Privacy Policy

Last updated: 3 September 2024

1. Introduction

Australis Asset Advisory Group ("we", "us", "our") is committed to protecting your privacy and managing your personal information. By using the Australis Asset Advisory website, you consent to the data practices described in this statement.

2. Collection of Personal Information

We collect personal information necessary for our business functions and activities, including:

• Identifying information (e.g., name, date of birth)
• Contact details (e.g., address, email, phone number)
• Financial information
• Employment details

We collect personal information directly from you, through our website, emails, or telephone interactions.

By using the Australis Asset Advisory website, you consent to the data practices described in this statement.

3. Use and Disclosure of Personal Information

We use your personal information to:

• Provide our services
• Manage client relationships
• Comply with legal obligations

We may disclose your personal information to:

• Service providers who assist us in our operations
• Legal and regulatory bodies as required by law
• Other third parties with your consent

Australis Asset Advisory does not sell, rent or lease its customer lists to third parties. Australis Asset Advisory may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you.

Australis Asset Advisory does not use or disclose sensitive personal information, such as race, religion, or political affiliations.

4. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. This includes implementing physical, electronic, and managerial procedures to safeguard and secure the information we collect.

5. Access to and Correction of Personal Information

You have the right to access the personal information we hold about you and request corrections if necessary. To do so, please contact us using the details provided below.

6. Cookies and Website Usage

Our website may use cookies to enhance your user experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer.

7. Cross-Border Disclosure

We do not typically disclose personal information to overseas recipients. However, if we do, we will take steps to ensure the recipient complies with the APPs or equivalent privacy laws.

8. Complaints

If you have a complaint regarding our handling of your personal information, please contact us. We will investigate and respond to your complaint promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will be available on our website.

10. Contact Us

For any questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Australis Asset Advisory Group [email protected] 1300 222 477