Privacy Policy
Effective date: 10 March 2026 Heirs & Legacy Co Pty Ltd (ABN 50 695 122 199) is committed to protecting your privacy and ensuring that your personal information is handled in a professional and compliant manner. This policy outlines how we collect, use, disclose, and manage your personal information in accordance with the Australian Privacy Principles (APPs).
1. Collection of Personal Information
We collect personal information that is reasonably necessary for us to provide you with mortgage broking and financial architecture services. This includes contact details (name, address, email, and phone number), financial information (income, expenses, assets, and liabilities), identification documents, and employment history.
2. Use and Disclosure
Your information is primarily used to assist you in obtaining finance. We may disclose your information to prospective lenders, financial institutions, our aggregator Finsure Finance & Insurance Pty Ltd, and other professional advisers such as accountants and lawyers.
3. Data Security
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access. We use secure servers and encrypted digital storage systems to maintain the integrity of your data.
4. Access and Correction
You have the right to request access to the personal information we hold about you and to request corrections. Please contact us via the details provided below to make a request.
5. Contact Us
For any questions or concerns regarding this Privacy Policy, please reach out to us at roshika@heirsandlegacyco.com.au or call 0412 204 878. We encourage you to review this page periodically to stay informed about how we protect your information.