Privacy Policy

Dedicated to protecting your personal data and privacy — from secure information handling to transparent data practices.

 

1. Overview

At Property Portfolio Strategist, we understand that your privacy is paramount. This policy outlines how we manage personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). By using our website and services, you consent to the data practices described in this statement.

2. Information We Collect

As a property strategy firm, we collect information necessary to provide tailored investment advice. This includes:

  • Personal Details: Name, email, phone number, and residential address.

  • Financial Profiles: Information regarding your borrowing capacity, current property assets, and investment goals.

  • Identity Verification: Details required for anti-money laundering (AML) compliance and contract preparation.

  • Technical Data: IP address and cookies to improve your browsing experience.

3. How We Use Your Information

We use your data to:

  • Develop and execute your property investment strategy.

  • Coordinate with our network of trusted builders, mortgage brokers, and conveyancers.

  • Provide you with market updates and specific property opportunities.

  • Ensure all legal and regulatory requirements for property transactions are met.

4. Disclosure to Third Parties

We do not sell or rent your data. We only share information with third parties when it is essential to your property journey, such as:

  • Professional Partners: Mortgage brokers, solicitors, and building inspectors.

  • Government Authorities: For stamp duty assessment and land title registrations.

  • Service Providers: Encrypted CRM and storage systems used to manage your portfolio securely.

5. Data Security

We take reasonable steps to protect your personal information from misuse, interference, and loss. Your data is stored in secure, password-protected electronic environments and protected by SSL encryption during transmission.

6. Access and Correction

Under the APPs, you have the right to access the personal information we hold about you and request corrections if the data is inaccurate or out of date. To make a request, please contact our Privacy Officer.

7. Contact Us

If you have questions about this policy or wish to make a complaint regarding your privacy, please reach out to us:

Property Portfolio Strategist 470 St Kilda Road,

Melbourne VIC 3004

Email: admin@propertyportfoliostrategist.com.au

Phone: +61 434 850 632