At Wealthlinks Pty Ltd (“Wealthlinks”, “we”, “our”, or “us”), we respect your privacy and are committed to protecting your personal information in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).
Wealthlinks (E&W) Pty Ltd · ABN 73 122 887 245 · Australian Credit Licence 383691
1. What information we collect
We may collect personal information including:
- Full name
- Email address
- Phone number
- Residential or business address
- Financial and employment information
- Information relating to loan applications
- Information you provide through our website, phone calls, emails or meetings
2. How we collect your information
We collect information when you:
- Complete a contact form on our website
- Request a quote or consultation
- Apply for finance
- Contact us by phone or email
- Meet with one of our finance specialists
3. Why we collect your information
We collect personal information to:
- Assess your finance requirements
- Recommend suitable lending products
- Communicate with you
- Process loan applications
- Meet our legal and regulatory obligations
- Improve our services and website
4. Disclosure of information
We may disclose your personal information to:
- Banks and lenders
- Mortgage aggregators
- Credit reporting bodies where permitted by law
- Professional advisers
- IT service providers
- Government and regulatory authorities where required
We do not sell your personal information.
5. Website cookies
Our website may use cookies and analytics tools to understand website traffic and improve user experience. You can disable cookies through your browser settings.
6. Security
We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure.
7. Access and correction
You may request access to the personal information we hold about you or ask us to correct inaccurate information by contacting us.
8. Marketing
We may occasionally send you information about our services. You may opt out of marketing communications at any time by contacting us or using the unsubscribe option where available.
9. Complaints
If you believe we have breached your privacy, please contact us first so we can investigate your complaint. We will acknowledge receipt of the complaint as soon as possible.
We adopt the definition of ‘complaint’ as ‘an expression of dissatisfaction made to an organisation, related to its products or services, or the complaints handling process itself, where a response or resolution is explicitly or implicitly expected’. This means we will treat informal complaints seriously and refer them to our Internal Dispute Resolution (IDR) scheme.
Our Internal Dispute Resolution (IDR) scheme
We are committed to providing you with the highest possible standard of service. If at any time we have not met our obligations, or you have a complaint about the service that we provide, please inform us so we can work towards a resolution. We will endeavour to deal with your complaint promptly, thoroughly and fairly. If you have a complaint, the following steps are available to you.
In the first instance, please contact Susan Xiang. We will acknowledge receipt of your complaint within 1 business day. If we are unable to resolve the complaint to your satisfaction within 5 business days, we will escalate the complaint to the Complaints Officer.
You can also contact the Complaints Officer directly as detailed below:
Complaints Officer
Name: Sue Xiang
Address: 97–99 Bathurst Street, Sydney NSW 2000
Phone: (02) 9627 3582
Email: info@wealthlinks.com.au
There will be situations where the Complaints Officer is also your Broker. This will not have any impact on the capacity to deal with your complaint effectively or appropriately. We may ask for additional information to ensure your complaint is properly investigated.
Within 30 calendar days from the date you lodged the complaint with us, we will write to you advising you of the outcome of the investigation and the reason(s) for our decision, or, if required, we will inform you if more time is needed to complete the investigation.
Our External Dispute Resolution (EDR) scheme
If you do not think we have resolved your complaint to your satisfaction, or you have not heard from us within 30 calendar days, you may refer the matter to the EDR scheme, the Australian Financial Complaints Authority (AFCA). You may also refer the matter to an EDR scheme at any time, but if our IDR process is still in progress, they may request that our IDR process be completed before considering the matter further.
The AFCA EDR process is available to you at no cost at the contact details below:
Australian Financial Complaints Authority (AFCA)
Email: info@afca.org.au
Phone: 1800 931 678
Address: GPO Box 3, Melbourne VIC 3001, Australia
Our Licensee AFCA details: Wealthlinks (E&W) Pty Ltd — AFCA Member Number 42055
10. Contact us
Wealthlinks Pty Ltd
97–99 Bathurst Street
Sydney NSW 2000
Phone: (02) 9627 3582
Email: info@wealthlinks.com.au
This Privacy Policy may be updated from time to time. The latest version will always be available on our website. Last updated: 18 September 2026.
