Privacy Policy

Last updated: 30 July 2026

1. Introduction

Cleggett Investments Pty Ltd (ABN 97 699 690 401, ACN 699 690 401) is committed to protecting your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

2. Information We Collect

We may collect the following personal information:

• Contact information: name, email address, phone number, postal address
• Financial information: investment objectives, risk profile, income, assets, and existing holdings
• Identity documentation: government-issued ID for verification purposes
• Communication records: emails, meeting notes, and correspondence
• Website usage data: IP address, browser type, pages visited, and interaction data (collected via cookies)

3. How We Use Your Information

We use your personal information to:

• Provide investment advisory and portfolio management services
• Communicate with you about your account and our services
• Comply with legal, regulatory, and licensing obligations
• Improve our website, services, and client experience
• Send you information about our services (with your consent where required)

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

• Remember your preferences and settings
• Analyze website traffic and performance
• Enable core website functionality

You may disable cookies through your browser settings. However, this may affect your ability to use certain features of our website.

5. Your Rights Under the APPs

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

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Object to the handling of your information in certain circumstances
• Complain to the Office of the Australian Information Commissioner (OAIC)

6. Data Retention

We retain your personal information for as long as necessary to provide our services and to comply with legal and regulatory obligations. When your information is no longer required, we take reasonable steps to destroy or de-identify it.

7. Disclosure to Third Parties

We may share your personal information with:

• Service providers: third parties who assist us in delivering our services (e.g., IT providers, auditors)
• Regulatory bodies: as required by law or regulation
• Professional advisors: legal, accounting, and compliance advisors

We require all third parties to protect your personal information and to use it only for the purposes we specify.

8. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorized access, modification, or disclosure. This includes administrative, technical, and physical safeguards appropriate to the sensitivity of the information.

9. International Transfer

Your personal information may be transferred to and processed in countries other than Australia, where data protection laws may differ. Where such transfers occur, we take reasonable steps to ensure your information remains protected in accordance with this Privacy Policy.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this page periodically.

11. Contact Us

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

Email: [email protected]

Company: Cleggett Investments Pty Ltd
ABN: 97 699 690 401  |  ACN: 699 690 401
State: Western Australia 6020