Privacy Policy
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Last updated: July 2026
Verity Advisory Pty Ltd (we, us, our) is committed to protecting the privacy of your personal information and handling it in an open and transparent manner. This Privacy Policy explains how we collect, use, disclose and manage personal information that we collect through this website or directly from you, including personal information collected as part of our legal obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act). Please read this Privacy Policy carefully. If you have any questions, you may contact us using the details at the end of this policy. By providing us with your personal information, you acknowledge that you have had sufficient opportunity to access and review this Privacy Policy and that you understand how your personal information will be handled. You are not required to provide personal information to us. However, if you choose not to do so, this may affect your ability to use this website or access certain products or services. Where identity information is required for the purposes of our AML/CTF obligations, we may be unable to provide certain services if that information is not provided. 2. Personal Information We Collect The personal information we collect depends on how you interact with us and may include:
If we receive personal information about you from a third party, we will handle that information in accordance with this Privacy Policy and applicable privacy laws. 3. How We Collect Personal Information We may collect personal information in a number of ways, including when you:
4. Use of Personal Information We collect and use personal information for purposes reasonably necessary for our business operations, including to:
We will only use personal information for the purpose for which it was collected, or for a related purpose that you would reasonably expect, unless otherwise required or permitted by law. 5. Disclosure of Personal Information We may disclose personal information to third parties for purposes including:
Where we disclose personal information to third parties, we take reasonable steps to request that the recipient handle the information in a manner consistent with this Privacy Policy and applicable privacy laws. 6. Cookies and Tracking Technologies This website may use cookies, pixels, analytics tools and similar tracking technologies to operate the website, analyse website traffic, improve functionality, personalise content and support marketing activities. Cookies are small data files stored on your device when you visit a website. They allow the website to recognise your device and remember certain information about your visit. Information collected through cookies and tracking technologies may include your IP address, browser type, device information, pages visited, time spent on pages and referring websites. This information is generally collected in an aggregated or anonymised form, however in some cases it may constitute personal information. Some cookies and tracking technologies used on this website may be provided by third-party service providers, such as analytics or marketing platforms. These third parties may collect and process information in accordance with their own privacy policies. You can control or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of the website. Where required by law or platform requirements, we will provide notice of, or seek consent for, the use of cookies and tracking technologies through this website, including via a cookie banner or similar mechanism. 7. Direct Marketing We may use your personal information to send you marketing or promotional communications where permitted by law. You may opt out of receiving marketing communications at any time by using the unsubscribe facility in the communication or by contacting us using the details below. 8. Access to and Correction of Personal Information Access You may request access to the personal information we hold about you, subject to certain exceptions under the Privacy Act 1988 (Cth). An administrative fee may be payable for providing access. We may refuse access where permitted by law. Please note that certain identity verification records collected under the AML/CTF Act are subject to specific retention and access obligations under that Act, which may affect your rights of access in relation to that information. Correction If you believe that personal information we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, please contact us. We rely in part on individuals to keep their information up to date. We will respond to requests for correction within a reasonable time and take reasonable steps to correct the information where appropriate. 9. Storage and Security of Personal Information We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Personal information is stored in a manner reasonably designed to protect it, including through physical, electronic and managerial safeguards. However, no method of transmission or storage is completely secure, and we cannot guarantee the absolute security of personal information. Identity verification records collected under the AML/CTF Act are retained for a minimum of seven years as required by law. Biometric verification data generated through our identity verification process is held in a secure, separately controlled environment managed by our identity verification provider and is not stored within our general practice management system. 10. AML/CTF Identity Verification Verity Advisory is a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006. We are required to collect and verify identity information before providing certain professional services, including assistance with entity structuring, lending arrangements, and investment strategy implementation. This obligation applies to all clients receiving designated services, regardless of the length or nature of our existing relationship. Tipping-off prohibition Under the AML/CTF Act, we are legally prohibited from disclosing to you that a Suspicious Matter Report has been made, or is being considered, in relation to your affairs. This restriction applies regardless of the circumstances and is not within our discretion. If you are ever unable to obtain information from us about a particular matter, this legal prohibition may be the reason. For further information about our identity verification process and what to expect, please refer to our [AML & CTF page] on this website. 11. Complaints About Privacy If you believe that we have breached the Australian Privacy Principles or this Privacy Policy, you may make a complaint by contacting us using the details below. We will review and respond to privacy complaints within a reasonable time and take appropriate steps to address any issues identified. 12. Changes to This Privacy Policy We may update this Privacy Policy from time to time by publishing an updated version on our website. The updated policy will take effect from the date of publication.
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