Privacy Policy

How Tonkel Investments Pty Ltd collects, uses, and protects your personal information.

1. Overview

Tonkel Investments Pty Ltd (ABN 88 697 541 571) is committed to protecting the privacy of your personal information. This Privacy Policy explains how we collect, hold, use, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). By using our website at tonkelinvestmentspty.site, you consent to the practices described in this policy.

2. Information We Collect

We may collect the following kinds of personal information:

  • Full name, date of birth, and contact details (including email address, phone number, and postal address);
  • Financial information relevant to the provision of our services, including income, assets, liabilities, investment objectives, and risk tolerance;
  • Employment details and superannuation information;
  • Tax File Number (TFN) and other government-issued identifiers where authorised by law;
  • Correspondence and records of communications with us;
  • Technical data collected automatically when you visit this website, including IP address, browser type, device information, and usage patterns via cookies and similar technologies.

3. How We Collect Information

We collect personal information directly from you through our website contact forms, email correspondence, telephone calls, in-person meetings, and client onboarding documentation. We may also collect information from third parties such as credit reporting bodies, referrers, and publicly available sources, where permitted by law.

4. Purpose of Collection

We collect, hold, and use your personal information for the following purposes:

  • Providing investment management, wealth advisory, financial planning, and related services;
  • Assessing your financial situation and investment objectives to offer suitable advice;
  • Complying with our legal and regulatory obligations under Australian law;
  • Administering and managing client accounts and relationships;
  • Responding to your enquiries, requests, and complaints;
  • Improving our website, services, and client experience;
  • Sending important updates, legal notices, and service-related communications.

5. Cookies and Website Tracking

This website uses cookies and similar tracking technologies to enhance functionality, analyse website traffic, and improve your browsing experience. Cookies are small text files stored on your device by your web browser. We use both session cookies (which expire when you close your browser) and persistent cookies (which remain until deleted). You may configure your browser settings to reject cookies, but this may affect certain features of the website. By continuing to use this website, you consent to our use of cookies in accordance with this policy.

6. Disclosure of Information

We will not sell, trade, or rent your personal information to third parties. We may disclose your information to third-party service providers who assist us in operating our business (including IT hosting, legal, accounting, and compliance services), provided they agree to maintain the confidentiality and security of your information. We may also disclose information where required or authorised by law, including to regulatory bodies such as the Australian Taxation Office and the Australian Securities and Investments Commission.

7. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. These measures include secure servers, encrypted data transmission, access controls, and staff training on privacy obligations. However, no data transmission over the internet can be guaranteed as completely secure.

8. Access and Correction

You have the right to request access to the personal information we hold about you and to request correction of any inaccurate, out-of-date, or incomplete information. Requests should be made in writing to the contact details below. We will respond to your request within a reasonable period and may require verification of your identity before processing your request.

9. Complaints

If you believe we have breached the Australian Privacy Principles or this Privacy Policy, please contact us using the details below. We will acknowledge your complaint within 5 business days and investigate and respond within 30 days. If you are dissatisfied with our response, you may refer your complaint to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page with an updated effective date. We encourage you to review this policy periodically.

11. Contact Us

For any questions, requests, or complaints regarding this Privacy Policy or our handling of your personal information, please contact us:

Tonkel Investments Pty Ltd
Email: ceo@tonkelinvestmentspty.site
Perth WA 6000, Australia
ABN 88 697 541 571