WealtheQ Pty Ltd (“WealtheQ”, “we”, “us” or “our”) is committed to protecting your personal information. This Privacy Policy outlines the types of personal information we collect, how we collect and use it, how we share and protect it, and your rights regarding this information.

Personal Information We Collect

The types of personal information we may collect include:

• Identification and Contact Details: Your name, address, email address, phone number and other contact information.

• Financial Information: Details related to your finances and investment needs (for example, your income, budget, or loan details) relevant to providing our services.

• Property Preferences: Information about your property goals and preferences, such as preferred locations, property types, and investment objectives.

• Other Details: Any other personal information needed to provide our buyer’s agent services (for instance, information about your current property holdings or specific requirements you share with us).

How We Collect Information

We collect personal information in two main ways:

• Directly from You: We gather information that you provide to us directly. This may be through filling out forms, engaging our services, contacting us with inquiries, or during consultations where you share details about your needs and goals.

• From Third Parties (with Your Consent): With your permission, we may also obtain relevant personal information from third parties. For example, you might authorize us to liaise with your mortgage broker, financial adviser, or solicitor who can provide necessary details, or we may retrieve property reports from data providers with your consent. We will only collect information from others if you have agreed and it is necessary to assist with your property investment journey.

How We Use Your Information

We use the personal information we collect for the following purposes:

• Providing Our Services: To deliver and personalize our buyer’s agent services to you. This includes understanding your needs, searching for suitable properties, advising you on opportunities, and generally helping you achieve your property investment goals.

• Communication: To communicate with you about your account, our services, potential properties, and any updates or newsletters (if you have subscribed). We may contact you by email, phone, or other means to keep you informed or to respond to your inquiries.

• Coordination with Professionals: To coordinate on your behalf with other professionals involved in your property purchase or investment process. For example, we might use your information to work alongside mortgage brokers, solicitors, or inspectors as needed to facilitate transactions and ensure a smooth process for you.

• Compliance and Improvement: To comply with legal and regulatory obligations (such as record-keeping and verifying your identity if required by law) and to improve our services. We may use personal information for internal administration, training, and to enhance our offerings based on feedback and interactions with you.

Sharing of Personal Information

We value your privacy and handle your personal data with care. We do not sell or rent your personal information to any third party. We only share your information with trusted third parties when necessary to fulfill the purposes described above and only with your consent or as required by law. For example, we may share certain details with:

• Mortgage Brokers or Lenders: to assist in arranging finance or loan pre-approval as part of a property purchase (with your authorization).

• Solicitors, Conveyancers, or Other Advisors: to facilitate legal contracts, conduct due diligence, or arrange inspections and settlements on your behalf.

• Property Data Providers and Inspectors: to obtain property reports, valuations, or building and pest inspection results relevant to your potential investments.

In all cases, we only disclose the information that is necessary for these parties to perform their role, and we require them to keep your information confidential and use it solely for the purposes we’ve agreed upon. Aside from these situations, we will not share your personal details with other organizations for their own marketing purposes.

Data Storage and Security

We take the security of your personal information seriously. All personal data you provide is stored securely on systems located in Australia. We employ appropriate technical and organizational measures to protect your information from unauthorized access, disclosure, loss, or misuse. These security measures include access controls, encryption, and secure data storage practices. We do not transfer your personal information overseas; your data remains within Australia under our protection. We also retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Access and Correction of Information

You have the right to access the personal information we hold about you. Upon your request, we will provide you with details of the information we have, within a reasonable time frame, except in rare cases where we are permitted by law to refuse access. If any personal information we hold about you is inaccurate, out-of-date, or incomplete, you have the right to request a correction. We encourage you to keep your information up to date, and we will promptly update or rectify our records when you notify us of any changes or errors. This helps us ensure that we continue to provide you with the best possible service.

Privacy Complaints

WealtheQ is committed to addressing any concerns you may have about your privacy. If you have a complaint about how we have collected or handled your personal information, please let us know so we can assist. You can contact us using the details in the section below. We will acknowledge your complaint and investigate the issue, then respond to you as soon as possible. We aim to resolve all complaints fairly and efficiently. If you are not satisfied with our response or how we manage your complaint, you have the option to escalate the matter by contacting the Office of the Australian Information Commissioner (OAIC). The OAIC can provide further guidance and, if necessary, investigate our handling of your personal information.

Contact Us

If you have any questions, requests, or concerns regarding this Privacy Policy or your personal information, please do not hesitate to contact us. We are here to help and address any issues promptly. You can reach WealtheQ by:

• Email: info@wealtheq.com.au

• Phone: 0481 368 478

Our team will be happy to assist you with enquiries about your personal data, requests for access or correction, or any privacy-related questions or complaints.

Last Updated: 24/05/2025