Privacy Policy

Southern Cross Finance Group (“we”, “us”, “our”) is committed to protecting your privacy and ensuring your personal information is handled responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our online platform and services.

Information We Collect

We collect personal information to provide and improve our financial advisory services, including investment advisory, wealth management, financial planning, superannuation consulting, and corporate finance solutions.

• Identification details, such as full name, date of birth, and contact information
• Financial and transactional data relevant to advisory and management services
• Information you provide in correspondence or consultations with us

How We Use Your Information

Your information is used to deliver and tailor our financial services, to meet legal and regulatory obligations, and to communicate with you effectively.

• Providing investment advisory and wealth management services
• Managing client accounts and records
• Complying with financial regulations and auditing requirements
• Improving our services and client engagement

Legal Basis for Processing

We process your personal data based on:

• Your consent, where provided
• The necessity to perform a contract or deliver financial services to you
• Compliance with legal and regulatory obligations

Disclosure of Your Information

We may share your information with trusted third parties solely to support our services, comply with law, or as otherwise permitted by you.

• Regulatory bodies and government authorities as required by law
• Service providers assisting in delivering financial and administrative services
• Professional advisors, such as auditors and legal consultants

Data Security

We implement industry-standard security measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction.

Your Rights Under GDPR and Australian Privacy Law

Depending on your jurisdiction, you may have rights including accessing, correcting, or deleting your personal data, as well as withdrawing consent or objecting to certain processing activities.

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete data
• Request erasure or restriction of processing in certain circumstances
• Withdraw consent where processing is based on consent
• Lodge a complaint with a supervisory authority if you believe your privacy rights have been infringed

Retention of Personal Data

We retain your personal information only as long as necessary to provide our services and meet legal obligations, including regulatory requirements and taxation laws.

Contact Us

For inquiries about this Privacy Policy or to exercise your privacy rights, please contact: