Privacy Policy & Collection Notice
Sharp Portfolio Management Pty Ltd: Privacy Policy & Collection Notice
Sharp Portfolio Management Pty Ltd (“Sharp Portfolio Management Pty Ltd”) ABN 42 697 332 611
Sharp Portfolio Management Pty Ltd respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs) and applicable Anti-Money Laundering and Counter Terrorism Financing obligations. This Privacy Policy & Collection Notice explains how we collect, use, store, disclose and manage personal information in connection with our website, portfolio management services and related business activities.
This Privacy Policy may be updated from time to time by publishing an updated version on our website
1. What Information Do We Collect?
Sharp Portfolio Management Pty Ltd may collect personal information from you including the following:
2. How Do We Collect Information?
Sharp Portfolio Management Pty Ltd may collect personal information:
3. AML/CTF Obligations
Sharp Portfolio Management Pty Ltd may collect personal information in order to comply with obligations under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (Cth). This may include collecting and verifying identification
If you do not provide requested information, Sharp Portfolio Management Pty Ltd may be unable to provide services to you.documents and related information including:
4. How Do We Use Information?
Sharp Portfolio Management Pty Ltd may collect, use and disclose personal information for purposes including:
5. Marketing & Updates
Sharp Portfolio Management Pty Ltd may use personal information to provide:
You may opt out of marketing communications at any time by contacting us or using the unsubscribe functionality in communications.
6. Website Analytics, Cookies & Technology
Our website may use cookies, analytics tools and related technologies to improve website functionality and user experience. When you visit our website, information such as browser type, operating system, IP address, pages viewed and time spent on the website may be collected automatically. This information is generally used for website administration, analytics and improvement purposes.
7. Automated Systems & Technology
Sharp Portfolio Management Pty Ltd may use automated systems, CRM workflows, analytics tools and AI-assisted technology in connection with:
Reasonable steps are taken to ensure these systems are used responsibly and in accordance with applicable privacy laws.
8. Who Might We Share Information With?
Sharp Portfolio Management Pty Ltd may disclose personal information to third parties where reasonably necessary in connection with our services or legal obligations. This may include disclosure to:
9. Overseas Disclosure
Sharp Portfolio Management Pty Ltd may disclose or store personal information overseas through cloud-based systems, CRM platforms, technology providers and overseas support providers, including in countries where our service providers operate. By engaging with us, you acknowledge and consent to overseas disclosure of your personal information. Sharp Portfolio Management Pty Ltd takes reasonable steps to ensure overseas recipients handle personal information appropriately, however overseas recipients may not always be subject to Australian privacy laws.
10. Keeping Information Secure
Sharp Portfolio Management Pty Ltd takes reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure. Information may be stored electronically using cloud-based systems, CRM platforms and secure electronic storage systems. While reasonable efforts are made to maintain security, no method of electronic transmission or storage is completely secure.
11. Data Retention & Destruction
Sharp Portfolio Management Pty Ltd retains personal information only for as long as reasonably necessary to:
When personal information is no longer required, we take reasonable steps to securely destroy or de-identify the information.
12. Accessing & Correcting Your Information
You may request access to personal information Sharp Portfolio Management Pty Ltd holds about you and request correction of inaccurate or incomplete information. Requests should be submitted in writing to the Privacy Officer at info@sharpproperty.com.au.
Sharp Portfolio Management Pty Ltd may require identity verification before processing requests and may charge a reasonable administrative fee where permitted by law.
13. Third-Party Websites
Our website may contain links to third-party websites and platforms. Sharp Portfolio Management Pty Ltd is not responsible for the privacy practices or content of third-party websites.
14. Complaints
If you have concerns about how your personal information has been handled, or you you believe we have breached the Privacy Act, please contact the Sharp Portfolio Management Pty Ltd Privacy Officer at info@sharpproperty.com.au. We will acknowledge receipt of your complaint within 5 business days and aim to resolve it within 30 days.Sharp Portfolio Management Pty Ltd will investigate complaints and attempt to resolve them promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).
15. Contact Us
If you have any questions about this policy or wish to access or correct your information, please contact us at info@sharpproperty.com.au.
16. Acceptance
By using our website or engaging with our services, you acknowledge that you have read and understood this Privacy Policy & Collection Notice and consent to the collection, use and disclosure of personal information in accordance with this policy.
