Privacy Policy

Last updated: May 11, 2026

1. Introduction

Epic Zenith ("we," "us," or "our") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Name and contact information (email address, postal address)
  • Age range and demographic information
  • Financial information relevant to retirement planning services
  • Superannuation account details
  • Employment and income information
  • Investment preferences and risk tolerance

We also automatically collect certain information when you visit our website:

  • Browser type and version
  • IP address
  • Pages visited and time spent on pages
  • Referring website addresses
  • Device information

3. How We Use Your Information

We use the information we collect to:

  • Provide retirement planning and financial advisory services
  • Communicate with you about your account and our services
  • Process your requests and transactions
  • Improve our website and services
  • Comply with legal obligations
  • Send you marketing communications (with your consent)
  • Detect and prevent fraud

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your information with:

  • Service Providers: Third-party vendors who perform services on our behalf (e.g., data storage, payment processing)
  • Professional Advisors: Lawyers, accountants, and other professional advisors when necessary for service delivery
  • Regulatory Bodies: Government agencies and regulatory authorities when required by law
  • Business Transfers: In connection with any merger, sale, or transfer of our business assets

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Secure server infrastructure
  • Regular security assessments
  • Employee training on data protection
  • Access controls and authentication protocols

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records are typically retained for seven years in accordance with Australian tax legislation.

7. Your Rights

Under Australian privacy law, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information (subject to legal obligations)
  • Opt out of marketing communications
  • Lodge a complaint with the Office of the Australian Information Commissioner (OAIC)

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. For more information, see our Cookies Policy.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

11. International Data Transfers

Your information may be transferred to and processed in countries other than Australia. We ensure that any international transfers comply with applicable data protection laws and that appropriate safeguards are in place.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Epic Zenith
Level 14, 385 Bourke Street
Melbourne VIC 3000
Australia
Email: [email protected]

14. Complaints

If you believe we have breached the Australian Privacy Principles, you may lodge a complaint with us. We will investigate and respond within 30 days. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner:

Website: www.epic-zenith.com.au
Phone: 1300 363 992