Privacy Policy

1. Information We Collect

To assess finance options and provide our services, we may collect personal and business information including (but not limited to):

• Your name and contact details (phone, email, address)
• Business name and ABN/ACN
• Business trading history and financial information
• Bank statements or accounting summaries
• Purpose and amount of funding requested
• Credit reports or credit score information (where authorised)

We will usually collect this information directly from you, but may also obtain information from third parties such as accountants, credit reporting bodies, or lenders where you have provided permission.

2. How We Use Your Information

We collect and use your information to:

• Assess your eligibility for finance products
• Prepare and submit finance applications on your behalf
• Communicate with relevant lenders and service providers
• Provide ongoing support, guidance and funding solutions

We may also be required to collect certain information to comply with legal and regulatory obligations, such as identity verification under Anti-Money Laundering and Counter-Terrorism Financing laws.

3. Disclosure of Your Information

To provide our services, we may need to share your information with trusted third parties, including:

• Lenders and financial institutions
• Credit reporting bodies
• Accountants, solicitors, and other professional advisers
• Bookkeepers or credit repair specialists (only if requested or agreed by you)
• Government or regulatory authorities (where required by law)

We will only disclose the information necessary for the service being provided and will not sell your information to external marketers.

4. If Information Is Not Provided

If you choose not to provide certain personal or business information, we may be unable to assess your eligibility for funding or provide the services you have requested.

5. Overseas Disclosure

Some service providers or data storage systems we use may operate outside Australia. Where this occurs, we take reasonable steps to ensure your information is stored and handled to Australian privacy standards.

6. Storage and Security

We take the security of your information seriously. We use secure systems and processes to protect your information from misuse, loss, unauthorised access, modification, or disclosure.

This includes:

• Secure digital storage
• Restricted staff access
• Encrypted document handling where appropriate

7. Website Cookies & Tracking

Our website may use cookies or similar tools to improve user experience and understand website traffic patterns. These tools do not identify you personally. You may manage or disable cookies through your browser settings if preferred.

8. Your Rights

9. Making a Privacy Complaint

If you believe your personal information has been mishandled, please contact us using the details below. We take all privacy concerns seriously and will respond promptly.

If your concern is not resolved, you may refer it to the Office of the Australian Information Commissioner (OAIC).