Privacy Statement

Effective Date: 20/01/2025

Peloton Partners (“we,” “our,” or “us”) is committed to protecting the privacy of individuals whose personal information we collect and process. This Privacy Policy outlines how we manage personal information in compliance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Types of Personal Information We Collect

We may collect and hold the following types of personal information:

Client information: Names, contact details, roles, salary information and other identifying details of our business clients.
End-client information: Names, adviser(s) portfolio values, fees, and the services they receive as provided to us by our clients.
Other data: Any other information required for the services we provide, including the financial reports and client lists from our business clients.

2. How We Collect Personal Information

We collect personal information:

Directly from our clients through secure shared drives, emails, updating of our client facing software (yourLeadout) and other correspondence.

3. Why We Collect Personal Information

We collect, hold, use, and disclose personal information for the following purposes:

To provide consultancy services to our clients.
To analyze and process financial and portfolio data on behalf of our clients.
To comply with legal and regulatory obligations.
To improve our services and client experience.
To leverage artificial intelligence (AI) tools in assisting with financial data analysis, identifying trends, and enhancing service delivery. These AI tools do not make autonomous decisions but assist in processing and interpreting data.

4. Disclosure of Personal Information

We may disclose personal information to:

Our employees, contractors, and trusted third-party service providers who assist in delivering our services.
Regulatory authorities or as required by law.
Other parties with your consent or as directed by our clients.

We do not sell personal information to third parties.

5. Data Security

We take reasonable steps to protect personal information from misuse, loss, unauthorized access, modification, or disclosure, including:

Implementing data encryption and access controls.
Maintaining secure systems and networks.
Regularly reviewing and updating our security practices.
Where AI is used in data processing, we implement safeguards to ensure transparency, accuracy, and compliance with privacy laws. AI-generated insights are subject to human oversight and validation.

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. Data no longer required will be securely deleted or de-identified.

7. Access and Correction of Personal Information

Individuals have the right to:

Request access to the personal information we hold about them.
Request corrections to ensure the information is accurate, up-to-date, and complete.

Requests can be submitted via contact details in section 10. We will respond within a reasonable timeframe.

8. Complaints and Concerns

If you believe we have breached your privacy rights, you may contact us at:

admin@pelotonpartners.com.au

We will investigate your complaint and respond promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The latest version will always be available on our website.

10. Contact Us

For any questions or concerns about this Privacy Policy or your personal information, please contact: