How we handle your personal information

Moksh Wealth Management Pty Ltd. (Moksh) is a corporate authorised representative of CountPlus Pty Ltd. (Count). Count and Moksh are committed to ensuring the privacy and security of your personal information. As part of our continuing commitment to client service and maintenance of client confidentiality Count has adopted the principles set out in the Privacy Act 1988. For further details you can refer to CountPlus Limited’s Privacy Policy which is available at:
We may share your information with other members of CountPlus. We may also share your information with others for other reasons mentioned in CountPlus Limited’s Privacy Policy. Please refer to CountPlus Limited’s Privacy Policy for more information around why your information may be shared and who we may share it with.
As a financial service provider, we have an obligation under the Anti‑Money Laundering and Counter Terrorism Finance Act to verify your identity and the source of any funds. This means that we will ask you to present identification documents such as your passport or driver licence. We will also retain copies of this information. We assure you that this information will be held securely. We cannot provide you with services if you are unwilling to provide this information.