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Privacy Policy

How we collect, use, and protect your personal information

Last Updated: September 2026

Introduction

leaf-lynx ("we", "our", "us") is committed to protecting the privacy of individuals who visit our website and use our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Australian Privacy Act 1988 and the Australian Privacy Principles (APPs).

Information We Collect

We may collect the following types of personal information:

  • Contact information (name, email address, postal address)
  • Financial information relevant to providing advisory services
  • Employment and income details
  • Investment preferences and risk tolerance
  • Website usage data and analytics
  • Communications you send to us

How We Collect Information

Personal information is collected through:

  • Enquiry forms on our website
  • Direct communications via email
  • Consultation meetings and discussions
  • Cookies and similar tracking technologies on our website

Purpose of Collection

We collect personal information for the following purposes:

  • To provide financial advisory services
  • To respond to your enquiries and requests
  • To communicate with you about our services
  • To comply with legal and regulatory obligations
  • To improve our website and services
  • To maintain our business records

Disclosure of Information

We may disclose your personal information to:

  • Service providers who assist in delivering our services
  • Professional advisors (accountants, lawyers) when necessary
  • Regulatory bodies as required by law
  • Third parties with your explicit consent

We do not sell your personal information to third parties for marketing purposes.

Data Security

We implement reasonable security measures to protect your personal information from unauthorised access, modification, disclosure, or destruction. These measures include secure data storage, access controls, and encryption where appropriate.

Your Rights

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

  • Access your personal information held by us
  • Request correction of inaccurate information
  • Request deletion of your information (subject to legal requirements)
  • Withdraw consent for certain processing activities
  • Lodge a complaint with the Office of the Australian Information Commissioner

Data Retention

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. The specific retention period depends on the nature of the information and applicable regulatory requirements.

International Transfers

Your personal information is primarily stored and processed within Australia. If we transfer information overseas, we take reasonable steps to ensure the recipient complies with the Australian Privacy Principles or equivalent privacy laws.

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through our website. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Email: [email protected]
Address: 45 Collins Street, Level 12, Melbourne VIC 3000, Australia