Portal terms
and conditions
Compliance and legal
Using Our Client Portal with Confidence
Your access to our secure online portal is governed by clear, transparent terms designed to protect your information and investments.
Introduction
Understanding the Rules That Govern Your Portal Use
At AAA Private Wealth Advisors, we are committed to making it easy and secure for you to manage your wealth online. Our client portal gives you direct access to your investment information, reports, and communications—all within a secure digital environment.
To ensure the portal is used safely, responsibly and in accordance with applicable laws, we have outlined the terms and conditions that apply to every user. These terms protect both your interests and ours, helping to maintain the integrity and security of the platform.
By using our client portal, you agree to comply with these terms. We encourage you to read them thoroughly before logging in, and to get in touch if you have any questions.
Portal Access and Eligibility
Who Can Use the Portal?
The client portal is made available exclusively to clients of AAA Private Wealth Advisors who have been authorised for access. You must be:
- A current client with an active account
- At least 18 years of age
- Registered with a verified email and identity, as part of our KYC requirements
We reserve the right to suspend or withdraw access at our discretion, particularly in cases of suspected misuse or breach of terms.
Login Credentials and Account Security
Keeping Your Access Safe
When you register for the portal, you’ll be issued secure login credentials. You are responsible for:
- Keeping your username and password confidential
- Ensuring that no unauthorised person gains access using your login
- Notifying us immediately if you suspect any breach of security
We employ robust encryption and multi-factor authentication to protect your data, but your vigilance is essential in maintaining that security.
Use of Portal Content
Viewing, Downloading and Sharing Information
The content provided through the client portal—such as reports, valuations, and messages—is for your personal use only. You may:
- View, download or print reports for your own records
- Communicate securely with your adviser or support team
You may not:
- Modify, distribute or publish any material from the portal
- Use the portal for unlawful or unauthorised purposes
- Attempt to bypass security or interfere with portal functionality
Data Accuracy and Availability
Our Commitment to Accurate, Real-Time Information
While we strive to ensure all data on the portal is accurate and up to date, it may not always reflect intraday changes or finalised positions. The information provided should be viewed as indicative and not relied upon solely for financial decision-making.
The portal may be subject to scheduled maintenance or temporary outages. We’ll provide notice where possible, but we can’t guarantee uninterrupted access at all times.
Intellectual Property and Legal Ownership
Your Rights and Ours
All content and technology associated with the client portal—unless otherwise stated—is owned by AAA Private Wealth Advisors or our licensed providers. This includes:
- Branding, layout, and visual elements
- Reports, charts, and digital tools
- The structure and design of the software
Use of the portal does not grant you ownership of any intellectual property or rights beyond personal, authorised use.
Termination or Suspension of Access
When Access May Be Removed
We may suspend or terminate your portal access if:
- You breach any of the terms outlined here
- Your relationship with AAA Private Wealth Advisors ends
- There are concerns regarding fraud, misuse or security
You may also request removal of access at any time by contacting our support team.
Limitation of Liability
Understanding the Boundaries of Our Responsibility
To the extent permitted by law, AAA Private Wealth Advisors shall not be liable for any loss or damage arising from:
- Inaccurate or outdated information displayed
- Disruptions or downtime of the portal
- Unauthorised use of your login details due to your negligence
- Delays or failures in system performance
We recommend that you always verify important information through your adviser or our client services team.
Changes to These Terms
Keeping You Informed of Updates
We may update these terms from time to time to reflect changes in law, technology or service offerings. The most current version will always be available on the portal and will apply from the date of publication.
Your continued use of the portal constitutes acceptance of any revised terms.
Need Help or
Have Questions?
We’re Here to Support You
If you have any questions about these portal terms or need assistance accessing your account, our team is ready to help. Please contact our Client Services Team or your adviser directly for tailored support.
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.