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Privacy Policy

Bourse Advisory Pty Limited is strongly committed to protecting your privacy and has taken steps to protect the information you share with us.

For online services

Any details provided including email addresses will not be supplied to third parties with exception to the extent necessary to comply with our obligations as required or authorised by law.

For Clients

In order for us to provide advice appropriate to your personal circumstances, you will be asked to provide certain detailed personal information about your investment objectives, financial situation and particular needs, either in writing or orally.

This information will be kept strictly confidential.

If you rely upon our advice it is incumbent upon you to provide us with full details of your personal circumstances so that we can make a proper judgment as to the suitability or otherwise of the securities under discussion.

If you choose to provide this information you should ensure that your advisor becomes aware of any changes that may be relevant when advice is given in the future.

Any personal information collected will be handled in accordance with our Privacy Policy. This Privacy policy details how we comply with the requirements of the Privacy Act in the handling of your personal information. We will only disclose personal information to third parties carrying out functions on behalf of the Licensee on a confidential basis, or to the extent necessary to comply with our obligations as required or authorised by law.