Privacy Policy

Privacy Disclosure Statement

Collection and use of your information JA Wealth Pty Ltd and its representatives will only seek to collect necessary information from you in order to provide you with the para planning and administration assistance you have sought from us.

Disclosure of personal information JA Wealth Pty Ltd and its representatives will never unnecessarily exchange your personal or business information with any third party for any reason, unless compelled by force of law. However, in order to assist you, we may be required to provide your personal information to certain organisations. If your information is not provided, we may be unable to assist you. The types of organisations include:

  • Lenders
  • Mortgage insurers
  • Other mortgage intermediaries
  • Valuers
  • Superannuation Funds
  • Insurance Providers
  • Managed funds
  • Other financial services intermediaries
  • Solicitor
  • Valenta BPO Solutions Private Limited
  • Valenta Accounting KPO Private Limited
  • Valenta Global Projects Private Limited
  • Valenta BPO Solutions Sdn Bhd

Access and alterations to your personal information

You can gain access to your personal or company information or advise alterations to that information by contacting our office: Contact Person: Jayesh Kasim Address: Level 34, 1 Eagle Street, Brisbane, Queensland 4000 Email: Information which is easily accessible will be provided to you free of charge. However, information which is more difficult to access may have a fee associated with the request. You can also contact us for more detailed information on how we collect, handle and secure your personal information.


From time to time, JA Wealth Pty Ltd may contact you with information about products from either ourselves or our industry affiliates that we believe may interest you. To opt-out of receiving such information, simply let us know by contacting us directly using the office details above.

Security of your personal information

JA Wealth Pty Ltd takes reasonable steps to ensure the security of your personal or company information from unauthorised access, theft or modification.

Feedback on the handling of your personal information

Should you be unsatisfied in the manner in which JA Wealth Pty Ltd has handled your personal information please contact us (per details listed above). We will take all necessary steps to investigate and address your concerns.

If the issue you have raised is not resolved to your satisfaction you should contact the Federal Privacy Commissioner at:

Office of the Privacy Commissioner


Level 8,
109 – 111 Featherston Street

You can learn more about the Privacy Act and your rights at