Cookie policy
Compliance and legal
Understanding How
We Use Cookies Online
Our website uses cookies to improve your experience, deliver personalised content, and keep things running securely and efficiently.
Introduction
Transparency on How Your Data Is Used
At AAA Private Wealth Advisors, we’re committed to being open about how we collect and use information when you visit our website or client portal. Cookies are small data files that help us understand how you interact with our site and enhance your experience.
This Cookie Policy outlines what cookies are, why we use them, what types we use, and how you can manage your preferences. We believe that giving you clear control over your data is essential to building trust and delivering a secure, user-friendly online environment.
By continuing to browse our website, you consent to our use of cookies as outlined in this policy—unless you choose to disable them via your browser settings or preferences.
What Are Cookies?
Small Files That Power Smarter, Safer Browsing
Cookies are small text files that are stored on your device when you visit a website. They collect data about your browsing behaviour, preferences and device settings. Cookies help websites:
- Recognise returning users
- Remember login details and preferences
- Track site performance and usage patterns
- Deliver tailored content and advertising
Cookies do not collect personal information such as your name, address or financial details unless you provide these voluntarily through forms or secure login areas.
Why We Use Cookies
To Make Your Online Experience Smoother and More Relevant
Cookies help us improve the performance and functionality of our website and client portal in several ways:
- Performance tracking – Understand which pages are most popular or where users drop off
- Security – Maintain session integrity, detect suspicious behaviour, and keep your data safe
- Functionality – Save your preferences and provide a consistent user experience
- Personalisation – Tailor content, settings or recommendations based on your activity
We use cookies to help make our online services more intuitive, responsive and aligned with your needs.
Types of Cookies We Use
Essential, Functional, Performance and Marketing
Our website may use several categories of cookies, each serving a different purpose:
Essential Cookies
These are required for the site to operate properly. They include:
- Session management
- Security tokens
- Login authentication
Disabling these may prevent access to some areas, including the client portal.
Functional Cookies
These help remember your preferences, such as language selection or font size. They enhance usability but are not strictly necessary for the site to run.
Performance & Analytics Cookies
Used to analyse how visitors interact with our website—for example, which pages are viewed most often or how long users stay. We may use trusted services like Google Analytics for this purpose.
Marketing & Advertising Cookies
While we do not sell user data or display intrusive ads, we may use limited tracking cookies to help deliver relevant communications, such as remarketing banners or email engagement.
Third-Party Cookies
Some Services We Use May Place Their Own Cookies
We occasionally embed third-party tools, platforms or content—such as:
- Analytics platforms (e.g., Google Analytics, Hotjar)
- Embedded video players (e.g., YouTube, Vimeo)
- Secure login providers or platform integrations
These services may set their own cookies, governed by their respective privacy and cookie policies. We encourage users to review those directly for further information.
Managing Your Cookie Preferences
You’re in Control
Most browsers allow you to manage or disable cookies through their settings. You can:
- Block all cookies
- Allow only some types
- Delete cookies after each session
Please note that disabling essential cookies may impact site functionality—especially features like account logins or form submissions.
To adjust your settings, consult your browser’s help section, or visit:
- Google Chrome
- Mozilla Firefox
- Safari
- Microsoft Edge
You can also opt out of certain tracking cookies via industry-wide tools such as Your Online Choices.
Updates to This Policy
We Keep Our Approach Under Review
We may update this Cookie Policy from time to time to reflect changes in technology, regulation, or how we use cookies. The most recent version will always be available on our website and will take effect immediately upon publication.
We recommend checking this page periodically to stay informed about how your data is being used.
More Information or Help?
We’re Happy to Explain Further
If you’d like more details about our cookie practices, or if you need help managing your preferences, please reach out to our Privacy Officer or Client Services team. We’re committed to transparency and happy to assist.
Find us
AAA Private Wealth Advisors,
7/2 Mill Street,
Perth, Australia
© 2025 AAA Private Wealth Advisors PTY Ltd The information provided on this website is for general informational purposes only and does not constitute financial, legal, or taxation advice. While every effort is made to ensure the accuracy and timeliness of the content, AAA Private Wealth Advisors makes no representations or warranties, express or implied, regarding the completeness, reliability, or suitability of the information, products, services, or related materials contained on this website. Any reliance you place on such information is strictly at your own risk.
We strongly recommend that you seek independent professional advice tailored to your individual financial circumstances before making any investment or financial decisions. The content on this website may be subject to change without notice, and AAA Private Wealth Advisors accepts no liability for any loss or damage, including—without limitation—indirect or consequential loss, arising from the use of or reliance on the information provided.
The value of investments and any income derived from them can fluctuate, and investors may not recover the full amount initially invested. Past performance is not a reliable indicator of future results. All investments carry risk, and you should consider whether a particular investment is appropriate for your needs and financial situation.
AAA Private Wealth Advisors is a trading name of AAA Private Wealth Advisors PTY Ltd, which is incorporated in Australia and holds Australian Business Number (ABN) 19 121 081 810. We are authorised and regulated by the Australian Securities and Investments Commission (ASIC).
The information and services described on this website are intended for Australian residents only and may not comply with laws or regulations in jurisdictions outside of Australia. Users accessing this site from outside Australia do so at their own risk and are responsible for compliance with local laws.
If you have a concern or complaint about our services, we encourage you to contact us directly so that we can seek to resolve the matter promptly. If we are unable to resolve your complaint to your satisfaction, you may have the right to refer the matter to the Australian Financial Complaints Authority (AFCA). For more information, visit www.afca.org.au.
We acknowledge and respect the Traditional Owners of the lands across Australia and recognise their continuing connection to Country, community, and culture. We pay our respects to Elders past and present, and we are committed to fostering inclusivity, understanding, and recognition of First Nations peoples in everything we do.