Privacy Notice

Keystone Wealth is collecting your personal information for the purpose of providing financial services and advice to you.

For the same purpose we may provide this information to:

  • Suppliers with whom you are investing or taking out insurance policies.
  • External compliance contractors for the purposes of auditing our financial advice.
  • Accountants, solicitors or other professionals to whom you consent we disclose your information for the purpose of providing services to you related to your financial planning requirements.
  • When required by law (such as to the Australian Taxation Office or pursuant to a court order)

We may also disclose your personal information to our staff in the Philippines.

Providing the requested information is voluntary. If you choose not to provide us with your information we are unable to provide financial services and advice to you.

The privacy and security of your personal information is important to us and is protected by law.

Our Privacy Policy explains how we handle and protect the information provided by you, how you can request access to or correct the personal information we hold about you, and who to contact if you have a privacy complaint. You can also contact our Privacy Officer Richard Liverpool at