Avon Wealth Limited · FSP482746 · Effective: June 2026
When you use the services of Avon Wealth Limited, you trust us with your personal and financial information. We take this responsibility seriously and are committed to protecting your privacy in accordance with the Privacy Act 2020. This policy outlines how we collect, use, store, and protect your personal information, and your rights in relation to that information.
We adhere to the 13 Information Privacy Principles (IPPs) under the Privacy Act 2020. This means we will collect information only where necessary for a lawful purpose, collect directly from you wherever possible, obtain your consent where required, notify you of the purpose of collection, take reasonable steps to ensure your information is accurate and secure, allow you to access and correct your information, and only disclose information where permitted by law or with your consent.
We collect personal information when you engage our services, complete forms or provide information via phone, email, or our website, or interact with us as an employee, contractor, or referral partner. Where we collect your information from third parties, we will take reasonable steps to notify you of the collection, its purpose, intended recipients, and your rights.
We use your personal information to provide financial advice and related services, communicate with you, meet legal and regulatory obligations, and improve our services. We do not sell, trade, or rent your personal information.
We may disclose your personal information to product providers and financial institutions, referral partners (where you have consented), professional advisers, regulatory or oversight bodies (including the Financial Markets Authority, FSCL, and the licence holder, Avon Financial Services Limited), and third-party service providers who support our business operations. We may also disclose where required by law.
Your personal information is stored securely using internal systems and trusted cloud-based platforms, which may be hosted overseas. We take reasonable steps to ensure information is protected from loss, misuse, or unauthorised access, restrict access to authorised personnel, and that third-party providers maintain appropriate privacy safeguards.
You have the right to request access to the personal information we hold about you, request correction of your information, and request that a statement of correction be attached if we do not agree to a correction. We will respond to requests within 20 working days.
Our Privacy Officer is responsible for ensuring compliance with the Privacy Act 2020. Contact: complaints@afin.nz
If you have concerns about how your information has been handled, please contact us first. If we are unable to resolve your concern, you may contact the Office of the Privacy Commissioner: www.privacy.org.nz or 0800 803 909.