Access is generally free, and if we cannot meet a request we will explain why in writing.

Complaints

If you are concerned about how we have handled your information, please contact us first so we can put it right. We aim to resolve complaints within 30 days. If you are not satisfied with our response, you can contact the Australian Financial Complaints Authority (AFCA) on 1800 931 678 or at afca.org.au, or the OAIC on 1300 363 992 or at oaic.gov.au.

Contact us