Privacy policy

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 We are required to comply with all applicable privacy legislation in the jurisdictions in which we conduct our business.

Adviser Mate Pty Ltd is ("AdviserMate", "us" or "we") committed to protecting the personal information we hold.

This privacy notice describes the type of information we collect, how we use and disclose it and how we protect that information. By providing us with your information, you consent to us collecting, using, disclosing and transferring that information as set out in this privacy notice..

Information collected

Occasionally, we may ask you to provide personal information. This usually occurs when you sign up for a product, or when you seek a service or information from us, like requesting a product factsheet or a demo of our offerings.

The types of personal information we might gather include:

General

· Your full name;

· Your professional title and employer details;

· Your residential or work address;

· Contact numbers and email addresses;

· Date of birth;

· Banking details for transactions;

· Educational background and employment history in applications you submit;

· Usernames and passwords for our online services;

· Data about your internet-connected device and usage patterns, such as IP address, operating system, and browser type.

While most of the information we collect comes directly from you, there are instances where we may acquire information from external sources, such as service providers or information service agencies.

Use of information

We collect your information, which may be used by us for the following purposes:

· To confirm your identity;

· To comply with our legal and regulatory responsibilities;

· To enable your access to our online products, website, or certain services;

· To enhance and evolve our website, online products, and services;

· To analyse user demographics and usage of our website and online products;

· For administrative purposes and managing client relationships;

· To address inquiries, respond to comments, and handle requests or queries you make, including job applications;

· For communication with shareholders and investors, adhering to ASIC or other regulatory requirements;

· To oversee financial aspects;

· To issue invoices or reminders, inform you about changes to our online products or services, and any other related or supporting purposes.

We may retain your information for a necessary duration to fulfil these objectives.

Sharing of information

We may disclose your personal information to:

· Entities within our corporate group;

· Our employees, subcontractors, agents, and advisors who require this information to assist in operating our business, maintaining this website, or providing associated services;

· Subcontractors, suppliers, and advisors as needed for delivering our online products or services;

· Third-party vendors for fulfilling third-party data payment obligations;

· Parties deemed necessary to comply with our legal and regulatory responsibilities and/or to enforce our contractual rights.

If we plan to share your personal data with parties not mentioned above, we will seek your permission first, unless the data is anonymised (meaning it does not identify individuals), in which case we may share it without prior consent.

By submitting your personal data, you consent to its transfer, storage, and processing as outlined here. We commit to taking all appropriate measures to ensure that your data is secured and handled in accordance with this privacy notice.

Use of cookies

Please see our cookies policy.

Marketing

Your information may be shared with our business partners for promotional activities, or we may inform you about products and services from other organisations. We may contact you via post, phone, fax, email, or other electronic communication means with propositions of products, services, or information that you might find useful. By supplying your contact information, you agree to be contacted in these ways for such purposes. If you prefer not to receive marketing material from any companies in our group or our business partners (apart from the website about which you've requested information), you can opt out on the respective form where we gather your data, or you can get in touch with us using the contact details below.

Security

We take appropriate steps and maintain electronic, physical, procedural and organisational safeguards using industry standard techniques and controls to protect the information we hold (including your personal information) from misuse, loss, unauthorised access, modification or disclosure.

Changes

We reserve the right, at our discretion, to change, modify, add or remove portions from this policy at any time so we encourage you to review this privacy policy regularly.

Third Party Sites

Our website may include links to external websites, such as social media platforms and widgets. We do not hold responsibility for the content or privacy practices, including cookie deployment, of these external sites. We urge you to review the privacy notices and policies of these websites thoroughly before sharing your information with them.

Access and correction

You are entitled to access and request amendments to, as well as obtain copies of, the personal information we maintain about you. We might monitor or record interactions with us for quality assurance and training reasons.

Data Retention and past employees

We will keep your personal information only as long as necessary for the purposes for which it was collected, including meeting legal, accounting, or reporting obligations. You can request information about different retention periods for your personal data. The appropriate retention period is determined by considering the volume, nature, and sensitivity of the data, the risk of harm from unauthorised use or disclosure, the reasons we process your data and if those objectives can be achieved by other means, and legal requirements.

Under certain conditions, we may anonymise your personal data so it cannot be linked to you, allowing us to use it without further notification. After your tenure as an employee, worker, or contractor with the company ends, your personal information will be retained and securely disposed of in line with our data retention policy.

Right to Withdraw Consent

If you have given consent for the collection, processing, and transfer of your personal information for a specific purpose, you hold the right to retract this consent at any point. To withdraw your consent, contact support@advisermate.com.au. Upon receiving notice of your withdrawal, we will cease processing your data for the initially agreed purposes, unless we possess a different legitimate legal reason to continue.

Contact

If you have any questions or comments about this privacy notice, or any concerns about our handling of your personal information, please contact using the contact details below.

If you wish to make a formal complaint, please make your complaint in writing or by email. We will consider your complaint promptly and contact you to seek to resolve the matter.

Adviser Mate Pty Ltd

U1/85 Oakleigh Road, Carnegie VIC 3163

Phone: +61 414 664 969

Email: support@advisermate.com.au