Privacy Collection Statement

Bentleys Wealth Advisors Pty Ltd ABN 611 642 007 (‘we’, ‘us’ or ‘our’) collect, use and disclose personal information about you. We collect personal information directly from you and from your authorised representative and may also collect personal information passively through our website. We may also collect sensitive information about you with your consent.

We collect your personal information for the purposes of providing services to you or someone else you know, to provide you with information that may be of interest to you and for purposes that relate to our functions and activities as financial planning, insurance and investment advisors. If you choose not to provide us with some or all of the information we request, or the information you provide is incomplete or inaccurate, we may not be able to provide you with the services you are seeking.

We may disclose personal information about you to other Bentleys firms, our professional advisors and service providers who assist us in providing services to you and in operating our business. We are not likely to disclose your personal information overseas. However there may be situations where your work may be completed in part overseas. For instance, other Bentleys firms, our infrastructure, and that of our service providers, or other recipients, may be based outside Australia, including New Zealand. The Bentleys office dealing with your file, will confirm if any of your personal information will be sent overseas.

Our Privacy Policy (available here on our website or upon request) sets out how you can access and seek correction of your personal information, how you can complain about privacy-related matters and how we respond to complaints.

Contact details
Laurence Poulter
Practice Manager NSW
Bentleys Wealth Advisors
Level 14, 60 Margaret Street
Sydney NSW 2000
T: +61 2 9220 0700

More information
For more information about privacy in general, you can visit the Australian Information Commissioner’s website at