Perth wealth - privacy policy

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We always strive to provide quality advice and service and welcome any feedback that allows us to continue to improve our services.

How we handle your personal information

Count Financial and we are committed to ensuring the privacy and security of your personal information. As part of our continuing commitment to client service and maintenance of client confidentiality, Count Financial has adopted the principles set out in the Privacy Act 1988. For further details you can refer to our Privacy Policy, available at (external link):

If you wish to review your personal information held by Count Financial, please contact your Adviser directly, or Count Financial by emailing [email protected]

As a financial service provider, we have an obligation under the Anti‑Money Laundering and Counter Terrorism Finance Act to verify your identity and the source of any funds. This means that we will ask you to present identification documents such as your passport or driver licence. We will also retain copies of this information. We assure you that this information will be held securely. We cannot provide you with services if you are unwilling to provide this information.

For any further information, please contact us on +61 2 8218 8778

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