Privacy Policy

Equity Story understands the importance of protecting your personal information. We will generally collect personal information directly from you when you provide it to us, including when you become a member or
provide updated or additional information. We may also collect personal information where it is reasonably necessary for our business functions and activities, including the provision of general financial product advice.
Often this information is collected over the phone or online.

What personal information is collected?

Your personal information is collected and stored when you subscribe to our service or when your personal information is updated. The type of information we store includes your email and other contact details, such
as your name and address. We do not collect sensitive information unless required and permitted by law or with your consent.

Disclosure of your personal information

We do not share your personal information, including email addresses,
with third parties for any purpose other than:

the purpose for which you provided the information, or for related secondary purposes where you would reasonably expect such use or disclosure; where you have consented to such disclosure; where authorised by the Australian Privacy Principles set out in the Privacy Act 1988 (Cth) as amended from time to time; to third-party service providers (including IT service providers, payment processors and administrative support providers) where reasonably necessary to operate our business and provide our services; to product issuers or related entities only where you have requested further information or expressly consented to such disclosure, and not for the purpose of arranging or dealing in financial products; where disclosure is required by the Australian Securities and
Investments Commission (ASIC) to ensure compliance; or to provide you with direct marketing material such as articles which may be of interest, where you have not opted out of receiving such material. We may also disclose your personal information within our corporate group, including to related bodies corporate, for internal administrative purposes and to support the provision of our services. We do not hold client funds or financial products, and we do not arrange for the issue, acquisition or disposal of financial products. 

Security and safety of information

The security and privacy of your personal information is paramount and we make every effort to ensure that your personal information is protected. We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. However, please note that no data transmission over the internet can be guaranteed to be totally secure.

Financial information

We do not collect personal financial information. Payments may be processed via third-party payment providers (such as Stripe), and any financial information you provide is collected and held by those providers in accordance with their privacy policies. We do not receive or store your full payment card details.

Contact Us

Our relationship with you is our primary concern. If you have any questions, concerns or complaints about your privacy and our policy, please do not hesitate to contact us.

You can contact us regarding privacy matters by:
Email: compliance@equitystory.com.au
Phone: (02) 9907 9562
Address: Level 6, 22 Pitt Street, Sydney NSW 2000

You may also contact the Office of the Australian Information
Commissioner (OAIC) at www.oaic.gov.au for further information about
privacy rights.

You may request access to, or correction of, the personal information we
hold about you by contacting us using the details above.

If you have a complaint about how we handle your personal information,
we will investigate and respond to you in accordance with our
complaints handling procedures.

Terms and Conditions

Permission to use our website and services is conditional upon your
agreement and acceptance of the terms and conditions (Terms) set out
on the Terms and Conditions page.

Your continued use of our website shall constitute your agreement to be
bound by any such changes.

If you do not agree to the Terms stated above or to any changes we may
make from time to time, please exit immediately.