Privacy Policy for Digital Finance & Investments

Thank you for choosing Digital Finance & Investments. We are committed to safeguarding your privacy and ensuring the security of your personal information. This Privacy Policy outlines our practices concerning the collection, use, and disclosure of your information.

1. Information We Collect

We may collect and process the following categories of personal information:

• Contact Information: Names, addresses, email addresses, phone numbers, and other relevant details.

• Financial Information: Details related to your financial circumstances, income, assets, liabilities, and investment preferences.

• Identification Information: Government-issued identification numbers, passport details, and other information necessary for compliance with regulatory requirements.

• Transactional Information: Information about your transactions, including account balances, payment history, and account activity.

2. How We Use Your Information

We use your personal information for the following purposes:

• To provide financial services, including mortgage brokering, retail lending, business lending, commercial lending, investment banking and private wealth management.

• To assess your eligibility and suitability for products and services across our pool of lenders

• To assess your eligibility and suitability for investments.

• To facilitate transactions, manage accounts, and provide customer support.

• To comply with legal and regulatory obligations.

3. Disclosure of Your Information

We may share your personal information with the following entities:

• Financial Institutions: Lenders, banks, and other financial institutions to facilitate transactions.

• Service Providers: Third-party service providers who assist us in delivering our services.

• Regulatory Authorities: To comply with legal and regulatory requirements.

• Business Partners: In case of partnerships or collaborations to enhance our service offerings.

4. Security Measures

We employ robust security measures to protect your personal information from unauthorised access, disclosure, alteration, and destruction. Our security protocols are designed to meet industry standards.

5. Your Choices

You have the right to:

• Access your personal information.

• Correct inaccuracies in your personal information.

• Opt-out of marketing communications.

6. Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or for legal reasons. The most recent version will be available on our website.

7. Contact Information

If you have any questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact us at info@digitalfinanceinvestments.com.au.