How we collect, use, store and share personal information.
This is a beta-stage placeholder Privacy Policy summarising standard Australian Privacy Principles (APPs) practice. Replace with your formal policy before launch.
Legacy Financial Planning (“we”, “us”, “our”) is a mortgage broking and financial planning practice based in Richmond, Victoria. We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.
We collect personal information necessary to provide credit assistance and financial services — for example: name, contact details, identification documents, employment and income details, expenses, assets and liabilities, and information about properties involved in any application.
We use your information to assess and lodge applications, comply with legal obligations, manage your file, communicate with you, and improve our service. We do not sell personal information.
Lenders, mortgage insurers, valuers, our aggregator (Connective), credit reporting bodies, our authorising licensee, and government bodies as required. We require these parties to protect your information.
We store information electronically with reasonable safeguards, including access controls and encryption in transit. We retain records for the period required by law.
You can request access to and correction of your personal information at any time by emailing info@legacy.net.au. If you have a complaint, we’ll respond promptly. You may also contact the Office of the Australian Information Commissioner.
Last updated: 2025. Replace with formal policy before launch.
