Legal
Privacy Policy
Last updated: 13 August 2026
Our commitment to your privacy
SAF Private Wealth is committed to protecting the privacy of individuals whose personal information it holds. This Privacy Policy explains how SAF Private Wealth collects, uses, discloses, and manages personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
1. Who we are
SAF Private Wealth is a financial services business operated by Simon Arno Fritsch (Authorised Representative No. 001269537), an Authorised Representative of Openmarkets Australia Limited (AFSL 246705). Services are provided to wholesale clients only, as defined in sections 761G and 761GA of the Corporations Act 2001.
2. What personal information we collect
We may collect personal information including your name, contact details (email address, telephone number, postal address), financial information relevant to the provision of investment advice and stockbroking services, information about your investment objectives, financial situation and needs, and any other information you provide to us directly.
3. How we collect personal information
We collect personal information directly from you when you contact us via our website, telephone or email; complete a client onboarding form or engagement agreement; attend a meeting or consultation with us; or correspond with us in the course of providing services. We may also collect information from third parties such as your accountant, solicitor or other professional advisers, where you have authorised us to do so.
4. Why we collect personal information
We collect personal information to provide investment advice and stockbroking services to you; comply with our legal and regulatory obligations, including obligations under the Corporations Act 2001 and Anti-Money Laundering and Counter-Terrorism Financing Act 2006; communicate with you about your portfolio and our services; and improve the quality of our services.
5. Disclosure of personal information
We may disclose your personal information to Openmarkets Australia Limited as our Australian Financial Services Licence holder; third-party service providers who assist us in delivering our services (such as custodians, technology providers and compliance consultants), who are required to handle your information in accordance with applicable privacy laws; regulatory bodies and law enforcement agencies where required by law; and your nominated professional advisers, where you have provided written authority.
6. Overseas disclosure
We do not routinely disclose personal information to overseas recipients. Where disclosure to an overseas recipient is necessary, we will take reasonable steps to ensure the recipient handles your information in a manner consistent with the Australian Privacy Principles.
7. Security of personal information
We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification or disclosure. Personal information is stored securely and access is restricted to authorised personnel. When personal information is no longer required, we take reasonable steps to destroy or de-identify it.
8. Access and correction
You have the right to request access to personal information we hold about you, and to request that we correct information that is inaccurate, out of date, incomplete, irrelevant or misleading. To make a request, please contact us using the details below. We will respond to your request within a reasonable time and in accordance with the Australian Privacy Principles.
9. Complaints
If you believe we have breached the Australian Privacy Principles or otherwise mishandled your personal information, please contact us in the first instance. We will investigate your complaint and respond within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
10. Website and cookies
Our website may collect non-personal information such as browser type, pages visited and time spent on the site for the purpose of improving the website experience. We do not use this information to identify individuals. Our website does not use tracking cookies for advertising purposes.
11. Changes to this policy
We may update this Privacy Policy from time to time. The current version will always be available on our website. We encourage you to review this policy periodically.
Contact us
For privacy-related enquiries, requests for access or correction, or complaints, please contact: