Effective Date: April 2026 · Last Updated: April 2026

Important Notice

This Privacy Policy explains how Profitable Advisory collects, uses, stores and discloses your personal information. It applies to all personal information collected through our website at www.profitableadvisory.com.au, by phone, by email, and through the course of providing our property advisory and buyers agent services.

By using our website or engaging our services, you agree to the collection and use of your information in accordance with this policy.

1. Who We Are

Profitable Advisory (ABN [INSERT ABN]) is a licensed property buyers agency operating across Victoria, New South Wales, Queensland, Western Australia, South Australia, the Australian Capital Territory and the Northern Territory. We are committed to protecting the privacy of our clients, website visitors and any other individuals whose personal information we handle.

This Privacy Policy has been prepared in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) contained in Schedule 1 of that Act.

Contact Details

2. What Information We Collect

We collect personal information that is reasonably necessary to provide our services or that you choose to provide to us. The types of personal information we may collect include:

Identity and contact information

  •       Full name
  •       Residential or postal address
  •       Email address
  •       Phone number
  •       Date of birth (where required for verification or SMSF-related services)

 

Financial and investment information

  •       Income, assets and liabilities
  •       Borrowing capacity and loan pre-approval status
  •       Investment goals, risk appetite and timeline
  •       Details of existing property holdings
  •       SMSF fund details (where applicable)
  •       Details of preferred property types, locations and price ranges

 

Website and technical information

  •       IP address and browser type
  •       Pages visited on our website and time spent on those pages
  •       Referring website or source
  •       Device type and operating system

 

We do not collect sensitive information (as defined under the Privacy Act, including information about health, race, religion or criminal history) unless it is directly relevant to a service we are providing and you have consented to its collection.

3. How We Collect Your Information

We collect personal information in the following ways:

  •       Directly from you when you complete a contact or booking form on our website, call our office, send us an email or attend a strategy session
  •       Through our website using cookies, analytics tools and contact forms
  •       From third parties including referral partners, mortgage brokers (including Aussie Home Loans), real estate agents and other professionals who refer clients to us or with whom we collaborate on your behalf
  •       Through public sources including property records, planning databases and publicly available market data where relevant to the services we provide

Where it is reasonably practicable, we collect personal information directly from you.

4. Why We Collect Your Information

We collect personal information for the following primary purposes:

  • To provide our property investment advisory and buyers agent services
  • To assess your investment goals and prepare a personalised investment strategy
  • To identify, research and present suitable properties on your behalf
  • To negotiate and manage property acquisitions on your behalf
  • To coordinate with your mortgage broker, conveyancer, accountant and other professional advisers
  • To communicate with you about our services, your enquiry or your property search
  • To comply with our legal obligations as a licensed real estate agent in each state we operate in
  • To respond to complaints or enquiries
  • To improve our website and the services we offer

If we are unable to collect the personal information we need, we may not be able to provide our services to you.

5. How We Use Your Information

We use your personal information only for the purposes for which it was collected, or for related purposes that you would reasonably expect. We will not use your personal information for any other purpose without your consent, unless permitted or required by law.

Specifically, we use your information to:

  • Contact you in response to an enquiry or booking request
  • Prepare and deliver a personalised property investment strategy
  • Source, assess and present investment properties that match your brief
  • Conduct due diligence on properties and prepare reports on your behalf
  • Negotiate on your behalf with selling agents and vendors
  • Coordinate with your mortgage broker, solicitor and other advisers throughout the acquisition process
  • Send you service-related communications, including updates on your property search
  • Send you marketing communications where you have opted in to receive them
  • Maintain internal records and comply with legal and regulatory obligations

6. Disclosure of Your Information

We may disclose your personal information to the following parties where it is necessary to provide our services or required by law:

  •       Mortgage brokers and finance professionals to assist you in securing appropriate financing for your property acquisition
  •       Conveyancers and solicitors to manage the legal aspects of your property purchase
  •       Real estate agents to facilitate property inspections, negotiations and acquisitions on your behalf
  •       Property managers where we introduce you to a property management service following settlement
  •       Accountants and financial advisers where relevant to your investment structure or SMSF requirements
  •       Building and pest inspectors to coordinate due diligence inspections on shortlisted properties
  •       Our technology and software providers including our CRM system, website hosting provider and email platform
  •       Regulators and government authorities where required by law, including state real estate licensing bodies
  •  

We do not sell, rent or trade your personal information to any third party for marketing purposes.

7. Third-Party Service Providers

We use a number of third-party service providers to assist us in operating our business and delivering our services. These providers may have access to your personal information to the extent necessary to perform their functions. We take reasonable steps to ensure that these providers handle your information in accordance with the Australian Privacy Principles.

Our third-party service providers may include:

  •       Website hosting and content management platforms
  •       Customer relationship management (CRM) software
  •       Email marketing and communication platforms
  •       Analytics tools (including Google Analytics)
  •       Booking and scheduling tools (including Calendly)
  •       Payment processing providers (where applicable)

Each of these providers is governed by their own privacy policy. We encourage you to review the privacy policies of any third-party services you interact with through our website.

8. Overseas Disclosure

Some of our third-party service providers may store or process data on servers located outside Australia. Where we disclose personal information to overseas recipients, we take reasonable steps to ensure those recipients handle your information in a way that is consistent with the Australian Privacy Principles.

Countries where data may be stored or processed include, but are not limited to, the United States and countries within the European Economic Area, where major cloud and software providers maintain their infrastructure.

By using our website or services, you consent to potential overseas disclosure of your personal information in accordance with this policy.

9. Marketing Communications

From time to time we may send you marketing communications about our services, market insights, property opportunities and related information. We will only do this where you have opted in to receive such communications or where you are an existing client and we are communicating about services similar to those you have already engaged.

You may opt out of receiving marketing communications at any time by:

We will process your opt-out request promptly and within a reasonable timeframe. Opting out of marketing communications will not affect your ability to receive service-related communications relating to an active engagement.

10. Cookies and Website Analytics

Our website uses cookies and similar tracking technologies to improve your experience, understand how visitors use our site and deliver relevant content. A cookie is a small file stored on your device when you visit a website.

Types of cookies we use

  •       Essential cookies required for the website to function correctly
  •       Analytics cookies used to understand how visitors navigate and interact with our site (via Google Analytics)
  •       Marketing cookies used to track the effectiveness of our advertising and deliver relevant content

You can control or disable cookies through your browser settings at any time. Please note that disabling certain cookies may affect the functionality of our website.

We use Google Analytics to collect aggregated, anonymised data about how visitors use our website. This data is used to improve the content and structure of our site. Google Analytics data is subject to the Google Privacy Policy, available at www.google.com/policies/privacy.

11. How We Store and Protect Your Information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification and disclosure. Our security measures include:

  •       Secure, password-protected systems and databases
  •       Restricted access to personal information based on role and necessity
  •       Use of reputable, security-compliant third-party software providers
  •       Regular review of our data security practices

 

While we take all reasonable precautions, no method of data transmission or storage is completely secure. We cannot guarantee the absolute security of personal information transmitted to or from our website.

We retain your personal information for as long as is reasonably necessary to provide our services, comply with our legal obligations and resolve any disputes. When personal information is no longer required, we take reasonable steps to destroy or de-identify it.

12. Your Rights and Accessing Your Information

Under the Privacy Act 1988 and the Australian Privacy Principles, you have the right to:

  •       Request access to the personal information we hold about you
  •       Request correction of personal information that is inaccurate, incomplete or out of date
  •       Make a complaint about the way we have handled your personal information

 

To request access to or correction of your personal information, please contact us using the details in Section 15. We will respond to your request within a reasonable timeframe, usually within 30 days. In some circumstances, we may not be able to provide access to certain information, for example where doing so would reveal personal information about another individual, or where access would be contrary to law. Where we are unable to grant access, we will provide you with written reasons.

We do not charge a fee for requesting access to your personal information. We may charge a reasonable fee for the cost of providing access if the request is complex or requires significant time to process.

13. Complaints

If you believe that we have not handled your personal information in accordance with this Privacy Policy or the Australian Privacy Principles, we encourage you to contact us in the first instance so that we can attempt to resolve your concern.

To make a complaint, please contact us using the details below. We will acknowledge your complaint within five business days and aim to resolve it within 30 days. If we need additional time, we will let you know.

If you are not satisfied with our response to your complaint, you may refer the matter to the Office of the Australian Information Commissioner (OAIC):

Office of the Australian Information Commissioner

Website: www.oaic.gov.au

Phone: 1300 363 992

GPO Box 5218, Sydney NSW 2001

14. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, legal obligations or technology. When we make material changes, we will update the effective date at the top of this page and, where appropriate, notify you by email or through a notice on our website.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your personal information. Your continued use of our website or services following any changes constitutes your acceptance of the updated policy.

15. Contact Us

If you have any questions, concerns or requests relating to this Privacy Policy or the way we handle your personal information, please contact us:

Contact Details

Profitable Advisory

197 Barkly Street, Footscray VIC 3011

Phone: 0488 319 025

Email: info@profitableadvisory.com.au

Website: www.profitableadvisory.com.au

We are committed to handling your personal information with respect, care and transparency.