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Privacy Policy

Privacy Policy – Beyond Broking Pty Ltd

Last updated: [Insert Date]

The privacy of your personal information is important to us. This Privacy Policy explains how Beyond Broking Pty Ltd (“we”, “our”, “us”) collects, uses, discloses, and protects your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. How We Collect Information

We may collect personal information when you:

  • Speak with us by phone, email, or in person.

  • Use our website or online forms.

  • Provide information as part of a loan, finance, or service enquiry.

The information we may collect includes:

  • Your name, address, email and phone number.

  • Employment and financial details (e.g. income, expenses, assets, liabilities).

  • Information required to assess loan or finance applications.

When we request information, we will tell you which details are essential and which are optional. If you do not provide certain optional details, our ability to assist you may be limited.

2. How We Use Your Information

We use your personal information to:

  • Conduct our business and provide services you request.

  • Complete transactions on your behalf.

  • Connect you with lenders and financial products.

  • Keep you informed about products, services, and offers (you can opt out anytime).

  • Support internal operations such as administration, planning, product development, and research.

3. Disclosure of Personal Information

We respect your privacy and do not sell or rent client information. We may share your details with:

  • Lenders, agents, and service providers directly involved in your transaction.

  • Third parties only to the extent necessary for our business operations.

  • Legal or regulatory bodies if required by law.

When we share your information, we ensure it is treated confidentially and used only for the agreed purpose.

4. Access and Correction

You can request:

  • A list of the personal information we hold about you.

  • Copies of your information.

  • Correction of inaccurate or incomplete details.

We will respond within 30 days. A reasonable fee may be charged to cover administrative costs.

5. Data Security

We take reasonable steps to protect your information from misuse, loss, or unauthorised access. This includes:

  • Password-protected computer systems, firewalls, and restricted access.

  • Staff training and confidentiality obligations.

  • Secure destruction or de-identification of information when it is no longer required.

6. Retention of Information

We will retain your personal information only as long as it is necessary for business purposes or as required by law. After this, it will be securely destroyed or de-identified.

7. Complaints and Contact

If you have any questions, requests, or concerns about your personal information, please contact us:

Beyond Broking Pty Ltd
Phone: 1300 GO BEYOND (1300 462 396)
Email: enquiries@beyondbroking.net.au

We will acknowledge your complaint promptly and aim to resolve it within a reasonable timeframe.

8. Disclaimer

This page provides general information only and does not consider your individual objectives, financial situation, or needs. It is not legal, tax, or financial advice. You should seek independent advice before acting.

All finance products are subject to lender terms, conditions, fees, charges, and eligibility criteria.

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