Momentum Wealth Privacy Policy

Last Modified: May 21, 2018

At Momentum Wealth, we recognise and respect the importance of privacy and are committed to protecting your privacy. This Privacy Policy applies to all pages on our website including all landing pages (with external domains) with our branding. This Privacy Policy governs our data collection, processing and usage practices. It also details the ability to apply your preferences and your rights regarding use, access and correction of your personal information. If you do not agree with the data practices described in this Privacy Policy, you should not use the website.

We may occasionally make updates to this Privacy Policy, and therefore encourage you to review this Privacy Policy periodically.

If you have any questions about this Privacy Policy or our treatment of the information you provide us, please write to us by email at or by mail to Momentum Wealth, Level 2, 1 Havelock St, West Perth, 6005

Information We Collect

Momentum Wealth collects and holds personal information from clients, customers, employees, contractors and other individuals. We collect and hold this information when it is necessary for business purposes, predominantly to facilitate the services we provide to our clients.

Initially, the most common types of personal information we collect and hold relate to the contact details and organisational roles of our clients, suppliers and other business contacts. Typically, this information includes names, addresses, telephone numbers, e-mail addresses and job titles. In the course of providing professional services to our clients, we may collect and hold more detailed personal information relating to our business proceedings (eg. financial details when we are engaged to perform financial services)

We collect most information directly from individuals when we deal with them and store them in our CRM database. The personal information we collect may be provided in forms filled out by individuals, face to face meetings, email messages, telephone conversations, when you use our websites or social media pages. or by third parties. If you contact us, we may keep a record of that contact in our CRM system.

When You Visit our Websites

You are free to explore the Websites without providing any Personal Information about yourself. When you visit the Websites we may request that you provide Personal Information about yourself to enable you to access or receive some of our content. We also collect Navigational Information which allows us to better customise our website to provide a better experience for our visitors.

Cookies and Web Beacons

Cookies are small text files that are placed on your computer by the websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site. If you are uncomfortable with the use of cookies, you can manage and control them through your browser, including removing cookies by deleting them from your ‘browser history’ (cache) when you leave the site. We use cookies to track a user’s experience through our website so we can analyse trends and patterns to provide better and more relevant user experiences.

A web beacon is a clear picture file used to keep track of your navigation through a website. Along with cookies, web beacons help us gain an understanding of how users navigate through and process the content contained in those websites. On occasion we will advertise on third party websites, including through the use of Google Adwords or display advertising. As part of the tracking process for advertising campaigns we may at times use web beacons to count visitors who have come to the website after being exposed to advertising on a third party site.

“Personal Information”

This refers to any information that you voluntarily submit to us and that identifies you personally. This includes contact information, such as your name, e-mail address, company name, address, phone number, and other information about yourself or your business. Personal Information can also include information about any transactions, both free and paid, that you enter into on the Websites, and information about you that is available on the Internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that we acquire from service providers.

Personal information also includes navigational information where such information can directly or indirectly identify an individual. Navigational information refers to information about your computer and your visits to our website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed.

Log Files

When you use our website we automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, Internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses. This information is used by Momentum Wealth to provide statistics regarding use of the Momentum Wealth Website to determine how engaging our content is. The systems we use may link this data automatically to Personal Information collected such as name, email address, address, and phone number. However, you can choose to also browse our website anonymously via browser settings.

Information we collect from third parties

If and when we partner with external parties for marketing campaigns, we may receive Personal Information about you from third party sources including partners which work with publicly available sources such as social media websites.

Information About Children

The Websites are not intended for or targeted at children under , and we do not knowingly or intentionally collect information about children under 16. If you believe that we have collected information about a child under 16, please contact us at so that we may delete the information.

We Never Sell Personal Information

We do not sell your Personal Information to any third party. You will be notified of, and consent will be requested in any joint partnerships where we may share your information. Our partner may request the information from you separately. In all cases, you will be notified and consent will be requested.

Use of Personal Information

In addition to the uses identified elsewhere in this Privacy Policy, we may use your Personal Information to:

  • improve your browsing experience by personalizing the websites or landing pages or emails you receive and to improve our marketing campaigns
  • send information or Momentum Wealth content to you which we think may be of interest to you by post, email, or other means and send you marketing communications relating to our business
  • contact you if you have requested information or a consultation – we will use your personal information to understand your situation and contact you
  • contact you as part of a survey, or for feedback on content, or to enquire about your interest in other similar content or our services
  • promote use of our services to you and share promotional and informational content with you in accordance with your communication preferences;
  • provide other companies with statistical information about our users – but this information will not be used to identify any individual user
  • meet legal requirements.

We may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, we do not transfer your Personal Information to the third party.

Use of Navigational Information

We use Navigational Information to operate and improve the website. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about Momentum Wealth.

Customer Testimonials and Comments

We post customer testimonials and comments on our websites, which may contain Personal Information. We obtain each customer’s consent prior to posting the customer’s name and testimonial and will remove any comment should the customer request so.

Use of Credit Card Information

We use a third-party service provider to manage credit card processing mostly for our event ticketing. We do not manage this service nor do we have access to the credit card information provided to this service.

Security of your Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. All Personal Information is protected using appropriate physical, technical and organizational measures.

Social Media Features

Our websites include Social Media Features, such as the Facebook Like button and Widgets, the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features.  Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

External Websites

Our websites provide links to other websites. We do not control, and are not responsible for, the content or practices of these other websites. Our provision of such links does not constitute our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to any privacy and/or other policies they may have.

Compelled Disclosure

We reserve the right to use or disclose your Personal Information if required by law or if we reasonably believe that use or disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or comply with a law, court order, or legal process.

How to Access & Control Your Personal Data

Reviewing, Correcting and Removing Your Personal Information

You have the following data protection rights:

  • You can request access, correction, updates or deletion of your Personal Information.
  • You can object to processing of your personal information, ask us to restrict processing of your personal information or request portability of your personal information.
  • If we have collected and process your personal information with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent.
  • You have the right to complain to a data protection authority about our collection and use of your personal information.

To exercise any of these rights, please contact us at or by mail a Momentum Wealth, Level 2, 1 Havelock St, West Perth 6005. Attention: Privacy. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

To Unsubscribe From Our Communications

You may unsubscribe from our marketing communications by clicking on the “change your preferences” link located on the bottom of our e-mails to update your communication preferences, or by sending us an email us at Customers may not opt out of receiving transactional emails related to their account with us.


Momentum Wealth

Level 2, 1 Havelock St, West Perth, 6005


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