How we handle personal information
Enrichment Success Pty Ltd (ABN pending) is committed to handling personal information in line with the Australian Privacy Principles under the Privacy Act 1988 (Cth). This policy describes what we collect, how we use it, and the choices you have.
1. Who we are
Enrichment Success Pty Ltd operates from Level 9, 50 Carrington Street, Sydney NSW 2000. We provide cross-border asset planning, SME finance advisory, market research and wealth succession consulting. We are not a financial services licence holder and do not manage client funds.
2. What we collect
We collect only what is needed to respond to an enquiry or deliver an engagement. This typically includes your name, organisation, email address, phone number, and the information you choose to share about your situation — for example, asset types held, jurisdictions involved, or the question you want answered.
We do not collect sensitive health information, government identifiers such as tax file numbers, or financial account details. We do not build advertising profiles or track you across the web.
3. How we collect it
Information is collected when you submit the contact form, email us directly, call the office, or attend a meeting. We do not purchase or rent marketing lists. The contact form on this site sends your message directly to our inbox; we do not use a third-party marketing automation platform.
4. How we use it
Your information is used to respond to your enquiry, provide the advisory services you have engaged us for, and maintain records of the engagement for compliance and reference. We do not sell, rent or trade personal information to third parties for marketing purposes.
5. Disclosure
We may share limited information with your accountant, lawyer or other professional adviser where you have explicitly asked us to make an introduction. We will tell you before doing so and only share what is necessary for that introduction.
We may also disclose information where required by law, court order, or a regulatory request. In such cases we will notify you unless we are legally prevented from doing so.
6. Data security
Client information is stored on Australian-based systems with reasonable access controls. Email communications are retained in our inbox. We do not hold client funds, credit card details, trading passwords or superannuation login credentials.
If we become aware of a data breach involving your personal information, we will assess the risk and notify affected individuals and the Office of the Australian Information Commissioner where required under the Notifiable Data Breaches scheme.
7. Data retention
Engagement records are retained for the period required under applicable Australian tax and commercial record-keeping rules, typically five to seven years after the engagement concludes. Enquiry correspondence that does not convert to an engagement is deleted within 24 months.
8. Access and correction
You can ask to see the personal information we hold about you, or ask us to correct it. Contact us at the email below and we will respond within 14 days. There is no charge for a routine access request. If we refuse a request, we will explain why.
9. Complaints
If you have a complaint about how we handle your personal information, email us at the address below. We aim to respond within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner.
10. Contact
Privacy questions: contact@enrichmentsuccess.com.au. Postal: Level 9, 50 Carrington Street, Sydney NSW 2000. Phone: 02 8103 2210.