Privacy Policy Overview

We’re committed to protecting your personal information in compliance with Australian privacy laws. This policy explains what information we collect, how it is used, and your rights regarding your data.

Information we collect

We only collect information required for your engagement and portfolio review.

• Personal details such as name, contact information and preferences relevant to our services.
• Portfolio-related documents and information provided directly by you for review purposes.
• Technical data, such as device type and browsing activity, only as necessary for service delivery.
• Communication records from your interactions with our team, securely stored.

How we use your information

Your data is strictly used to provide our independent review and improve your experience.

• Delivering your requested review and responding to specific enquiries.
• Communicating results, clarifications or updates regarding your portfolio analysis.
• Internal compliance audits and service improvement efforts, fully anonymised as needed.
• Meeting all Australian legal and regulatory obligations for data privacy and security.

Legal basis for processing data

We process data under Australian law and only when necessary for your service.

Processing is based on your consent and legitimate interest in receiving unbiased analysis. Where legally necessary, we seek your explicit approval at each collection point.

Data sharing

Your data will never be sold or shared without your express consent.

• Service providers only access data to operate core systems, bound by confidentiality agreements.
• Regulatory authorities as required to comply with Australian laws and lawful requests.
• In the event of a legal requirement such as a court order, we share only the required information.

Data security

We implement high standards of security, protecting your data with encryption, restricted access, and regular audits. Only staff with a strict need-to-know can handle sensitive information, which is stored securely and never disclosed externally without consent.

Your rights

You may access, amend, or request deletion of your information at any time.

• Request a copy of the data we hold about you, at any stage of service.
• Correct or update any errors in your personal or portfolio information.
• Request deletion of your data, subject to regulatory or compliance obligations.
• Withdraw consent for processing your information at any time, unless otherwise required by law.

Cookies and tracking

Our website employs cookies solely for essential functionality and anonymous analytics. You can manage or delete cookies through your browser at any time. See our Cookie Policy for complete details.

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Contact us

Have a privacy concern? Contact our dedicated privacy officer by email, phone, or post. We respond to privacy enquiries promptly.

Policy changes and updates

The Privacy Policy may be updated to reflect changes in law or our operations. We will post an updated date whenever changes are made.