Privacy Policy
Bull Invest is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and disclose your personal information, and how we comply with the Australian Privacy Principles under the Privacy Act 1988 (Cth).
By using our website or engaging our services, you agree to the collection and use of your information as described in this policy.
Personal information we collect
Personal information means any information that identifies you or from which your identity could reasonably be determined. The types of personal information we may collect include your name, email address, phone number, residential address, occupation, and employment details. Where you engage with us for investment strategy purposes, we may also collect financial information including your income, assets, liabilities, superannuation position, tax situation, and investment goals. This information is collected to allow us to develop and deliver a personalised investment strategy direction for you.
We collect personal information in several ways. You may provide it to us directly when you submit an enquiry or book a Discovery Call through our website, when you engage us for investment strategy services, or when you communicate with us by phone or email. We may also receive information about you from third parties where you have consented to that, for example from your accountant or mortgage broker if they refer you to us.
How we use your personal information
We use the personal information we collect to respond to your enquiries and facilitate Discovery Call bookings, to develop and deliver your personalised investment strategy plan, to coordinate with the members of your investment team (including your accountant, mortgage broker, and property research analyst) as part of delivering our services, to communicate with you about your strategy, and to send you updates or information about Bull Invest where you have consented to receive them.
We do not use your personal information to make unsolicited sales calls or share your information with third parties for their own marketing purposes.
Sharing your personal information
As part of delivering our accountant-led investment model, your personal information may be shared with the coordinated team members working on your strategy. This includes the accountant, mortgage broker, and property research analyst engaged to support your investment plan. Each of these professionals operates under their own professional obligations and privacy commitments.
We may also disclose your personal information to third-party service providers who assist us in running our business, including our customer relationship management platform, email communication tools, and booking software. These providers are required to handle your information securely and only for the purposes we have engaged them for.
We will not disclose your personal information to any other party without your consent, unless we are required to do so by law.
Some of our third-party service providers may store data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure your information is protected to a standard consistent with the Australian Privacy Principles.
Website data and cookies
When you visit our website, we may collect non-identifying information such as your browser type, device, pages visited, and time spent on the site. This is used for website analytics and improvement purposes only. Our website may use cookies to improve your browsing experience. You can disable cookies through your browser settings, though this may affect some website functionality.
When you submit a contact form or book a Discovery Call through our website, the personal information you provide is collected and stored securely. We will only use it to respond to your enquiry or confirm your booking.
Keeping your information secure
We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access, modification, or disclosure. Your information is stored securely using appropriate technical and organisational measures. We review our data security practices regularly.
We will retain your personal information for as long as is necessary to deliver our services or as required by law. When your information is no longer required, we will destroy or de-identify it securely.
Accessing and correcting your information
You have the right to request access to the personal information we hold about you, and to request a correction if that information is inaccurate, incomplete, or out of date. To make a request, please contact us using the details below. We aim to respond within 30 days. In some circumstances we may charge a reasonable fee for retrieving and providing your information.
Marketing communications
If you have provided your contact details and consented to receive communications from us, we may from time to time send you updates or information relevant to your investment strategy or Bull Invest services. You can opt out of these communications at any time by contacting us directly or using the unsubscribe function in any email we send.
Complaints
If you believe we have handled your personal information in a way that does not comply with this policy or the Australian Privacy Principles, please contact us. We will acknowledge your complaint within seven days and aim to resolve it within 30 days. If you are not satisfied with our response, you may escalate your complaint to the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or by calling 1300 363 992.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our business, services, or legal obligations. The current version will always be available on our website. We encourage you to review this policy periodically.
Contact us
For any privacy-related questions, requests, or complaints, please contact Bull Invest at [insert contact email] or through the contact form on our website at www.bullinvest.com.au.
This Privacy Policy was last updated June 2025.