1. Introduction & Scope
SRS Investing Corporation Pty Ltd (ABN 99 699 848 872, ACN 699 848 872) of Western
Australia operates the website srsinvestingcorporationpty.site. This Privacy
Policy explains how we collect, use, disclose, and protect your personal information under
the Australian Privacy Act 1988 (Cth) and the Australian Privacy
Principles (APPs).
By accessing or using our website, you consent to the practices described in this Privacy Policy. If you do not agree, please do not use our services.
2. Information We Collect
We may collect the following types of personal information:
- Identity Data: name, title, job title, and organisation.
- Contact Data: email address, phone number, and postal address.
- Financial Data: payment details and transaction information.
- Technical Data: IP address, browser type, operating system, and device identifiers.
- Usage Data: pages visited, time spent, and navigation paths through our website.
- Marketing & Communications Data: preferences for receiving marketing communications from us.
We only collect information that is reasonably necessary for, or directly related to, our functions and activities under the APPs.
3. How We Use Your Information
We use your personal information only for purposes that are reasonably necessary and directly related to our business functions, including:
- Providing investment advisory, portfolio management, and wealth planning services.
- Responding to your enquiries, consultation requests, and communications.
- Processing payments for services rendered.
- Sending administrative communications, service updates, and (if subscribed) marketing materials.
- Improving our website, services, and client experience.
- Complying with our legal and regulatory obligations under Australian law.
We will not use or disclose your personal information for any purpose that is unrelated to these functions unless you have consented or an APP exception applies.
4. Disclosure of Personal Information
We may disclose your personal information to:
- Service providers & contractors: third parties who assist us in operating our business (e.g., IT support, payment processors, cloud hosting).
- Professional advisers: accountants, auditors, lawyers, and compliance consultants.
- Government & regulatory bodies: where required or authorised by law (e.g., AUSTRAC, ASIC, tax authorities).
- Business transfers: in connection with a merger, acquisition, or sale of assets, provided the receiving party is bound by equivalent confidentiality obligations.
Where we disclose personal information to external parties, we take reasonable steps to ensure those parties are bound by confidentiality and privacy obligations in accordance with the APPs.
5. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies:
- Essential cookies: necessary for the website to function (e.g., remembering your session state).
- Analytics cookies: help us understand how visitors interact with our website so we can improve performance and content.
- Preference cookies: remember your settings and preferences.
You may disable or refuse cookies through your browser settings. However, this may limit your ability to use certain features of our website. We do not use third-party tracking or advertising cookies, and we do not share your data with advertising networks.
6. Data Security
We take reasonable steps to protect your personal information from misuse, interference, and loss, and from unauthorised access, modification, or disclosure. This includes implementing appropriate technical and organisational security measures such as:
- Encryption of data in transit (HTTPS/TLS) and at rest.
- Access controls, authentication, and role-based permissions.
- Regular security reviews and staff training.
- Secure data disposal procedures when information is no longer required.
Despite these measures, no method of transmission over the internet is completely secure. We cannot guarantee absolute security and recommend that you do not send highly sensitive information through unsecured channels.
7. Data Retention
We retain your personal information for as long as necessary to fulfil the purposes described in this Privacy Policy, to comply with legal and regulatory obligations, and to resolve disputes or enforce our agreements. When your information is no longer needed, we will take reasonable steps to delete it securely, subject to any legal retention requirements.
8. Your Rights Under the APPs
Under the Australian Privacy Act 1988 and the APPs, you have the right to:
- Access: request access to the personal information we hold about you.
- Correction: request correction of inaccurate, out-of-date, or incomplete information.
- Complaints: lodge a complaint with us or the Office of the Australian Information Commissioner (OAIC) if you believe we have mishandled your personal information.
- Withdraw consent: withdraw any consent given for marketing communications at any time.
To exercise these rights, please contact us using the details in Section 10. We will respond to your request within a reasonable period and in accordance with the APPs.
9. International Transfers
Your personal information may be transferred to and processed in countries other than Australia (e.g., where our service providers operate). Where such transfers occur, we take reasonable steps to ensure your information remains protected in accordance with the APPs and that appropriate safeguards are in place.
10. Contact Us
If you have any questions about this Privacy Policy, wish to access or correct your personal information, or have a privacy-related concern, please contact our Privacy Officer:
- Email: [email protected]
- Company: SRS Investing Corporation Pty Ltd
- ABN: 99 699 848 872
- ACN: 699 848 872
- Address: Western Australia, 6156
Alternatively, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date. We encourage you to review this page periodically for any updates.