Privacy Policy

Overview

FindeskCo ("we", "us", "our") is an Australian technology company that builds and operates investment portal software. We are committed to protecting the privacy of individuals who use our platform, visit our website, or interact with our services.

This Privacy Policy explains how we collect, use, disclose, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. What information we collect

We may collect the following types of personal information:

• Identity information: name, date of birth
• Contact information: email address, phone number, mailing address
• Account information: username, password (hashed), account preferences
• Portfolio and financial data: holdings, transactions, and account data provided by or on behalf of your adviser or broker
• Device and usage information: IP address, device type, operating system, browser type, pages visited, and app usage data
• Communications: messages sent via our contact form, support enquiries, and correspondence

2. How we collect information

We collect personal information in the following ways:

• Directly from you when you register for or use the FindeskCo platform
• From the financial advisory firm or broker who has engaged FindeskCo on your behalf
• Through your use of the FindeskCo website and mobile application
• Via contact forms, support requests, and enquiries submitted through our website
• Automatically through cookies, analytics tools, and similar technologies

3. How we use your information

We use personal information to:

• Provide, operate, and improve the FindeskCo platform and services
• Authenticate users and manage account access
• Display portfolio, market, and investment data within the platform
• Respond to support requests and enquiries
• Send service-related communications (e.g., password resets, account notifications)
• Comply with legal and regulatory obligations
• Improve platform security, performance, and user experience

We do not sell your personal information to third parties. We do not use your information for unsolicited marketing without your consent.

4. Third-party service providers

FindeskCo uses third-party providers to deliver some parts of our service. These providers may process personal information on our behalf. They are bound by confidentiality obligations and are only permitted to use your information to deliver their services to us. Providers may include:

• Cloud infrastructure: hosting and data storage providers
• Authentication: identity and access management services
• Market data: third-party providers of market data, macro analysis, and financial information
• Analytics: website and platform usage analytics tools
• Communication: email and support communication tools

5. Data storage and security

Personal information is stored on secure servers, primarily located in Australia. We implement industry-standard technical and organisational measures to protect personal information from unauthorised access, disclosure, alteration, or destruction. These include encryption in transit and at rest, access controls, and regular security reviews.

No data transmission over the internet is completely secure. While we take reasonable steps to protect your information, we cannot guarantee absolute security.

6. Data retention

We retain personal information for as long as it is necessary to provide services, comply with legal obligations (including financial record-keeping requirements), resolve disputes, and enforce agreements. When information is no longer required, we take reasonable steps to destroy or de-identify it securely.

Note: where your data is held by or on behalf of a licensed financial services firm, that firm's own retention obligations may apply.

7. Access, correction, and deletion requests

You have the right to request access to personal information we hold about you, request corrections if information is inaccurate, and request deletion of your information where legally permissible.

To make any of these requests, contact us at [email protected] with the subject line matching your request type (e.g., Access Request, Correction Request, or Account Deletion Request). We aim to respond within 5 business days.

In certain regulated financial services contexts, some records may be required to be retained for specified periods under applicable law. We will advise you if this applies.

8. Cookies and tracking technologies

Our website may use cookies and similar technologies to improve user experience, analyse website traffic, and support platform functionality. You can control cookie settings through your browser. Disabling cookies may affect some website functionality.

9. Changes to this policy

We may update this Privacy Policy from time to time. We will notify users of material changes by posting the updated policy on our website and, where appropriate, via email or in-app notification. The date of the most recent update is shown at the top of this page.

10. Contact us

For privacy-related enquiries, complaints, or requests, please contact:

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.