We collect information that helps us provide personalised investment analysis and educational services. This includes several categories of personal information that we gather through different interactions with our services.
Personal Information You Provide
- Contact Details: Name, email address, phone number, and postal address when you register for our learning programs or contact us
- Financial Information: Investment goals, risk tolerance, current financial situation, and investment experience level for tailored analysis
- Account Information: Username, password, and account preferences when you create an account with us
- Communication Records: Messages, emails, and phone conversations when you communicate with our team
- Educational Background: Previous investment education, professional qualifications, and learning objectives for our programs
Information We Collect Automatically
- Usage Data: Pages visited, time spent on our website, and interaction patterns with our educational materials
- Technical Information: IP address, browser type, device information, and operating system details
- Cookies and Tracking: We use cookies to remember your preferences and improve your experience on our website
- Location Data: General location information to comply with Australian financial services regulations
Important: We only collect information that's necessary to provide our investment education and analysis services. You can choose not to provide certain information, though this may limit our ability to offer personalised services.