Privacy Policy
How we handle your information.
Springboard Wealth (AFSL 544118) collects and uses personal information under the Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles (APPs). This policy explains what we collect, why, how it's stored, and your rights.
Last updated: 14 May 2026.
Scope
Who this policy covers
This Privacy Policy applies to Springboard Wealth (the "Licensee") — the holder of Australian Financial Services Licence (AFSL) 544118 — and to any visitor to springboardwealth.com.au or any planner submitting an enquiry to join Springboard as an Authorised Representative.
By using this site or providing personal information through our forms, you accept the practices described here.
We reserve the right to update this policy. Material changes will be flagged on this page with an updated "Last updated" date.
What information we collect
We collect only the information needed to respond to your enquiry, assess your suitability as an Authorised Representative, or meet our regulatory obligations. Categories include:
- Identity + contact data — your name, business name, email address, phone number, and (where you provide it) postal address.
- Enquiry content — anything you write in the form's message field or attach to your enquiry.
- Technical metadata — basic information about your browser and the time of your submission, captured automatically for fraud-prevention and audit purposes.
- Pre-AR onboarding information — only if you proceed to apply: your AFSL/AR history, qualifications, business structure, and references. Collected via a separate onboarding pack with its own consent.
We do not collect sensitive information (health, political, religious) through this site.
How we use it
Why we collect it
We use the information you provide to:
- respond to your enquiry or contact-form submission;
- assess your suitability if you apply to join Springboard as an Authorised Representative;
- communicate ongoing dealer-group, compliance, or regulatory updates if you become an AR (with appropriate opt-out);
- meet our obligations under the Corporations Act 2001 (Cth), the AFSL conditions, the Anti-Money Laundering and Counter-Terrorism Financing Act 2006, and ASIC Regulatory Guide 175 (Financial Product Advisers).
We will not use your information for purposes unrelated to those above without first obtaining your consent.
How we collect it
We collect personal information directly from you when you submit a contact form on this website, send us an email, or call us.
Where information is collected from a third party — for example, a referee you nominate during AR onboarding — we will let you know at the time.
Disclosure
Who we share it with
We share your personal information only with:
- Software providers we use to manage your query — for example, the platforms we use to receive, route, and respond to enquiries. These providers act on our instructions, under confidentiality, and only for the purpose of supporting our service to you.
- Our regulatory and legal advisers — accountants, lawyers, and compliance auditors, on a need-to-know basis under written confidentiality.
- Authorities — including ASIC, the ATO, AUSTRAC, AFCA, or law enforcement, only when required by law or in response to a valid subpoena, notice, or court order.
We do not sell, rent, or commercially share your information.
How we protect it
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, and disclosure. This includes appropriate technical, administrative, and physical safeguards, and ongoing review of those controls as our environment changes.
AR-onboarding records are retained for the period required by the Corporations Act (currently seven years) and then securely destroyed.
No security measure is perfect. If a data breach occurs that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) under the Notifiable Data Breaches scheme.
Your rights
Access + correction
You have the right to request access to the personal information we hold about you, and to ask us to correct it if it's inaccurate, out of date, incomplete, or misleading.
Email your request to privacy@springboardwealth.com.au. We'll respond within 30 days. We may need to verify your identity before releasing information. No fee applies for reasonable requests.
You can also unsubscribe from any AR communications at any time using the link at the bottom of each email or by emailing privacy@springboardwealth.com.au.
What cookies we use
We use minimal first-party cookies for basic site preferences — for example, remembering that you've dismissed the cookie banner on this page.
We may introduce limited, anonymous aggregate analytics in future to understand how visitors use the site. If we do, this policy will be updated and a fresh consent prompt shown if the change materially affects how we collect information.
If you're unhappy
How to complain
If you believe we've mishandled your personal information, please first contact us directly at privacy@springboardwealth.com.au or by mail to our registered office (see Contact).
We will acknowledge your complaint within 7 business days and aim to resolve it within 30 days. If you remain dissatisfied, you can escalate to:
- The Office of the Australian Information Commissioner (OAIC) — www.oaic.gov.au — for privacy complaints under the Privacy Act 1988.
- The Australian Financial Complaints Authority (AFCA) — www.afca.org.au — for complaints related to financial services we provide as an AFSL holder.
Both bodies are free for consumers and operate independently of Springboard.
Questions? Talk to us.
Email privacy@springboardwealth.com.au, or reach our Privacy Officer through the contact page. We take privacy obligations seriously and would rather hear from you early than later.