Book a Call

Privacy Statement

These Privacy Policy govern your use of our website and services. Please read carefully.

M&A Wealth

Last Updated: March 10, 2026

Your Adviser is required to maintain documentation and records of any financial advice given to you, including
information that personally identifies you and/or contains information about you.

These records are required to be retained for at least seven (7) years. If you want to access your personal information
at any time, please let us know.

You have the right to not provide personal information to your Adviser. In this case your Adviser will warn you about
the possible consequences and how this may impact on the quality of the advice provided. Additionally, your Adviser may
not be able to provide you with the advice you require.

Throughout the advice process, your personal information may be disclosed to other services providers, including
companies that form part of the Centrepoint Alliance group. These may include:

  • Financial product providers
  • Financial planning software providers
  • Administration and paraplanning service providers

The Centrepoint Alliance group may engage third-party service providers to assist in the provision of products or
services. For a list of companies that form part of the Centrepoint Alliance group and service partners that your
personal information may be shared with, please visit centrepointalliance.com.au/centrepointpartners.

Some services may require disclosure of personal information to service providers outside Australia including New
Zealand, Japan, South Africa, USA, member states of the European Union, India, Vietnam, Thailand and the Philippines.
The purpose of such disclosure is to facilitate the provision of financial services including the preparation of
financial advice documents for Matrix Planning Solutions advisers.

Your Adviser may enter into outsourcing arrangements to countries other than those listed above. If so, your Adviser
will disclose these arrangements separately to you.

Matrix Planning Solutions respects your privacy and is committed to protecting and maintaining the security of the
personal and financial information you provide us. For detailed information on how we handle your personal information,
please refer to our full Privacy Policy available at centrepointalliance.com.au/privacy-policy.

For questions about this Privacy Policy, please contact us: