Privacy Policy

InterFinancial Corporate Finance Limited (“InterFinancial”) respects and protects your privacy as set out in the following Policy. This version of this policy is effective from 1 June 2023. InterFinancial reserves the right to review or update this policy at any time.  The Current version of the policy is on our website. 

Contact 

If you contact us using the Contact Page, InterFinancial will collect your name, e-mail address and the reason for your contact. If you wish to be contacted by us by phone, you can choose to provide a contact telephone number.  

InterFinancial may ask you for further information to provide you with advice and/or financial services. 

Use and disclosure 

InterFinancial only collects information that is necessary for us to perform our functions.  The personal information InterFinancial has collected from you as a client is necessary for one or more of our services or activities provided to you.   If, at a future date, InterFinancial seeks to use the or disclose the information for a different purpose, we will contact you to seek your consent for this additional use or disclosure. 

InterFinancial will obtain the information from you and store into a secure third party CRM. If it is necessary for InterFinancial to disclose your personal information to different third parties, we will contact you and obtain your consent for this disclosure. 

Storage and Security 

InterFinancial will store your personal information physically and electronically. It may store the information with reputable third party data-storage providers. Where this occurs, contractual arrangements will be put in place to ensure the provider takes appropriate measures to protect the privacy of the stored information but we cannot guarantee that data is absolutely safe from intrusion by others. 

InterFinancial will ensure that in relation to any personal information it holds that it will take such steps as are reasonable in the circumstances to protect the information from: 

(a) misuse, interference and loss; and 

(b) unauthorised access, modification or disclosure. 

If InterFinancial holds information which it no longer needs (for any purpose for which the information may be used or disclosed) or it is no longer required to keep, it will take such steps as are reasonable in the circumstance to destroy the information or to ensure that the information is deidentified. 

What personal information we may collect from our clients and other stakeholders 

Depending on the service provided and the individual circumstances of our clients, InterFinancial can hold the following kind of personal information for our clients.  

  • Personal details – name, contact details, date of birth, gender 
  • Employment details (eg. Where we collect staff details for DD) 
  • Education details (eg. where we collect CVs or bios) 
  • Financial information – including bank details, and financial assets  
  • Information about significant third parties – business partners, accountants and legal advisers. 
  • Trade and professional services  
  • ‘Sensitive information’ such as trade and professional associations. 

 

If you choose to interact with InterFinancial online, we may also collect the following information in relation to this medium: 

  • your server and IP address 
  • the name of the top-level domain (for example, .gov, .com, .edu, .au) 
  • the type of browser used 
  • the date and time you accessed the site 
  • the pages accessed and documents downloaded 
  • the previous site you visited. 

InterFinancial uses Google Analytics to capture statistical information for use in improving the content and useability of our website and to our online offerings.  

What we may use your personal information for 

  • Verify your identity and nominated significant third parties in any significant transactions 
  • Find, create and support solutions for clients’ financial and non-financial goals 
  • Building shareholder value 
  • Assist with the design and implementation of business initiatives – including, acquisitions, sales, mergers and takeovers 
  • Tailoring market intelligence to the client 
  • Financial and business support services 
  • Performing business reviews and forward business planning 
  • Providing access to debt, mezzanine and private equity capital 
  • Business problem solving. 

 

InterFinancial will only collect personal information from our clients to deliver our services to them and will only use and disclose this information in accordance with this Policy, personally agreed arrangements and all relevant laws including the Privacy Act 1988 (Cth). 

Access and amendment 

You may request access to any of the personal information InterFinancial holds about you requesting access in writing to: 

Brad Shaw 

Chief Executive Officer 

InterFinancial Corporate Finance Limited 

Level 2, 201 Charlotte Street 

Brisbane QLD 4000   

We will endeavour to respond to your request within 7 working days. We will respond to your request to access your personal information in accordance with the Privacy Act. 

It is important to InterFinancial that the personal information we hold about our clients is accurate, current, complete, relevant and not misleading. It you do not consider that this is the case, please write to us to request an amendment at: 

Brad Shaw 

Chief Executive Officer 

InterFinancial Corporate Finance Limited 

Level 2, 201 Charlotte Street 

Brisbane QLD 4000 

We may contact you periodically to check that the personal information we hold about you is accurate and up-to-date. 

Privacy Complaints 

If you have any concerns, or wish to otherwise make a complaint about how InterFinancial has dealt with your personal information, you can provide your concerns in writing to: 

Brad Shaw 

Chief Executive Officer 

InterFinancial Corporate Finance Limited 

Level 2, 201 Charlotte Street 

Brisbane QLD 4000   

InterFinancial will deal with your concern firstly, through its internal complaints-handling mechanism and secondly, via its external dispute resolution process. 

As an Australian Financial Services Licence holder, InterFinancial is required to have an internal complaints-handling mechanism. All complaints must be addressed to us in writing at Level 2, 201 Charlotte Street, Brisbane, Queensland, 4000.  You may contact us on P: 07 3218 9100, E: bshaw@interfinancial.com.au.  If the dispute is not resolved within 30 days of the complaint being received, then the complainant may refer the matter to the Australian Financial Complaints Authority (AFCA), GPO Box 3, Melbourne, Vic, 3000.  Tel: 1800 931 678.​ 

Contact Page 

Buying, selling or merging your business is one of the most important events in your life. You need someone you can trust and who understands. Contact InterFinancial to discuss your options and help you achieve more. 

InterFinancial will use your contact details for the purpose of advising you as to whether our services can assist you with this event. [Optional: For more detailed information on how InterFinancial deals with personal information, please see our Privacy Policy at https://interfinancial.com.au/privacypolicy/ ] 

Tel: +61 7 3218 9100 

Fax: +61 7 3218 9199 

Email: admin@interfinancial.com.au