Information We Collect

When you use our financial analysis platform, we collect information that helps us provide better investment insights and professional services. This includes data you provide directly and information we gather to improve your experience.

• Personal details like name, email address, and professional information when you create an account
• Financial data and investment preferences you share for analysis purposes
• Usage patterns and platform interactions to enhance our analytical tools
• Communication records when you contact our support team
• Technical information including IP address, browser type, and device details

How We Use Your Information

Your data helps us deliver personalised financial insights and maintain the high standards our investment professionals expect. We're committed to using information responsibly and transparently.

Primary Uses

• Generating customised financial reports and investment analysis
• Providing technical support and responding to your inquiries
• Sending important updates about our platform and services
• Improving our analytical algorithms and user interface
• Ensuring platform security and preventing unauthorised access

Communications

We'll send you essential service notifications and updates about your account. You can opt out of marketing communications anytime, but we'll still need to send important service-related messages.

Data Sharing and Disclosure

We don't sell your personal information. Period. However, we do share data in specific circumstances to provide our services and meet legal obligations under Australian law.

• With trusted service providers who help us operate our platform securely
• When required by Australian Securities and Investments Commission (ASIC) or other regulatory bodies
• To comply with court orders, subpoenas, or other legal processes
• With your explicit consent for specific business purposes
• In anonymised, aggregated form for industry research and benchmarking

All third-party service providers sign strict confidentiality agreements and must meet our security standards before accessing any client data.

Data Retention and Storage

We store your information securely in Australia and retain it only as long as necessary for business purposes or as required by Australian regulations.

Your Rights Under Australian Privacy Law

The Privacy Act 1988 gives you specific rights regarding your personal information. We respect these rights and have processes in place to help you exercise them.

Access and Correction

You can request access to your personal information at any time. If you find any errors, we'll correct them promptly at no charge.

Data Portability

Want to move your data elsewhere? We can provide your information in a commonly used, machine-readable format.

Complaints Process

If you're concerned about how we've handled your information, contact our Privacy Officer first. If you're not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner.

Security Measures

Protecting your financial data is our top priority. We use industry-standard security measures and regularly review our practices to stay ahead of emerging threats.

• 256-bit SSL encryption for all data transmission
• Multi-factor authentication for account access
• Regular security audits and penetration testing
• Restricted access controls for our team members
• Automated monitoring for suspicious account activity
• Secure data centres with 24/7 physical security

Despite our best efforts, no system is completely secure. If we detect any data breach that might affect you, we'll notify you and relevant authorities within 72 hours as required by Australian law.

Cookies and Tracking

Our platform uses cookies and similar technologies to improve your experience and provide personalised financial insights.

Essential Cookies

These keep you logged in and remember your preferences. They're necessary for the platform to work properly.

Analytics Cookies

We use these to understand how you interact with our platform and identify areas for improvement. You can disable these in your browser settings.

Third-Party Integration

Some features integrate with external financial data providers. These integrations may set their own cookies, which are governed by their respective privacy policies.

Changes to This Policy

We review this privacy policy annually and update it when necessary to reflect changes in our practices or Australian privacy law.

When we make significant changes, we'll notify you by email and display a notice on our platform for 30 days. Minor updates will be reflected in the "Last Updated" date below.