Information We Collect

We collect information that helps us provide better investment analysis services to our Australian clients. This includes data you provide directly and information gathered through your interactions with our platform.

How We Use Your Information

Your information helps us deliver personalized investment analysis and maintain the quality of our services. We process your data for several specific purposes.

• Providing investment analysis tools and generating personalized portfolio recommendations based on your financial goals
• Communicating important updates about market conditions, new features, and educational content relevant to your interests
• Ensuring platform security by monitoring for unauthorized access and protecting against fraudulent activities
• Improving our services through analysis of user behavior and feedback to enhance the investment analysis experience
• Complying with Australian financial regulations and maintaining accurate records as required by law
• Processing customer support requests and resolving technical issues you may encounter

Data Storage and Security

We take data protection seriously and have implemented multiple layers of security to protect your information. Our systems are designed to meet Australian privacy standards and international best practices.

Your data is stored on secure servers located in Australia, with encrypted transmission and storage protocols. We regularly update our security measures and conduct audits to ensure your information remains protected. Access to personal data is strictly limited to authorized staff members who need it to provide our services.

We maintain backups of your data to prevent loss, but these are also secured with the same level of protection as our primary systems. In the unlikely event of a security incident, we will notify affected users within 72 hours and take immediate steps to address any vulnerabilities.

Sharing Your Information

We share your information only in limited circumstances and always with your privacy protection as our priority. We do not engage in broad data sharing or selling practices.

• With trusted service providers who help us operate our platform, such as cloud hosting services and payment processors, under strict confidentiality agreements
• When required by Australian law, such as responding to court orders or regulatory investigations
• To protect our rights or the safety of our users, such as preventing fraud or investigating security breaches
• In connection with a business merger or acquisition, where your data would be transferred under the same privacy protections

Any third parties we work with are required to maintain the same level of data protection we provide. We carefully vet our partners and regularly review their security practices to ensure your information remains safe.

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information. We've made it easy to exercise these rights through our platform or by contacting our support team.

To exercise any of these rights, simply send us an email with your request. We'll respond within 30 days and verify your identity before making any changes to protect your account security.

Cookies and Tracking

We use cookies to improve your experience on our platform and provide personalized investment analysis. These small files help us remember your preferences and understand how you use our services.

• Essential cookies that enable basic platform functionality like logging in and accessing your portfolio
• Analytics cookies that help us understand which features are most valuable to our users
• Preference cookies that remember your dashboard layout and analysis settings
• Security cookies that protect against unauthorized access and potential fraud

You can control cookie settings through your browser, but disabling certain cookies may limit some platform features. We don't use tracking cookies for advertising purposes or share cookie data with external advertising networks.

Data Retention

We keep your information only as long as necessary to provide our services and comply with legal requirements. Different types of data have different retention periods based on their purpose and regulatory requirements.

Account information and investment preferences are retained while your account is active and for seven years after closure, as required by Australian financial regulations. Usage analytics are kept for two years to help us improve our platform. Marketing communications preferences are maintained until you opt out or close your account.

When data reaches the end of its retention period, we securely delete it from our systems. If you close your account, we'll delete your personal information according to these schedules, though we may need to keep some records for legal compliance.

Changes to This Policy

We review and update this privacy policy regularly to reflect changes in our practices and legal requirements. When we make significant changes, we'll notify you through email or a prominent notice on our platform.

Minor updates, such as clarifications or contact information changes, will be posted here with an updated effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have questions about any changes or how they affect your account, our privacy team is available to explain the updates and address your concerns.