Privacy statement.

Advice: our licensee's policy

LINK Wealth provides financial advice as an authorised representative of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987, AFSL 244252). Personal information collected in the course of giving you advice — your objectives, your financial situation, your client file and the advice record itself — is handled under the licensee's privacy policy.

You can read it here: Millennium3 privacy policy. Our Financial Services Guide explains the advice relationship, including how to raise a complaint about advice.

Everything else: the LINK group policy

LINK Wealth is also one of the divisions of LINK, and Link Wealth Pty Ltd (ABN 76 680 747 246) is named in the LINK Privacy Policy as one of the entities responsible under the Privacy Act 1988 (Cth). That policy governs how LINK handles your personal information outside the advice relationship — an enquiry through this website, your contact details, marketing you have asked for, and information shared between LINK divisions where you have engaged them.

Read it at link.com.au/privacy. It is maintained in one place for the whole group, so it is always the current version.

Privacy requests, questions and complaints about LINK's handling go to the LINK Privacy Officer:

Privacy Officer, LINK (The Link Collective Pty Ltd)
privacy@link.com.au
PO Box 569, Fortitude Valley QLD 4006
07 3899 8311

For anything about your advice file, the Millennium3 policy above carries its own privacy contact.

What runs on this website

The group policy says what runs on each site differs and changes as the sites are rebuilt. Here is the answer for this one.

Nothing about your visit is recorded. This site runs no analytics at all — no tracking, no advertising tags, no pixels — and sets no cookies of its own. We do not know which pages you read or where you came from.

The calculators work in your browser. The retirement, net worth, age pension, capital gains and home equity calculators all run on your own device. The figures you enter are not sent to us and not stored. Close the tab and they are gone.

The wealth health check is the same. It scores your answers in the browser, and there is no sign-up to see the result. Your answers and score only reach us if you then choose to send them with your name and contact details, and the page tells you that at the point you decide.

Forms. When you contact us or book a meeting, we receive what you put in the form and nothing else. Becoming an advice client is a separate process with its own consents, explained to you at the time.

Complaints

If you think LINK has mishandled your personal information, contact the Privacy Officer above. If you are not satisfied with the response, you can take it to the Office of the Australian Information Commissioner.

Complaints about the financial advice itself follow the process in the Financial Services Guide, which ends with the Australian Financial Complaints Authority.