Privacy Policy

We value your privacy

Your privacy is very important to us and we are committed to ensuring the confidentiality and security of your personal information.  This Privacy Policy (“Policy”) details how Ascendancy Planning (and its related bodies corporate) comply with the requirements of the Privacy Act 1988 (Cth) in relation to the management of your personal information.

By using our services you agree to the terms of this Policy and give us your consent to collect, hold, use and disclose your personal information as provided below.  Please read the information below in its entirety.  If you have any queries or require any further information on our privacy practices, please do not hesitate to contact us at

Security of Personal Information - Including when you use our online services

Ascendancy Planning takes every precaution to protect our customers’ personal information.  When your personal information is collected by us, your information is protected both online and off-line. 

Any personal information provided to us via our website, is encrypted and protected with reputable encryption software. While on a secure page, such as our order forms, the lock icon on web browsers such as Microsoft Internet Explorer becomes locked, as opposed to unlocked, or open, when you are just ‘surfing’.

Once the information is in our system, it is accessible to authorised Ascendancy Planning  personnel only. We strictly enforce our privacy policies with our employees and only employees who require the information to perform a specific job are granted access to personal information.

Further, we periodically educate our personnel as to their obligations with regard to customers’ personal information and require our personnel to use passwords and two factor authentication (when available), when accessing our systems.


A cookie is a packet of data stored on a user’s hard drive to allow the server (the computer that houses the website) to identify and interact more efficiently with the user’s computer.

When you use our Website, we send you a cookie to ensure that browsing our Website is both enjoyable and efficient.  Usage of a cookie is in no way linked to any personally identifiable information while on our site.  If you prefer not to receive cookies, you may be able to change the settings of your internet browser to reject cookies; however, doing so may restrict you from using some of our services.

Links to other websites

Our Website may contain links to other third party websites. Please be aware that Ascendancy Planning has no control over such websites and is not responsible for their privacy practices. We encourage our users to be aware when they leave our Website and to read the privacy policies of each and every such website prior to using them.  This Policy applies solely to information collected by Ascendancy Planning.

Use of your Personal Information

Your personal information is used by us to complete and process your financial advice, communicate with you regarding your financial advice, and for internal record keeping purposes.  We communicate with our customers via email, post or telephone to provide requested services and in relation to any issues relating to their financial advice or other services requested.

Newsletter and Special Deals

We may also use your personal information to send you our newsletter and information on products, services and special deals.  Out of respect for the privacy of our users we present the option to opt out of these types of communications.

Site and Service Updates

We also send our customers our Website and service announcement updates.

Other Disclosures

Personal information collected by us may be disclosed by us to third parties such as: regulated bodies and government bodies to complete a transaction on your behalf or to provide you with a service that you requested;

Disclosure to Overseas Recipients

As part of our information and communication technology arrangements, we send and store our data, which may contain your personal information, to third party service providers located outside Australia to store and process such information on servers located outside Australia. This currently includes third party service providers, Class Super, BGL 360, Google, Dropbox, Box and Docusign. By using our service and providing your personal information to us, you consent to the transfer of that information to any such third party service providers (whether located within or outside Australia) for that purpose.

Disclosure required or authorised by or under Law

We may be required or authorised by or under law (for example, a court/tribunal order) to disclose customer information. If such a request is received, Ascendancy Planning will provide the relevant customer information to the appropriate governmental and regulatory authorities and other organisations.

Access to and Correction of Personal Information

You can review, change, update or remove your personal information from our active database at any time.  This can be done at the user information page or by emailing our Customer Support at  We will respond to any such request within a reasonable time. If you change your user ID, we will keep a record of your old user ID/s.

Changes to our Privacy Policy

We may make changes to this Policy from time to time as determined by us.  In the event that we make any changes to this Policy, we will publish the updated version of this Policy on our Website forthwith.

Making a Complaint

Should you have any concerns or issues regarding the handling of your personal information by us, please contact us at We will work with you to address your concerns and fix any problems.