We collect personal information from our clients, customers of our clients, our suppliers,
employees, contractors and job applicants. The types of personal information we may collect include contact information (such as your name, date of birth, address, email address, telephone number, fax number, emergency contact information), details and copies of your identity documentation (including photo IDs), licences (including Driver and industry licencing), banking details, age, gender, residency status, marital status, number of dependents, occupation, professional affiliations, financial goals, and Personal Finance Information.
“Personal Finance Information” includes:
If you are using our services together with or on behalf of any other person (for example, your spouse, relative or friend), you must provide us with personal information of such persons’ only with their prior consent. You hereby warrant that by providing us with personal information of any third person you have obtained all necessary consents.
Investmentor collects personal information from or about you in order to enable you to access information and features contained on this website, when you contact us (e.g., call us, send us an email or interact with us) and otherwise receive products and services we provide. We may keep and use your personal information in order to provide you with our service and ongoing support, to respond to your requests and inquiries, to bill you for products/services you purchased and for the associated purposes. We may also use the personal information we collect when we refer you to one of our referral partners (e.g. mortgage brokers, conveyancers, insurance brokers or other third party suppliers) in order for these suppliers to provide services to you. We may contact you with information that might be of interest to you, or to seek your opinion on products and services of ours or others and to research, develop and improve programs, products, services and content. Personal information collected online may be combined with information you provide to us through other sources. Lastly, we may use your personal information to protect our rights or property, or to protect someone’s health, safety or welfare, and to comply with a law or regulation, court order or other legal process.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Investmentor websites you visit.
To enable us to maintain a successful business relationship with you and only with your prior consent and authority, we may disclose your personal information to other third parties such as our Related Bodies Corporate (as defined by the Corporations Act 2001 (Cth)), mortgage brokers, financiers, financial planners, accountants, surveyors, valuers, buyer’s agents and legal and other professional advisors.
We may disclose your personal information to external service providers that provide administrative and other services to us, including third party payment processors as well as data hosting and technology firms. Some of our external service providers and suppliers are located outside Australia. Those recipients are likely to be in North America and the European Union.
If you are providing us a review or video testimonials, you will be asked to provide specific consent and waiver to authorise us to use those materials for our marketing and other promotional activities on our website and other social media platforms deem appropriate and necessary by Investmentor.
We will not sell, exchange or publish your personal information, except in conjunction with a corporate sale, merger, dissolution, or acquisition. For certain types of transactions, in addition to our direct collection of information, our third-party service vendors (such as credit card companies, clearinghouses and banks) who may provide such services as credit and insurance may collect personal information directly from you to assist you with your transaction.
We do not control how these third parties use such information, but we do ask them to disclose how they use your personal information before they collect it. We may be legally compelled to release your personal information in response to a court order, subpoena, search warrant, law or regulation. We may cooperate with law enforcement authorities in investigating and prosecuting web site visitors who violate our rules or engage in behavior, which is harmful to other visitors (or illegal).
We may disclose your personal information to third parties if we believe that the disclosure is necessary to protect our rights or property, protect someone’s health, safety or welfare, or to comply with a law or regulation, court order or other legal process. As discussed in the section on cookies and other technologies, from time to time we may allow a third party to serve advertisements on this web site.
We will take reasonable steps to protect your personal information by storing it in a secure environment. We will also take reasonable steps to protect any personal information from misuse, loss and unauthorised access, modification or disclosure. Personal data on servers operated by cloud service providers are protected by the appropriate safeguards, which are incorporated into our agreements with such cloud service providers.
Only authorized personnel and third party vendors have access to your personal information, and these employees and vendors are required to treat this information as confidential. Despite these precautions, we cannot guarantee that unauthorized persons will not obtain access to your personal information.
Investmentor only retains personal information for periods required by law and/or its business operations. After such time, we will either delete or de-identify your information or, if this is not possible (for example, because the information has been stored in backup archives), then we will securely store your information and isolate it from any further use until deletion and/or de-identification is possible. We retain any information that you provide to us in signing up to the membership or during the membership, for as long as your membership is active and a reasonable period thereafter in case you decide to re-activate the membership. We also retain some of your information as necessary to comply with our legal obligations, to resolve disputes, to enforce our agreements, to support business operations, and to continue to develop and improve our services. Where we retain information for service improvement & development or analytical purposes, we take steps to eliminate information that directly identifies you, and we only use the information to uncover collective insights about the use of our services, not to specifically analyze personal characteristics about you.
Our website may contain links to third party websites (Advertiser(s)). We do not operate these websites and therefore are not responsible for the collection or handling of personal information by the operators of these websites.
It is important to us that the personal information we hold about you is accurate and up to date. During the course of our relationship with you we may ask you to inform us if any of your personal information has changed, however we will generally rely on you to ensure the information we hold about you is accurate and complete. Please contact us if you believe that the information we hold about you requires correction or is out-of-date.
Under the Australian Privacy Principles, you may be able to obtain a copy of the personal
information that we hold about you. The Australian Privacy Principles provide some exceptions to your rights in this regard. To make a request to access this information, please contact us in writing to one of the contact addresses below. We will require you to verify your identity and specify what information you require. We may charge a reasonable fee to cover the cost of verifying the application and locating, retrieving, reviewing and copying any material requested. We may charge you a reasonable fee for producing a copy of your personal information to you.
We will endeavour to respond to your written requests within 30 business days after a request is
received by us.
We will only engage in direct marketing practices in accordance with the law. You may unsubscribe from mailing lists or any registrations on the web site.
To do so, please either follow instructions on the page of the web site on which you have provided such information or subscribed or registered or contact us at email@example.com.
In addition to the Privacy Act, individuals located in the European Union (EU) may also have rights under EU based rules known as the General Data Protection Regulation (GDPR). The key obligations under the GDPR include Notice, Individual Rights, and Retention. Each user has a right of confirmation (to confirm whether or not Personal Information concerning the user is being processed), access (the right to request what Personal Information is stored about the user and obtain a copy of that said information), erasure (the right to request that any Personal Information concerning the user be erased without delay when no longer required, or when the user withdraws consent), rectification (the right to rectify any inaccurate information concerning the user), portability (the right to receive the Personal Information concerning the user, which was provided to us, in a readable format), object (the right to object the processing of the Personal Information concerning the user unless we can demonstrate compelling legitimate grounds for the processing which overrides the interests, rights, and freedoms of the user/data subject, or for the establishment, exercise or defence of legal claims), restriction of processing (the right to restrict processing where the accuracy of the Personal Information is contested by the user/data subject for a period enabling the controller to verify the accuracy of the Personal Information; or the processing is unlawful and the user/data subject opposes the erasure of the Personal Information and requests instead the restriction of their use instead; or we, the controller, no longer need the Personal Information for the purposes of the processing, but they are required by the user/data subject for the establishment, exercise or defence of legal claims), as set out in Articles of the General Data Protection Regulations of the EU.
If you have any questions about privacy at any websites operated by Investmentor or about our
website practices, please contact us at firstname.lastname@example.org.
If you believe that Investmentor has breached one or more of its privacy obligations, your
complaint (including a summary of the privacy concern or alleged breach and copies of any
relevant documentation) shall be addressed to one of the contacts provided in the “Contact us”
section below. We will investigate the complaint and will endeavor to respond to you within 30
business days. We will take immediate steps to redress proven privacy concerns or breaches.
If you do not receive a response from us after 30 days or if you are not satisfied with the response, you can then lodge a complaint with the OAIC (telephone: 1300 363 992 | at www.oaic.gov.au).
Address: 2 Ada Avenue, Brookvale, NSW 2100 Australia | T: 1800 463 686| E: email@example.com.
All contents published on this website or otherwise made available by InvestMentor Pty Ltd to you is
general information only and is intended to help you in understanding the products and services offered
by InvestMentor Pty Ltd. The information does not take into considerations of any particular investment
objectives or financial situation of any potential reader. It does not constitute, and should not be relied
on as, financial, investment, legal or any other professional advice or recommendations both expressed
or implied. It should not be used as an invitation to take up any investments or investment services.
You are advised to do your own due diligence when it comes to making financial and investment
decisions and should use caution and seek the advice of qualified professionals such as accountant,
lawyer, or other professional advisors before acting on this or any information. Investmentor Pty Ltd, its
employees or contractors do not represent or guarantee that the information is accurate or free from
errors or omissions and therefore provide no warranties or guarantees. You may not consider any
examples, documents, or other content on the website or otherwise provided by us to be the equivalent
of professional advice. Nothing contained on the website or in materials available for download on the
website provides professional advice in any way.
Investmentor Pty Ltd disclaims liability and assumes no responsibility for your use of the website and to the maximum extent permitted by law you will release Investmentor Pty Ltd from any losses or damages resulting from your use of any link, information, or opportunity contained within the website or any information within it.
All contents published on this website or otherwise made available by Investmentor Pty Ltd to you is general information only and is intended to help you in understanding the products and services offered by Investmentor Pty Ltd. The information does not take into considerations of any particular investment objectives or financial situation of any potential reader. It does not constitute, and should not be relied on as, financial, investment, legal or any other professional advice or recommendations both expressed or implied. It should not be used as an invitation to take up any investments or investment services. You are advised to do your own due diligence when it comes to making financial and investment decisions and should use caution and seek the advice of qualified professionals such as accountant, lawyer, or other professional advisors before acting on this or any information. Investmentor Pty Ltd, its employees or contractors do not represent or guarantee that the information is accurate or free from errors or omissions and therefore provide no warranties or guarantees. You may not consider any examples, documents, or other content on the website or otherwise provided by us to be the equivalent of professional advice. Nothing contained on the website or in materials available for download on the website provides professional advice in any way.
Investmentor Pty Ltd disclaims liability and assumes no responsibility for your use of the website and you will indemnify Investmentor Pty Ltd against any losses or damages resulting from your use of any link, information, or opportunity contained within the website or any information within it.