This policy explains how MDK Wealth Management Pty Ltd (MDK) collects, uses and discloses personal information, including through our website(s). MDK views the protection of personal information as an important issue and is committed to the protection and responsible handling of personal information it collects.

This Privacy Statement may change from time to time.

About Us

MDK is a business which is focused on delivering professional consulting services in the area of Financial Planning, including superannuation, investments and insurance. Our offices are based in Morwell Victoria and Malvern East Victoria.

Your Personal Information

Personal information is information about you, whether recorded in a material form or not, from which your identity could reasonably be ascertained. The types of personal information we may collect includes name, gender, address, telephone numbers, email contact details, occupational details, certain details about your personal interests, images of you, and other information relevant to the business activities undertaken by MDK from time to time.

Where MDK requests that you provide your personal information and you elect not to provide it, MDK may not be able to provide you with some or all of its services.

Collection of Personal Information

MDK collects personal information from a variety of sources, including:

– communications between you and MDK, including via email, telephone or in writing (for example, surveys, feedback forms, registration for events, competitions and promotions, online inquiries)
– your participation in discussions, forums and interviews with MDK (including, for example, by filming or recording you) and promotions or competitions organised by MDK
– when you access or register on MDK websites (including or websites associated with booking/processing/requesting professional services and/or products and
– from publicly available sources of information.

Information is collected, wherever possible, from you directly. MDK will collect your personal information lawfully, fairly and without undue intrusion. At the time your personal information is collected, MDK will take reasonable steps to advise you whether there are any consequences of not providing that information. MDK will not collect sensitive personal information about you (for example, information about your racial or ethnic origin) unless MDK first obtains your consent.

Use and Disclosure of Personal Information

The personal information you provide to MDK gives valuable insights into the views of people conducting activities in the financial services area. This information can, in turn, help MDK to achieve its goals of finding and communicating new and effective ways for managing financial services which deliver value to its clientele. To do this, MDK may use your personal information for a variety of purposes, including research and analysis. MDK may also send you information and updates about MDK initiatives, events and services and provide you with information, news and updates relating to financial planning and investment in general. If you do not wish to receive these updates or information, please contact us on

MDK also uses personal information for the purpose(s) that are communicated to you at the time of collection (or a related purpose that you would reasonably expect). MDK may disclose your personal information to third parties, such as:

– web monitoring service providers
– government and regulatory authorities and other organisations (as required or authorised by law or as is reasonably necessary for the assistance for law enforcement and the protection of public revenue)
– its professional advisors (such as auditors)
– its parent dealer group
– organisations that assist MDK to conduct research or analyse data
– other organisations that assist MDK to provide services to you from time to time.

We take reasonable steps to ensure these third parties are bound by confidentiality and privacy obligations in relation to the protection of your personal information.


You have a right to access your personal information. Charges may apply to cover the cost of accessing and providing this information to you. Requests for access should be sent to MDK at the contact details listed at the bottom of this Privacy Statement.


Wherever it is practicable and lawful, MDK will allow you to interact anonymously with us.

Data Quality and Security

MDK will take reasonable steps to:

– ensure that the personal information it collects, uses or discloses is accurate, complete and up-to-date (however, the accuracy of your information depends on the information you provide and whether you keep MDK updated on changes), and
– protect your personal information from misuse, loss, unauthorised access, modification or disclosure and securely destroy personal information if it is no longer required for any purpose.

MDK has implemented technology and security policies, rules and measures to help protect the personal information that is under its control. However, while MDK strives to protect your personal information, MDK cannot ensure or warrant the security of any information transmitted to it online.

Website Privacy

You can visit and browse MDK websites without disclosing your personal information. However, where you submit your personal information on a website (e.g. complete and submit a webform), your personal information will be managed in accordance with this

Privacy Statement

MDK websites contain links to various other third party sites. MDK is not responsible for the content and the privacy practices of other websites and does not endorse or authorise the content of any third party websites. MDK encourages you to examine each site’s privacy policy and make your own decisions about providing personal information whilst visiting those sites. MDK uses a variety of web monitoring technologies (via third party service providers) to gather information to assist in improving the sites and making them more user-friendly. These technologies include:

– Google Analytics: Google Analytics data refers to visitor logs and statistics about the path a user takes while using a site. This technology is used purely for statistical purposes (such as tracking unique browsers to the sites);
– Cookies: Cookies are small data files that are placed on a user’s computer/tablet device/mobile device, which are used to collect statistical information each time a user accesses a site (for example, the number of visits to the website, documents viewed, how the site is navigated and the type of search engine used to arrive at the site);

You may be able to disable or avoid some of these technologies by adjusting your Internet browser settings, though doing so may prevent you from taking advantage of improvements to the sites.

MDK Reserves the right to continue to update and change this website, without notice.

Jurisdiction & Governing Law

Victoria, Australia.

Contacting Us

Any questions relating to the Privacy Statement or your personal information can be directed to:

MDK Wealth Management Pty Ltd
22 Hazelwood Rd Morwell,
Telephone (03) 5133 9117

Formal requests for information should be put in writing and sent to the above listed address. Each request will be considered and where applicable, legal and/or statutory authority advice sought in order that MDK is in compliance with the Privacy Act, in the State of Victoria, Australia.

Last reviewed & updated 23/07/2018


    MDK Wealth Management Pty Ltd
    ACN 075 266 250 ABN 19 075 266 250
    Corporate Authorised Rep. No. 342803
  • Licensee

    Corporate Authorised Representative of
    InterPrac Financial Planning Pty Ltd
    AFSL 246638
  • Address

    22 Hazelwood Rd Morwell, VIC 3840

    Level 8, 525 Flinders St, Melbourne VIC 3000
  • Contact

    Tel: (03) 5133 9117
    Fax: (03) 5133 9337