Privacy Policy

Financial Simplicity Pty Ltd and its affiliates (“Financial Simplicity”) are strongly committed to protecting your privacy and respect the privacy rights of visitors to our web site. This Privacy and Cookie Policy applies to your use of this web site and to any newsletters subscribed to via this web site.

Updated 26 August 2022

Collection and use of personal information
Financial Simplicity collects personal information that you may voluntarily provide on this web site via the “Contact us” page, when you download Financial Simplicity marketing literature or subscribe to any of our newsletters. If you download marketing literature (including, without limitation, brochures or whitepapers) or subscribe to a Financial Simplicity newsletter, Financial Simplicity may use your personal information for sales and marketing purposes. Any personal information you provide to Financial Simplicity is kept on secure servers that may be located outside of Australia. Financial Simplicity uses reasonable technical and organisational measures to safeguard personal information against loss, theft, unauthorised use, disclosure or modification and to ensure the integrity of the personal information. By providing your information to Financial Simplicity, you consent to Financial Simplicity using your information as described in this Policy from any of Financial Simplicity’s offices worldwide. If you do not wish information which you have shared with us to be used in this manner, please contact us by sending an email to

Use of cookies
Financial Simplicity may use cookies to collect statistical and other information about your use of this web site. This information may include information about the IP address of your computer, browser type, language, operating system, your mobile device, your geographical region, the web pages visited, the date and the time of a visit, and the websites you visited immediately before and after visiting this web site.

If you do not wish to permit Financial Simplicity to use cookies as described above during your use of Financial Simplicity’s website, please disable cookies on your browser before proceeding. By continuing to use this website you are consenting to Financial Simplicity’s use of these cookies.

Disclosure of personal information
Financial Simplicity will not disclose your information to any unaffiliated third party unless Financial Simplicity considers such disclosure to be necessary to comply with the law or other legal or regulatory process including litigation or similar proceedings, or to protect the interests, rights, safety, or property of Financial Simplicity or others.

Queries and access to data
If you have questions regarding this Privacy and Cookie Policy, please contact us by sending an email to To access, review, rectify, or delete your personal information, please contact us by sending an email to Financial Simplicity will make reasonable efforts to accommodate your request, however we also reserve the right to impose certain restrictions and requirements on your request, as permitted or required by applicable laws.

Third-party websites
Financial Simplicity may provide links on this web site to third-party web sites. We do not control third-party sites and are not responsible for any information you may provide while on such sites. Please therefore read the privacy policies on those web sites before providing any of your information on them.

Modifications to this policy
Financial Simplicity reserves the right to change this Privacy & Cookie Policy at any time by posting revisions on this web page. Such changes will be effective upon posting.

Data Subject Access Request
Financial Simplicity is committed to complying with laws and regulations in the jurisdictions it operates in, and is committed to responding to all data subject access requests (“DSAR”) in an open and honest way, and in ensuring all personal data is processed fairly and lawfully in accordance with data subjects’ rights.

The General Data Protection Regulation (“GDPR”), came into force in May 2018, and gives individuals (“Data Subject”) who are residents of the EU (European Union), the right of access, commonly referred to as subject access, to their personal data. This policy explains the rights of the data subject in relation to a DSAR and Financial Simplicity’s responsibilities when dealing with that request.