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Privacy Policy

1. Introduction

Axiom Financial Services (“we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth). Our business is based in Victoria and operates countrywide across Australia.

2. The Information We Collect

We only collect personal information that is reasonably necessary for, or directly related to, our functions and services. This may include:

  • Identity Data: Your full name, date of birth, and identification documents.
  • Contact Data: Email address, phone number, and physical or billing address.
  • Financial Data: Information required to provide financial services, including bank details, income, assets, and financial history.
  • Usage and Technical Data: Your IP address, browser type, and information about how you interact with our website.

3. How We Collect Your Data

We collect personal information through lawful and fair means, including when you:

  • Fill out enquiry forms on our website.
  • Engage our team for financial services or consultations.
  • Commmunicate with us via email, phone, or direct correspondence.
  • Interact with our digital marketing assets and website forms.

4. How We Use Your Information

We use the collected information to deliver our national financial services, including:

  • Verifying your identity and assessing your financial requirements.
  • Providing tailored financial advice, administration, and support.
  • Responding to enquiries, processing transactions, and sending operational updates.
  • Complying with our legal and regulatory obligations across Australia.

5. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may disclose your information to:

  • Internal staff and authorized representatives to service your account.
  • Trusted third-party service providers (such as IT, CRM, or administrative platforms) who assist us in running our business, under strict confidentiality agreements.
  • Government or regulatory bodies where required by Australian law.

6. Data Security and Storage

Your data is securely stored using industry-standard physical, electronic, and managerial procedures. While we host and manage data primarily within Australia, any cloud-based infrastructure partners operating internationally are vetted to ensure they maintain data protection standards that match or exceed Australian privacy laws.

7. Your Rights and Access

Under the Australian Privacy Principles, you have the right to:

  • Request access to the personal information we hold about you.
  • Request corrections to any inaccurate, out-of-date, or incomplete data.
  • Seek deletion of your personal data, subject to any overriding legal, regulatory, or administrative retention requirements.

8. Cookies and Tracking

Our website uses cookies to improve user experience and analyse web traffic. You can choose to accept or decline cookies through your browser settings, though disabling them may affect some functionalities of the site.

9. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact our privacy officer via our website at https://www.axiomfinancialservices.com.au.

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