Privacy & Security

Privacy Policy

At The Broker's Office (FBO Services), we are committed to protecting the privacy of our clients and their customers in accordance with the Privacy Act 1988 (Cth) and Privacy Amendment Act 2012 (Cth). This Privacy Policy outlines our current practices concerning the collection and use of personal information.

What Information Do We Collect and How Is It Used?

As a service provider, we gather detailed information that identifies individuals and/or contains pertinent data ("personal information"). This includes but is not limited to names, addresses, email addresses, phone numbers, and other relevant details essential for providing our services.

The personal information collected may involve names, contact details, email addresses, residential or business addresses, financial data, insurance information, credit card details, and sensitive information as defined by the Privacy Act. We utilize this information exclusively for purposes outlined in our Service Agreement, particularly in loan processing and Virtual Admin Credit Analyst services.

We use collected information to send requested product information, promotional material, manage ongoing requirements, and enhance our services. Additionally, we internally analyze this data to improve our services and address any issues. Our services are delivered through secure platforms such as Microsoft Azure, Sharepoint, Microsoft Teams, and Trello.com.

How Do We Secure and Maintain Your Information?

We retain personal information only for a reasonable period necessary for its intended purpose or as required by law. We manage this information through secure external online server facilities, ensuring the privacy of your data. While we maintain the privacy of this data, we advise users to maintain optimal online security for personal logins on these software platforms.

We take appropriate measures to safeguard personal information from unauthorized access, disclosure, alteration, or destruction, including encryption and access controls.

Data Retention:

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, complying with applicable laws.

Will We Share Your Information?

We do not sell, trade, or rent your personal or your client's information to third parties for marketing purposes. However, we may disclose personal information to facilitate services, including banks, finance organizations, mortgage insurers, legal entities, and other relevant parties necessary to complete tasks on behalf of our clients.

We may disclose information if required by law or under specific circumstances permitted by the Privacy Act.

How Can You Access or Update Your Information?

Clients and their customers may request access, update, or change their personal information by contacting us via Email or Phone. We will provide requested information through a secure registered method and rectify any inaccuracies upon request.

If you have privacy-related complaints, please write to us at our listed address www.fbo.services/contact-us, and we will review and respond within 48 hours.

Access to Personal Information:

Clients and their customers can request access to their personal information held by us, subject to legal limitations.

Changes to this Privacy Policy:

We reserve the right to modify this Privacy Policy. Material changes will be notified through our website or other appropriate means.

By using our services, you consent to the collection, use, and disclosure of personal information as outlined in this policy.

Contact Us:

For inquiries about our Privacy Policy, please contact us at info@fbo.services