Privacy Policy

SBR Financial Pty Ltd (referred to as “we”, “us”, or “our”) respects your privacy and is committed to protecting your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

This policy explains how we collect, use, disclose, and store your information, and how you can access or correct your information or make a complaint.

1. What Personal Information We Collect
We may collect personal information including, but not limited to:
• Your name, date of birth, contact details, and identification documents
• Financial details, income, employment, and credit history
• Business information where applicable
• Information relevant to the services we provide you

2. How We Collect Your Personal Information
We collect information:
• Directly from you, whether in person, by phone, by email, or via our website
• Through applications, forms, and other documentation you provide
• From third parties with your consent (e.g., accountants, brokers, or service providers)
• From publicly available sources

3. Why We Collect Your Information
We collect your personal information so we can:
• Provide you with financial, business, or related advisory services
• Assess your needs and offer appropriate solutions
• Facilitate referrals to third-party service providers where required
• Comply with our legal and regulatory obligations
• Manage our business relationships and communication with you

4. Disclosure of Your Personal Information
We may share your personal information with:
• Our business consultants, advisors, and professional service providers when necessary to deliver services or advice relevant to your needs
• External parties we collaborate with where your requirements fall outside our expertise
• Trusted third parties who may send you updates, offers, or marketing material about products or services that may benefit you

All third parties are required to comply with applicable privacy laws when handling your information. You can opt out of receiving direct marketing communications at any time by contacting us or following the unsubscribe instructions in any message.

We will not sell your personal information to unrelated third parties.

5. Storage and Security of Your Personal Information
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access or disclosure. Your information is stored securely in physical and electronic formats.

6. Access to and Correction of Your Information
You have the right to request access to the personal information we hold about you and request correction if it is inaccurate, incomplete, or out of date. Please contact us in writing, and we will respond within a reasonable timeframe.

7. Complaints and Concerns
If you have any concerns about how we handle your information or believe we have breached your privacy rights, please contact us. We will investigate your complaint and respond within a reasonable time.

8. Contact Us
SBR Financial Pty Ltd
Level 4, 75 Pitt Street, Sydney, NSW
Phone: 02 42843782
Email: admin@sbrfinancial.com.au

9. Changes to This Privacy Policy
We may update this policy from time to time. The latest version will always be available on our website.