Privacy Policy

Cresciamo Capital Pty Ltd is a Corporate Authorised Representative (CAR 001317485) of Non Correlated Advisors Pty Ltd ACN 158 314 982 (AFSL No. 430126)

Cresciamo Financial Services Pty Ltd is a Corporate Authorised Representative (CAR 001318575) of Premium Advisory Pty Ltd ACN 600 166 774 (AFSL No. 472548).

As part of these relationships, certain activities we perform must also comply with the privacy policies of our AFSL holders. Accordingly, in addition to this Privacy Policy, the handling of your personal information may also be governed by the privacy policies of:

Non Correlated Advisors Pty Ltd: Privacy Policy

Premium Advisory Pty Ltd: Privacy Policy

Together, Cresciamo Capital Pty Ltd and Cresciamo Financial Services Pty Ltd form the Cresciamo Group of Companies, and will be referred to as ‘Cresciamo’, ‘we’, ‘our’ or ‘us’ throughout this policy.

OVERVIEW

Cresciamo will be provided with personal information when a user accesses any Cresciamo website or attempts to contact Cresciamo electronically, in person, by phone or by post. If you are providing information about someone other than yourself, you are guaranteeing Cresciamo that the person in question has been informed of the information being provided and has access to this Privacy Policy.

Cresciamo will maintain, update, and add to your personal information whenever contact is made electronically, in person, by phone or by post, by you or by Cresciamo.

WHAT PERSONAL INFORMATION DO WE COLLECT?

At Cresciamo, we use your information to provide our services to you, establish and manage your account, and comply with the law. We may also use your personal information to monitor and improve the services we offer you. When you visit a Cresciamo website, our web applications may record your IP address, the date, time and duration of your visit, the web site from which you visit us, the type of computer software used to access our site as well as the web pages you visit or documents you download.

Additionally, Cresciamo may place a pixel on pages on our site, or those of other companies that are presenting advertisements. This enables us to record in our server logs that a specific user id has visited a particular page. This data allows us to analyse and determine our audience's behavioural characteristics, which helps us to optimise our site, advertisement placement, and communication focus. Only anonymous, non-personally identifiable information is collected, and it cannot be tracked to a specific individual.

We also collect any personal information that you submit to us via electronic or non-electronic means, as required for legal and operational use.

If further information is required, Cresciamo may use third-party sources, such as the ASIC Company Names database to verify ACN or ABN details, for instance.

HOW DO WE COLLECT AND STORE YOUR PERSONAL INFORMATION?

We track website visitors using cookies, which are electronic tokens containing small amounts of information that are passed between a web browser and a web server. They are used to maintain session state between pages or to retain information between visits if you return to the website later. We use cookies to correlate passive activity tracking data as well as to authenticate supply of information such as enquiries, comments, and votes to minimise malicious or spam traffic. In some cases, we serve advertisements that lead to a Cresciamo website. Our web advertising partners, who include Google, may place or recognise a unique cookie on your browser. For more information about Google and display advertising features, and how to opt-out of its tacking methods, please click here. All information submitted by you using electronic or non-electronic means may be recorded using our telephone system, network server, customer relationship management database or web server. Where external parties are used to maintain data (such as website hosting companies or financial auditing firms), your information may be stored by a company other than Cresciamo.

WHO CAN ACCESS MY PERSONAL INFORMATION?

Cresciamo may disclose your information to its employees, agents and affiliates inside or outside your country of residence for the purpose of providing services to Cresciamo. Our employees, agents, affiliates and third-party providers who have access to personal data obtained through Cresciamo websites are obliged to respect privacy. We may also disclose your information to governmental agencies or entities, regulatory authorities, or other persons in line with applicable rules, orders, subpoenas, official requests, or similar processes as either required or permitted by applicable law.

ACCESSING YOUR PERSONAL INFORMATION

You have the right (excluding exceptions outlined in the Privacy Act) to seek access to and update or correct the personal information we hold about you. If you make an access request, we will ask you to verify your identity. We may charge a fee to cover the costs of meeting your request.

CALL RECORDING

Cresciamo may record incoming and outgoing telephone conversations for training or quality purposes. If you do not want your call recorded, please advise a Cresciamo employee at the beginning of your conversation.

DATA BREACH

In the event of an eligible data breach (unauthorised access or unauthorised disclosure) of client records and/or information, Cresciamo endeavours to contact the affected parties as some as practicable to alert them to the circumstances of the event and the likely impact of the occasion.

HOW YOU CAN GIVE US INSTRUCTIONS

We accept instructions from you in person, by telephone, facsimile, post, or by email. If you are dealing securities online using Cresciamo, your instructions will be taken using an online third-party broking platform.

CONSENT

By accessing our website, contacting Cresciamo or by submitting an application to become a Cresciamo client, you consent to Cresciamo collecting, maintaining, using and disclosing personal information about you and provided by you or by another person as described above.

HOW TO CONTACT US

If you have any questions or complaints about how we collect, use, disclose, manage or store your personal information, or would like to request access or changes to the information we hold, please contact us at:

Email: info@cresciamo.com.au

Or in writing to:

The Privacy Officer

Cresciamo Capital

3 Spring Street, Sydney NSW 2000

If you are dissatisfied with the outcome of a complaint, you may refer it to the Office of the Australian Information Commissioner (OAIC). OAIC’s contact details are:

Office of the Australian Information Commissioner

Email: enquiries@oiac.gov.au

Website: www.oiac.gov.au

Telephone: 1300 363 992