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Privacy And Information Security Management System Policy

Our Commitment

At PlanWise, we are committed to maintaining the highest standards of privacy and information security. As a trusted partner to Australian financial advisers, we recognise the responsibility that comes with handling sensitive client and business information.

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Our goal is simple: to ensure that every piece of information entrusted to us is managed, stored, and processed with the utmost care, confidentiality, and compliance.

ISO/IEC 27001:2022 Certified

PlanWise proudly adheres to the ISO/IEC 27001:2022 standard, the internationally recognised framework for information security management. This certification demonstrates our commitment to implementing, maintaining, and continuously improving our Information Security Management System (ISMS).

Our Privacy and Security Principles

We operate under strict security and privacy principles designed to safeguard your data at every stage:

  • Confidentiality: Only authorised personnel can access client information, strictly on a need-to-know basis.

  • Integrity: All data remains accurate, complete, and protected from unauthorised alteration.

  • Availability: Our systems and processes ensure information is accessible and secure whenever needed.

  • Compliance: We follow globally recognised privacy and security standards, ensuring the highest level of protection for all client information.

Information Security Practices

To uphold these standards, PlanWise implements:

  • Secure data transfer and encryption protocols for all client files.

  • Restricted system access with multi-factor authentication.

  • Continuous employee training on data handling and privacy compliance.

  • Regular internal audits and risk assessments.

  • Secure cloud-based infrastructure and monitored storage systems.

Data Retention and Disposal

Client data is retained only for as long as required to fulfil our paraplanning services and meet compliance obligations. Once no longer needed, information is securely deleted or destroyed in line with ISO 27001 guidelines.

Your Trust, Our Priority

We understand that your client data is one of your most valuable assets — and we take that trust seriously. Our robust privacy framework ensures that every process, system, and team member upholds our promise of confidentiality and protection.

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PlanWise — Secure. Compliant. Trusted.

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