Privacy Policy
Goodrich Partners Pty Ltd (ACN 670 117 950) ("Goodrich Partners", "we", "us", "our") is committed to protecting the privacy of individuals who engage with us. This Privacy Policy explains how we collect, use, disclose, and manage personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
1. Information We Collect
We collect personal information that is reasonably necessary to conduct our business activities. This may include:
- Name, email address, phone number, and postal address
- Professional background, occupation, and business affiliations
- Financial information required to assess wholesale investor eligibility under s708 of the Corporations Act 2001 (Cth)
- Information provided through our website contact form or direct correspondence
- Any other information you choose to provide to us
We do not collect sensitive information (as defined under the Privacy Act) unless it is necessary and you have consented to its collection, or we are required to do so by law.
2. How We Collect Information
We collect personal information directly from you when you:
- Submit an enquiry through our website contact form
- Correspond with us by email, phone, or in person
- Enter into a mandate agreement or investment arrangement with us
- Attend an event or meeting we host or participate in
We may also collect information from third parties, such as referral partners or professional advisers, where you have consented or where permitted by law.
3. How We Use Your Information
We use personal information to:
- Respond to enquiries and manage our client relationships
- Assess suitability for engagement and investment mandates
- Administer investment vehicles, trust structures, and associated documentation
- Comply with our legal and regulatory obligations
- Communicate with you about matters relevant to our engagement
- Improve our services and website
We do not use personal information for direct marketing without your consent, and we do not sell or trade personal information to third parties.
4. Disclosure of Information
We may disclose personal information to:
- Professional advisers, including lawyers and accountants, engaged in connection with a mandate
- Trustees, fund administrators, or regulatory bodies where required
- Service providers who assist with our operations (including technology and communications platforms), under appropriate confidentiality arrangements
- Government authorities or regulators where required by law
Where we disclose personal information to overseas recipients, we take reasonable steps to ensure the recipient handles that information in accordance with the APPs.
5. Data Security
We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure. Our website is hosted on Cloudflare Pages, which applies industry-standard security measures. Contact form submissions are transmitted securely and stored in a restricted-access system.
No method of transmission over the internet is completely secure. While we work to protect your personal information, we cannot guarantee absolute security.
6. Data Retention
We retain personal information for as long as is necessary to fulfil the purposes for which it was collected, or as required by applicable law and regulation. When information is no longer required, we take reasonable steps to destroy or de-identify it.
7. Access and Correction
You have the right to request access to the personal information we hold about you, and to request correction if it is inaccurate, incomplete, or out of date. To make a request, please contact us using the details below. We will respond within a reasonable timeframe and in accordance with our obligations under the Privacy Act.
8. Cookies and Website Analytics
Our website may use cookies or similar technologies to support website functionality and to understand how visitors use the site. You may configure your browser to decline cookies, though some features of the site may not function as intended as a result. We do not use third-party advertising cookies or tracking networks.
9. Links to Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.
10. Complaints
If you believe we have mishandled your personal information, please contact us in the first instance. We will investigate and respond within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
11. Updates to This Policy
We may update this Privacy Policy from time to time. The current version will always be published on this page with the effective date noted at the top. Continued use of our website or services following any update constitutes acceptance of the revised policy.
12. Contact
For privacy-related enquiries, access requests, or complaints, please contact us at:
Goodrich Partners Pty Ltd
info@goodrich.partners
Goodrich Partners Pty Ltd (ACN 670 117 950). This Privacy Policy applies to Goodrich Partners and its related activities. It does not constitute legal advice.