Build your financial prosperity

At Forward Prosperity ("we", "our", or "us"), we are committed to protecting your privacy and security of our customers' personal information. 

This Privacy Statement explains how we collect, use, disclose, and safeguard your information in compliance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

We collect personal information necessary to provide financial services and products to you. This may include:

• Name, contact details (address, phone, email)
• Date of birth and identification details (e.g., driver’s license, passport)
• Employment and financial details (e.g., income, assets, liabilities)
• Credit history and banking details
• Any other information required by regulatory authorities

We collect this information through application forms, direct interactions, financial institutions, credit reporting agencies, and other authorised third parties.

We use your personal information to:

• Assess your financial situation and eligibility for financial products
• Provide brokerage and advisory services
• Assist in loan applications and processing
• Communicate with you about services, promotions, and legal requirements
• Ensure compliance with regulatory and legal obligations
• Prevent fraud and enhance security

We will not use your personal information for purposes beyond those specified without your explicit consent.

We may disclose your personal information to:

• Banks, lenders, and financial institutions to facilitate financial transactions
• Credit reporting agencies and regulatory bodies
• Legal and professional advisers
• Service providers, such as IT and marketing partners, where necessary for our operations
• Government agencies, where required by law

We take all reasonable steps to ensure that these third parties protect your privacy and comply with relevant regulations.

We implement strict security measures to protect your personal information from unauthorised access, alteration, disclosure, or destruction. These include:

• Secure data storage systems
• Encryption and access controls
• Staff training on privacy and security measures

Despite our best efforts, no transmission of data over the internet is entirely secure. If you suspect any misuse of your information, please contact us immediately.

You have the right to:

• Request to be removed from our databases
• Request corrections if any information is inaccurate or outdated
• Withdraw consent for marketing communications

To make a request, please contact us using the details provided below:

Email: info@forwardprosperity.com