How we collect, use, and protect your personal information
Counting Beans A.F. is committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and protect your personal information.
We may collect the following types of personal information to provide you with quality financial services:
Name, date of birth, contact details (address, phone, email)
Income, assets, liabilities, expenses, credit history
Employer information, occupation, and tax file number
Health details for insurance assessment purposes
Driver's licence, passport, and other ID documents
Your objectives, risk tolerance, and investment preferences
We collect personal information through various channels:
During meetings, phone calls, or through completed forms and applications
From publicly available sources and databases
From product providers, employers, referrers, and other authorized parties
Through our website, including cookies, analytics, and contact forms
We collect your personal information for the following purposes:
We may disclose your personal information to:
We Protect Your Privacy: We will not sell, rent, or trade your personal information to third parties for marketing purposes.
We store your information in secure physical and electronic formats with multiple layers of protection:
We retain your personal information for as long as necessary to provide services and comply with legal obligations (typically 7 years after the end of our relationship).
Some of our service providers may store or process data overseas. We take reasonable steps to ensure overseas recipients comply with Australian privacy laws.
You have important rights regarding your personal information:
Request access to the personal information we hold about you
Request correction of inaccurate or incomplete information
Lodge a complaint if you believe we have breached your privacy
Unsubscribe from marketing communications at any time
Our website may use cookies and analytics tools to improve user experience and understand how visitors use our site.
You can disable cookies in your browser settings, though this may affect website functionality. We use this data to enhance our services and provide you with a better online experience.
If you have questions about this Privacy Policy, wish to access or correct your information, or want to make a complaint, please contact our Privacy Officer:
If you are not satisfied with our response to your privacy complaint, you may contact the OAIC:
We may update this Privacy Policy from time to time. The current version will always be available on our website.
Our team is here to answer any questions you have about how we handle your information.
