Privacy Policy
Effective Date: 1 January 2026
Entity: Wheatley Wealth Management Pty Ltd (ABN: 15 143 796 794, AFSL: 532426)
1. Introduction Wheatley Wealth Management respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information within our educational platform.
2. Collection of Personal Information In addition to standard registration details (name, email), this specific learning platform collects:
Course Progress: We track your login activity, video completion rates, quiz scores, and certificate achievements.
Survey Data: We collect information regarding your financial goals, confidence levels, and behavioral barriers (e.g., through course surveys) to tailor your learning experience.
Payment Records: While we do not store credit card details directly (transactions are processed by third-party secure gateways like Stripe), we retain a record of your transaction for tax and access purposes.
3. Use of Your Information We use your information to:
Deliver the course content and manage your account access.
Provide "nudge" emails if you fall behind on course progress.
Direct Marketing: We may use your contact details to send you information about other Wheatley Wealth Management services. You may opt out of these communications at any time.
Testimonials & Feedback: We may use your survey responses and feedback to improve our course and for promotional purposes (testimonials). If a testimonial contains sensitive information or personally identifiable details (like your name or photo), we will obtain your express consent before publishing it.
4. Cross-Border Disclosure: We use a third-party platform, Thinkific, to host and deliver this course. As Thinkific is a Canadian company, your personal information (such as your name, email, and course progress) will be transferred to and stored on servers located outside of Australia (primarily in Canada and the United States). By enrolling in this course, you explicitly consent to this transfer.
5. Cookies & Tracking
Login Convenience: Cookies are used to remember your IP address so that you may log in to sections of the website more conveniently
Spam Detection: Your IP address and browser user string may be used to detect and prevent spam.
Temporary Cookies: A temporary cookie may be set to evaluate if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
6. Data Retention For general website inquiries, data is often erased within a year. However, for registered students, we retain your user profile and course history for a longer period to ensure your continued access to the course materials and for our own compliance records. You may request for a Website Administrator to delete your personal information at any point in time, excluding administrative, legal, and secure information we are obliged to keep.
7. Contact & Access If you have any questions about this policy or wish to request access to your data, please contact us at [email protected].