Privacy Policy Statement

This document describes how your personal data is collected, used, and protected when you engage with our services.

Information We Collect

We collect information you provide and data generated by your use of our site.

• Contact details, including name, email address, and phone number.
• Account details for accessing our secure platform.
• Records of your communication with our advisors.
• Usage data, such as website activity and preferences.

How We Use Your Data

Your information is used to provide and improve our services.

• Respond to your enquiries and provide ongoing support.
• Personalise your experience on our secure platform.
• Maintain account security and prevent unauthorised access.
• Conduct analytics to enhance service quality.

Legal Basis for Processing

Data is processed according to applicable Australian privacy laws.

We process your data to fulfil our contract, comply with legal obligations, and pursue legitimate business interests, such as service improvement and security.

Information Sharing

Your information is kept confidential except as required by law or authorised by you.

• Disclosures to regulatory or legal authorities as required.
• Trusted third-party service providers under strict confidentiality.
• With your explicit consent for other uses or transfers.

Data Security

We use technical, administrative, and physical safeguards to protect your information. Access is limited to authorised personnel, and regular reviews ensure our systems remain secure. However, no system is entirely immune from risks.

Your Privacy Rights

You may access, update, or request deletion of your personal data.

• Request access to your stored information.
• Ask for corrections or updates to your data.
• Withdraw consent or request deletion where applicable.
• Lodge complaints with relevant privacy authorities.

Cookies and Tracking

Cookies support site functionality and analytics. You may manage preferences in your browser.

Read our Cookie Policy Read our Cookie Policy

Contact for Privacy Queries

If you have privacy questions or wish to exercise your rights, contact us below.

Policy Changes

We may update this policy periodically. Please check the effective date for the latest version.