The Property Advisory – Privacy Policy
The Property Advisory Group (Australia) Pty Ltd and its related entities, including TPA IM Pty Ltd, (together “TPA”, “we”, “our”) are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
As we hold an Australian Financial Services Licence (AFSL), we are also required to meet additional obligations under the Corporations Act 2001 (Cth), ASIC guidance, and related financial services laws.
Information We Collect
We may collect personal information such as your name, email address, phone number, postal address, and investment preferences.
In the course of providing financial services, we may also collect sensitive financial information, such as bank details, investment objectives, risk profiles, and identification documents (for Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) purposes).
How We Use Your Information
We use your information to provide services, respond to enquiries, and send marketing communications (with opt-out options).
We also use your information to comply with our AFSL obligations, including verifying identity under AML/CTF laws, assessing suitability of financial products, and maintaining accurate investor records.
We will not use your information for purposes unrelated to our financial services without your consent.
Sharing Your Information
We may share your information with service providers who assist us, and with regulators when required by law.
Where required, we may share information with regulators such as ASIC or AUSTRAC to meet our AFSL and AML/CTF obligations.
If we use service providers located overseas (for example, secure cloud platforms), we will take reasonable steps to ensure they comply with Australian privacy standards.
Security of Your Information
We take reasonable steps to protect your information from misuse, interference, loss, unauthorised access, modification, or disclosure.
We apply additional safeguards for financial and identification information, given our AFSL obligations, including restricted staff access and secure encrypted storage where appropriate.
Complaints
If you have any concerns about how we handle your personal information, please contact us. If you are not satisfied with our response, you may refer the matter to the Office of the Australian Information Commissioner (OAIC).
If your concern relates to our financial services, you may also lodge a complaint with the Australian Financial Complaints Authority (AFCA), of which we are a member. Their contact details are available at www.afca.org.au or 1800 931 678.
These obligations apply across our AFSL-related entities, including TPA IM Pty Ltd.
Cookies
Our website uses cookies and similar technologies to enhance your experience and collect usage data. You can set your browser to refuse cookies, though some site features may not function properly.
Best Endeavours
While we take all reasonable steps to protect your information and to comply with our obligations, such measures are undertaken on a best endeavours basis, and absolute security cannot be guaranteed.