Privacy Policy – https://crestpointfinancial.com.au/

Privacy Policy – Crestpoint Financial

Last Updated: 12 May, 2025

At Crestpoint Financial, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and disclose your data in accordance with the Australian Privacy Act 1988 and Australian Privacy Principles (APPs).

1. What Information We Collect

We may collect the following types of information:

Name, contact details, date of birth
Employment and financial information
Credit history and identification documents
Details related to your loan or financial requirements
IP address, browser type, and other digital data when using our website

2. How We Collect Your Information

We collect personal information when:

You fill out forms on our website
You contact us by phone, email, or in person
You apply for a loan or financial service
We perform credit checks (with your consent)

3. Why We Collect Your Information

We use your personal information to:

Provide you with tailored financial advice and services
Assess your loan eligibility and submit applications to lenders
Communicate with you about your application or queries
Comply with legal obligations and industry regulations

4. Disclosure of Information

We may share your personal data with:

Accredited lenders and financial institutions
Credit reporting agencies (with consent)
Legal, accounting, and IT service providers
Government authorities where legally required

We do not sell or trade your personal information.

5. Data Security

We use industry-standard security protocols to protect your data from loss, misuse, unauthorised access, or disclosure. Your personal information is stored securely in physical and digital formats.

6. Access and Correction

You have the right to:

Request access to your personal data
Correct inaccurate, incomplete, or outdated information

7. Cookies and Website Tracking

We use cookies to improve your browsing experience and track website usage. You may disable cookies in your browser settings, but some features may not work as intended.

8. Third-Party Links

Our website may include links to third-party sites. We are not responsible for their privacy practices. We encourage you to review their privacy policies.

9. Policy Updates

This policy may be updated from time to time. Changes will be posted on our website with the updated date above.

10. Contact Us

For questions or complaints about our privacy practices:

Crestpoint Financial
Email: matt@crestpointfinancial.com.au
Phone: 0467 870 707
[Insert business address]