Privacy Policy

Privacy Statement

We recognise the importance of protecting personal information collected by us.  We are committed to, and bound by law to comply with, the Australian Privacy Principles under the Privacy Act 1988 (Cth).

How We Collect Information

We collect information from a wide variety source including (but not limited to):

  • Our website.
  • Email and telephone communications.
  • In-person meetings.
  • Third-party service providers (with your consent).
  • Publicly available sources.

Collecting Personal Information About You

We collect and store personal information about clients and prospective clients so that we can provide a range of services. 

The types of information that we usually collect are:

  • The name, street and mailing address, date of birth, email address, telephone numbers, company and business names, financial information relevant to loan applications, employment details and any other information we deem necessary prevalent to your loan application.

How We Use and Disclose Your Personal Information

Unless you inform us, or you have previously advised us not to, your personal information may also be used by us for:

  • Informing you about our services and providing you with the services you have requested.
  • Helping us to conduct business with you.
  • Provide and manage our financial services.
  • Assess and process loan applications.
  • Communicate with you about our services.
  • Comply with legal and regulatory obligations.
  • Improve our customers experience and services.

If you do not want us to contact you or send you information, please us know.

We may also disclose your personal information to:

  • Lenders and financial institutions
  • Credit reporting agencies
  • Our professional advisors (e.g., accountants, lawyers)
  • Regulatory bodies as required by law​
  • Unless you inform us not to, anyone acting on your behalf as your financial advisor or accountant.

Other than for the purposes above, we will not disclose your information without your consent, or as required or authorised by law.

Accessing and Maintaining Your Personal Information

In most cases you can quickly gain access to any personal information that we hold about you.  If you want to access information we hold about you, you should request that information in writing to us.

We aim to ensure that the information we hold about you is accurate, complete and up to date.

Protecting Your Personal Information

We store information in hard copy and/or electronic form.  We take all reasonable care to ensure the personal information about you is protected from loss, misuse or alteration.

Refusing to Provide Personal Information

You can refuse to provide us with your personal information.  If you do refuse to provide us with information, however, we may not be able to assist you in certain circumstances.

Complaints

If you have a complaint about how we handle your personal information, please contact us. We will investigate your complaint and respond to you in a timely manner. Contact details for any such complaints may be made below:

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