Privacy Policy

The privacy of your personal information is important to us. In addition to complying with existing laws that govern confidential information that you provide to us, we are also required to comply with the Australian Privacy Principles.


This privacy statement sets out how Evolution Financial Pty Ltd ("we", "us", "our") collects, holds, uses and discloses your personal information. It also sets out how you can access the information we hold about you.

Collecting Your Personal Information

Your personal information will be collected and held by us for the purposes of:

  • providing you with the advisory services that you have requested;
  • managing our relationship with you;

We will need to find out your individual objectives, financial situation and needs before we recommend any financial product to you. You have the right not to divulge this information to us, if you chose to do so. In that case, we are required to warn you about the possible consequences of us not having your full personal information and our advice will be limited to this. You should read the warnings carefully.

This information includes:

  • your name, contact details and date of birth;
  • employment details and history;
  • financial details including information about your financial needs and objectives, your current financial circumstances including your assets and liabilities, income, expenditure, insurance cover and superannuation;
  • details of your investment preferences and risk tolerance/profiling;
  • family circumstances, health information and other sensitive data; and
  • any other information that we deem necessary.

How Your Personal Information is Held

We keep a record of your personal information on our computer database, which along with your personal information may include details of your investment objectives, financial situation and particular needs. On your request, we can provide you with a copy of your personal information and advice documents, which we keep on record for no less than 7 years. If you believe any of the personal information that we hold is inaccurate we will update as requested by you.

We will seek to ensure that we take reasonable steps to ensure that your personal information we hold is protected from misuse and from unauthorised access, modification and disclosure. We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer need for any purpose for which may be used or disclosed under the Australian Privacy Principles.

For quality control and training purposes, we may monitor or record your communications with us.

Disclosing Your Personal Information

We may disclose your personal information to third parties (service providers and agents) who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the Australian Privacy Principles. We may also disclose personal data in order to comply with a legal or regulatory obligation or where you have consented to the use or disclosure.

Organisations outside Australia

Currently, we do not share your information with organisations outside Australia. We may however store your information in the cloud or other types of networked or electronic storage.  As this electronic information could be accessed from various countries (via an internet connection), it’s not always practicable to know in which country your information may be held.  Overseas organisations may be required to disclose information we share with them under a foreign law. In those instances, we will not be responsible for that disclosure.

Contacting Us and Privacy Issues

You can obtain further information about how we manage the personal information that we hold or you can raise any privacy issues with us, including a complaint about privacy, by contacting us on 07 4772 1000. This privacy statement may change and if so we will notify you of any changes where we are required to do so.

Important Information - Website

Information provided on this website is general in nature and does not constitute financial advice.

Evolution Financial Pty Ltd will endeavour to update the website as needed. However, information can change without notice and we do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

For any link to third party websites/products we are not responsible for the content or privacy policies of these third party websites/products nor for the way in which information is utilised by such.

The website has security measures in place to protect against the loss, misuse and alteration of the personal data under our control.

Unless otherwise specified, copyright of information provided on this website is owned by Evolution Financial Pty Ltd. You may not alter or modify this information in any way, including the removal of this copyright notice.