Privacy Policy

We adhere to the Australian Privacy Principles (APPs) outlined in the Privacy Act 1988 (Cth) to ensure that your personal information is handled responsibly and securely. We encourage you to read this policy thoroughly to understand our practices regarding your information.

We may collect a range of personal information from you, depending on the services we provide. This includes, but is not limited to:

• Your name and contact information (email address, phone number, residential address)
• Financial details such as income, investment portfolio, and assets
• Identification documents (e.g., driver’s license, passport) required for compliance and verification

The information we collect is essential for delivering our services effectively and ensuring compliance with regulatory obligations. By providing us with your personal information, you consent to its collection and use in accordance with this policy.

In addition to personal data, we also collect non-personal information that helps us improve our services and enhance your experience with us. This may include:

• Your IP address and browser type
• The pages you visit on our website and the time spent on those pages
• Interaction data, such as clicks and navigation paths

We use this non-personal data to analyze trends, administer the site, and gather demographic information about our user base as a whole.

We use the information collected for various purposes, including:

• Providing you with tailored financial services and advice
• Communicating with you about your account, products, and services
• Personalizing your experience to better meet your needs
• Conducting research and analysis to improve our service offerings
• Meeting our legal and regulatory obligations

Your data helps us maintain a high level of service and ensures that we can respond to your inquiries and requests promptly.

We are committed to protecting your privacy and will not disclose your personal information without your consent, except in the following circumstances:

• To third-party service providers who assist us in delivering our services, such as IT support, payment processors, or compliance monitoring
• When required by law, regulation, or court order
• In connection with the sale or transfer of our business assets
• With your explicit consent or as directed by you

We ensure that any third parties with whom we share your information are also committed to protecting your data.

We implement robust security measures to protect your personal information from unauthorised access, misuse, or loss. These measures include encryption, access controls, and secure storage practices. While we strive to protect your data, please be aware that no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.

You have the right to access the personal information we hold about you and request corrections if necessary. If you believe that any information we have about you is incorrect or incomplete, please contact us, and we will take reasonable steps to rectify it. Regular updates to your information help us serve you better and ensure compliance with regulatory requirements.