Privacy Policy

Privacy Policy for Aumrè Financial Group

ABN : 96 530 234 923

Effective Date: December 2024

At Aumrè Financial Group, we are committed to protecting your personal information in compliance with the Privacy Act 1988 (Cth) ("Privacy Act"). This Privacy Policy outlines how we collect, use, disclose, and protect your information, as well as your rights regarding access and correction.

1. Collection of Personal Information

What We Collect We may collect personal information including but not limited to:

Name, address, email address, phone number.
Date of birth and identification details.
Financial information such as tax file numbers, income details, and banking information.
Health information (when required for specific financial or insurance services).
Information about your use of our website, including IP address and browser details.

How We Collect Information We collect information directly from you through forms, applications, communications, and website interactions. We may also collect information from:

Publicly available sources.
Your representatives (e.g., accountants, lawyers).
Financial institutions and insurers involved in providing services to you.
Third-party service providers.

2. Use and Disclosure of Personal Information

Primary Purposes We use your information to:

Provide and manage financial products and services.
Comply with legal and regulatory requirements.
Enhance our services, including through feedback and market research.
Communicate with you regarding updates, offers, and relevant news.

Disclosure Your information may be disclosed to:

Service providers such as IT and marketing support entities.
Financial institutions, insurers, and regulators.
Legal and professional advisors.
Law enforcement or government bodies when required.

If required, we will take reasonable steps to ensure that any third parties comply with privacy laws.

3. Overseas Disclosure

Your personal information may be stored or processed in countries outside Australia. Where this occurs, we take steps to ensure that overseas entities protect your information to standards comparable to those under the Privacy Act.

4. Security of Personal Information

We implement physical, electronic, and managerial measures to safeguard your information, including:

Secure electronic storage.
Controlled access to our offices and databases.
Regular monitoring and compliance checks.

When your personal information is no longer required, we will take steps to securely destroy or de-identify it.

5. Access and Correction

You have the right to access the personal information we hold about you and to request corrections if necessary. To do so, contact us using the details below. We may require proof of identity before granting access.

6. Cookies and Online Data Collection

Our website uses cookies and tracking tools to improve user experience and collect data such as:

Website usage statistics.
Device information.
Geographic location.

You can manage cookies through your browser settings. Note that disabling cookies may affect website functionality.

7. Marketing and Communications

We may use your information to offer products and services that we believe may interest you. You can opt-out of marketing communications by contacting us or following the unsubscribe link in our emails.

8. Data Breaches

In the event of a data breach involving your personal information, we will notify the Office of the Australian Information Commissioner (OAIC) and affected individuals in compliance with the Notifiable Data Breaches scheme.

9. Complaints

If you believe we have breached the Privacy Act or handled your information improperly, please contact our Privacy Officer:

Contact Details:
Aumre Financial Group

Phone: 0480 162 221
Email: accountant@aumregroup.com.au
Address: Melbourne, VIC, Australia

We aim to resolve complaints promptly. If you are not satisfied with our response, you may escalate your complaint to the Office of the Australian Information Commissioner (OAIC):

Website: www.oaic.gov.au
Phone: 1300 363 992

10. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. Continued use of our services indicates your acceptance of the updated policy.

Last Updated: December 2024