Privacy Policy

Our commitment

Specialist Share Education recognises that your privacy is important. We are committed to protecting your personal information and handling it in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This policy explains the kinds of personal information we collect and hold, how we collect and use it, when we may disclose it, how we protect it, and how you can access, correct or raise concerns about your personal information.

Personal information we collect

The personal information we collect depends on the nature of your dealings with Specialist Share Education. We only collect information that is reasonably necessary for our functions and activities, or as otherwise permitted or required by law.

  • name, residential or postal address and other contact details;
  • phone numbers and email addresses;
  • membership, account and service preferences;
  • payment, banking and transaction information required to process purchases or administer services;
  • communications with us, including enquiries, support requests and other correspondence;
  • survey responses, feedback and information you choose to provide about your investment preferences, experience or interests; and
  • technical information generated when you use our websites or online services, such as IP address, browser or device information, cookies, pixels and website analytics data.

We do not usually collect sensitive information. If we need to collect sensitive information, we will do so only where it is reasonably necessary and with your consent, or where otherwise permitted or required by law.

How we collect personal information

We generally collect personal information directly from you when you join or use our services, purchase a product, complete a form or survey, contact us by email or phone, attend an event, or otherwise communicate with us.

We may also collect information automatically through our websites and online services using cookies, pixels, analytics tools and similar technologies, or receive information from service providers that assist us to deliver our services.

How we use and disclose personal information

We may use and disclose personal information where reasonably necessary to:

  • provide, administer and improve our products, memberships and services;
  • manage your account and communicate with you about your membership, transactions or support requests;
  • process payments and maintain appropriate business and transaction records;
  • understand how members use and value our services, including through surveys, feedback and service research;
  • develop, test and improve products, content, tools and member experiences;
  • analyse website and service usage, maintain security and prevent misuse;
  • send you relevant updates, educational material, offers or other direct marketing where permitted; and
  • meet legal, regulatory, compliance, accounting and record-keeping obligations.

We may disclose personal information to service providers and contractors that assist us with functions such as website and membership hosting, payment processing, email delivery, data storage, analytics, surveys, artificial intelligence tools, professional advice and other business operations. We only disclose information that is reasonably necessary for the relevant purpose, subject to applicable legal requirements.

Surveys, feedback and anonymous responses

From time to time, we may invite members or customers to provide feedback through surveys or other research. Where practicable, we may allow you to respond without identifying yourself.

If a survey asks for contact details and those details are optional, you may leave them blank and respond anonymously. Where you choose to identify yourself, we may combine your response with information we already hold about your membership, such as membership tenure or service usage, to help us understand patterns and improve our services.

Where you respond anonymously, we will not intentionally attempt to identify you from the content of your response. The survey platform may still collect limited technical information required to operate, secure or analyse the service.

Survey findings may be analysed and reported in aggregate or de-identified form. We will not attribute a survey comment to you publicly without your permission.

Use of artificial intelligence tools

We may use artificial intelligence-assisted tools to help summarise, categorise, compare or analyse feedback and other business information, including survey responses. Where practicable, we take reasonable steps to minimise the amount of personal information provided to those tools and to use de-identified or aggregated information where identification is not necessary.

Artificial intelligence tools are used to support our analysis and business processes; we remain responsible for how we use the resulting information and for our privacy obligations.

Anonymity and pseudonymity

Where it is lawful and practicable, you may deal with us without identifying yourself or by using a pseudonym. This may be suitable for some general enquiries or surveys.

In some circumstances we need to know who you are, including where identification is necessary to provide or administer a membership or service, process a payment, maintain account security, or meet legal or regulatory obligations.

Direct marketing

We may use your contact details to send you information about our services, educational content, articles, events or offers that we believe may be relevant to you, where permitted by law.

You can opt out of direct marketing at any time by using the unsubscribe facility in the communication or by contacting us. We do not charge for opt-out requests and will action them within a reasonable period.

Cookies, analytics and online tracking

Our websites and online services may use cookies, pixels and analytics or advertising technologies to operate the site, understand how it is used, measure engagement and improve our communications and services.

You can control cookies through your browser settings. Blocking some cookies may affect the operation or functionality of parts of our websites or online services.

Overseas service providers

Some of the technology and service providers we use may store or process personal information outside Australia, including in the United States. Where overseas disclosure occurs, we take reasonable steps to handle personal information in accordance with applicable Australian privacy requirements and to use providers with appropriate data protection arrangements.

Security and retention

We take reasonable technical and organisational steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

We retain personal information only for as long as it is reasonably required for the purposes for which it may be used or disclosed, or for any period required by law. When personal information is no longer required, we take reasonable steps to destroy it or ensure it is de-identified, subject to any legal or regulatory retention requirements.

Access and correction

You may request access to the personal information we hold about you or ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.

To protect your privacy, we may need to verify your identity before providing access or making a correction. Access may be refused or limited where permitted by law. If we refuse a request, we will provide reasons where required.

We may charge a reasonable fee for providing access where permitted by law. We will let you know about any proposed fee before proceeding.

Privacy complaints

If you believe we have mishandled your personal information or breached this policy or the Australian Privacy Principles, please contact us using the details below and provide enough information for us to investigate the issue.

We will consider your complaint and aim to respond within 30 days. If you are not satisfied with our response, or we do not respond within a reasonable period, you may be able to take the matter to an applicable external dispute resolution scheme or lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

Office of the Australian Information Commissioner: www.oaic.gov.au

Changes to this policy

We may update this Privacy Policy from time to time to reflect changes to our services, technology, legal requirements or information-handling practices. The current version will be published on our website and will show the date it was last updated.

Contact details

Specialist Share Education

Address: 90 Monyash Rd, Carine WA 6020

Telephone: 0421 906 572

Email: justin@specialistshareeducation.com.au

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