Privacy Notice: Broker Success

Your personal information is of a private nature, and we at Broker Success respect and value its confidentiality. We are committed to taking all reasonable measures to ensure your details are kept strictly confidential. We will not disclose any personal information about you to anyone outside of our organisation without your permission, except on a need-to-know basis to our approved partners and during the ordinary course of our business. Third parties are strictly prohibited from using your personal information for any other purposes without your consent.

We hold an Australian Credit Licence (No 460275) and adhere to strict data compliance in line with our obligations. Protecting your personal information is an integral part of our relationship with you. We have outlined our privacy policy, which applies to any personal information you provide to us.

Collection of Personal Information

If you acquire or have acquired a product or service from Broker Success, we may collect your personal information to:

• Provide and/or administer a product or service.

• Maintain your contact details and relationship with us.

• Comply with our legal obligations

The types of personal information we generally collect include:

• Personal details (e.g., name, address, contact details, date of birth, gender, marital status, dependents)

• Employment and income details

• Financial position and interests

• Previous rental history and references

• Any other information deemed necessary by Broker Success

Where reasonable and practicable, we collect your personal information directly from you. This may occur when you fill out forms, provide information via email, telephone, or in person, participate in events or promotions, or through our website. We generally do not collect sensitive information unless required by law or as part of providing or administering a product or service to you.

In some instances, your personal information may be provided to us by family members, friends, representatives, agents, referral partners, or other third parties. We will take reasonable steps to inform you of this collection unless it is obvious that you are aware of or would expect us to have such information.

Use and Disclosure of Personal Information

We may use and disclose your personal information to:

• Provide and/or administer a product or service.

• Promote opportunities of interest to you.

• Maintain your contact details and relationship with us.

• Comply with our legal obligations

• Any other related purpose reasonably expected

We may share your personal information within the Broker Success Group as required to serve your financial needs effectively and promote relevant opportunities. We may also disclose your information to other organisations in connection with the products or services you undertake with us, including:

• Other mortgage intermediaries, lenders, valuers, mortgage insurers, and surveyors

• Accountants and credit reporting agencies

• Legal representatives

• Insurance providers and underwriters

• Superannuation funds

• Real estate agents, builders, and utility providers

• Other property managers and relevant professionals

• Executors, trustees, and appointed attorneys

• Records management and data service providers

In certain situations, we may be required by law to disclose your personal information to:

• Courts or Tribunals

• The Australian Taxation Office

• Centrelink or other government bodies

• Any other legally enforceable demand on broker success

We may also disclose your information to external product or service providers that we have a business relationship with, enabling them to contact you about services we believe may interest you. Before disclosing your information, we will notify you of their services and provide an easy way to opt out of communications. We take steps to ensure that these third parties are bound by privacy and confidentiality obligations in relation to your personal information.

Generally, we will not disclose your personal information to overseas recipients unless required to comply with our legal obligations, such as in cases where you are a foreign resident and a tax authority in your country requests the information under Australian law.

Storage and Security of Personal Information

Your personal information may be stored in paper form in our offices, as well as with third-party providers of records management services. Electronic copies of your information may also be stored on servers located in our offices, with backup copies potentially stored within Australia or overseas, including in Singapore.

In our offices, we take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. This includes:

• Confidentiality agreements for all employees

• Controlled access to systems and files

• Security measures for building access

We also ensure that third-party service providers involved in storing personal information have appropriate security measures in place.

Destruction of Personal Information

We take reasonable steps to destroy or permanently de-identify your personal information when it is no longer needed by law or for the purposes for which it was collected.

Marketing Information

We may use your personal information to provide you with information about our products, services, special offers, and other relevant updates. If you do not wish to receive such information, you can opt out at any time by contacting us via:

• Phone: 1300 314 993

• Email: support@brokersuccess.com.au

• Address: Suite 412, 434 St Kilda Road, Melbourne VIC 3004

We will promptly process your request to stop receiving marketing communications.