Privacy Policy

Your information, handled with care.

We treat your personal and financial information seriously. This page explains what we collect, why, and what your rights are.

What we collect

We collect personal information you provide directly — name, contact details, income, expenses, identification documents and details about the finance you're seeking. We may also receive information from credit bureaus and lenders when you authorise us to.

Why we collect it

To assess your finance needs, prepare and submit applications to lenders, comply with our legal obligations under Australian credit and AML/CTF law, and to communicate with you about your application.

Who we share it with

Lenders you authorise us to submit your application to, credit bureaus where required, our aggregator (Connective), and government bodies where legally required. We do not sell your information.

Storage and security

Sensitive documents are stored in our secure client portal with encryption at rest and in transit. Access is limited to staff working on your file.

Your rights

You can request access to the information we hold about you, ask us to correct it, or ask us to delete it (subject to legal retention requirements). Email us to make a request.

Complaints

If you're not happy with how we've handled your privacy, please contact us first so we can try to resolve it. You can also lodge a complaint with the Office of the Australian Information Commissioner (oaic.gov.au).

Get in touch

Questions about privacy? Get in touch and we'll respond promptly.

This policy is provided as a general overview. A formal Privacy Policy is available on request.

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