Athena Wealth Privacy Statement

At Athena Wealth, we are committed to protecting your privacy and complying with our obligations under the Privacy Act 2020. This statement outlines how we collect, use, store, and share your personal information.

1. Personal Information We Collect

We collect personal information directly from you when you:

Engage our financial advisory services
Complete onboarding forms or surveys
Communicate with us via email, phone, or meetings
Use our digital platforms or participate in webinars

This may include your name, contact details, financial information, investment goals, and other data relevant to providing financial advice.

2. How We Use Your Information

We use your personal information to:

Deliver tailored financial advice
Facilitate investment transactions
Comply with regulatory obligations (e.g. FMA, AML/CFT)
Communicate updates and reports
Improve our services and client experience

3. Disclosure and Sharing

We may share your information with:

Investment platforms and custodians
Regulatory bodies (e.g. FMA, MBIE)
Accredited requestors under the Consumer Data Right (CDR) framework, with your explicit consent
Service providers (e.g. IT, compliance, accounting)
Other professionals (e.g. solicitors, accountants) when required to complement our advice and as requested by you

We do not sell or rent your personal information.

4. Security Measures

We implement robust cybersecurity protocols including:

Encryption and secure storage
Access controls and authentication
Regular audits and breach response plans

5. Your Rights

You have the right to:

Access your personal information
Request corrections
Withdraw consent for data sharing
Lodge complaints (see our Complaints Handling Policy)

6. Accredited Requestors

Under the CDR framework, Athena Wealth may act as an accredited requestor. We will only collect data from designated banks with your explicit consent and in accordance with applicable regulations [2] [4].