Privacy Policy

Last updated: March 2025

1. Introduction

Three Peaks Group ("we", "our", "us") is committed to protecting the privacy of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By engaging our services or using our website, you consent to the collection and use of your personal information as described in this policy.

2. What Personal Information We Collect

We may collect the following types of personal information:

• Name, contact details (email, phone number, postal address)
• Business name, ABN, and business details
• Financial information relevant to the provision of our finance and insurance services
• Information you provide when you complete a form on our website, email us, or speak with our team
• Website usage data including IP address, browser type, and pages visited

3. How We Collect Your Information

We collect personal information through:

• Direct interactions - when you contact us, submit a form, or engage our services
• Third parties - referral partners, lenders, insurers, and other professional advisers with your consent
• Our website - through cookies and analytics tools

4. How We Use Your Information

We use your personal information to:

• Provide commercial finance and insurance advisory services
• Assess and process finance applications and insurance placements
• Communicate with you about your enquiries and our services
• Comply with legal and regulatory obligations
• Improve our website and services
• Send you relevant updates, where you have consented to receive them

5. Disclosure of Your Information

We may disclose your personal information to:

• Lenders, finance providers, and credit agencies
• Insurers and underwriting agencies
• Professional advisers, including accountants and lawyers
• Regulatory bodies as required by law
• Service providers who assist with our business operations (e.g., IT, cloud storage)

We will not sell your personal information to any third party.

6. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Our security measures include encrypted data storage, secure access controls, and regular review of our information handling practices.

7. Access and Correction

You have the right to request access to or correction of the personal information we hold about you. To make a request, please contact us using the details below. We will respond to your request within a reasonable timeframe.

8. Complaints

If you believe we have breached the Australian Privacy Principles, please contact us and we will investigate your complaint. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

For matters relating to financial services, you may also contact the Australian Financial Complaints Authority (AFCA) at www.afca.org.au.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Three Peaks Group
Level 1 / 166 Albert Road, South Melbourne VIC 3205
Website: www.threepeaksgroup.com.au