Privacy Policy — Claudio Mortgage Broking
Privacy

Privacy Policy

Claudio Mortgage Broking Pty Ltd (ABN 90 108 077 265) and its individual representatives are committed to handling your personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

Website collection notice

Claudio Mortgage Broking Pty Ltd (ABN 90 108 077 265) collects your name, phone number, email address and finance query through our website enquiry form. If you don’t provide these details, we may not be able to help you.

We use your information to respond to your enquiry. If you tick the box to receive updates, you consent to allowing us to send you loan updates and news by email and SMS.

Our website does not use analytics or advertising tracking tools. Our web server and our hosting provider, Cloudflare, may record technical information such as your IP address, browser type and the pages you visit, to run and protect the website.

We may share your information with our aggregator, Beagle Finance Pty Ltd trading as Loankit, which is ultimately owned by Finsure Finance and Insurance Pty Ltd (ABN 72 068 153 926, Australian Credit Licence 384704), and with Your Mortgage Solutions Australia Pty Ltd trading as ACE Lending Solutions Pty Ltd, of which we are an Originator-Member. We may also share it with service providers in Australia who help us run our business.

The rest of this policy explains how to access or correct your information and how to make a complaint.

1. What information we collect

In this policy, “we”, “us” and “our” mean Claudio Mortgage Broking Pty Ltd (ABN 90 108 077 265) and its individual representatives.

To provide mortgage broking services, we collect:

  • your name, date of birth, contact details and identity documents
  • details of your household, employment, income, assets, liabilities and expenses
  • your credit history and credit report
  • details of the loan you need
  • technical information about your visits to our website, as described above

2. How we collect and hold it

We collect information directly from you, including through our website, email, phone, meetings, and our Instagram and LinkedIn pages. With your consent, or where the law allows, we also collect it from lenders, credit reporting bodies, identity verification services and your representatives, such as your accountant.

We hold your information electronically.

3. Why we collect, use and disclose it

We collect, use and disclose your information to:

  • respond to your enquiries
  • assess your needs and arrange finance for you
  • meet our legal and regulatory obligations
  • send you loan updates and news, if you have agreed

To do this, we may disclose your information to lenders, our aggregator Loankit, ACE Lending Solutions, service providers who help us run our business, insurance providers or advisers we refer you to at your request, and others where the law requires it.

4. Disclosure overseas

We do not disclose your personal information to recipients overseas. Our aggregator and the lenders we deal with have their own privacy policies, which explain how they handle your information.

5. Accessing and correcting your information

You can ask to access the personal information we hold about you, or ask us to correct it, by contacting us (section 7).

6. Complaints

If you’re unhappy with how we’ve handled your personal information, please let us know using the details in section 7. We’ll look into it and get back to you.

7. Contact us