Privacy Policy

Last Updated: September 2026

Introduction

grove-puma is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

By using our website or services, you consent to the practices described in this policy. We encourage you to read this document carefully to understand our approach to data handling.

Information We Collect

Information You Provide

When you interact with us, you may provide personal information including:

• Name and contact details (email address, postal address)
• Financial information relevant to advisory services
• Employment and income details
• Investment goals and risk tolerance preferences
• Any other information you choose to share in correspondence

Information Collected Automatically

When you visit our website, we may automatically collect:

• IP address and browser type
• Pages visited and time spent on site
• Referring website addresses
• Device and operating system information

How We Use Your Information

We use collected information for the following purposes:

• To respond to your enquiries and provide requested services
• To deliver and improve our financial advisory services
• To communicate important updates or changes to our services
• To comply with legal and regulatory obligations
• To analyse website usage and improve user experience
• To protect against fraudulent or unauthorised activity

Information Sharing

We do not sell your personal information. We may share your information with:

• Service providers who assist our operations (subject to confidentiality agreements)
• Professional advisers when coordinating integrated services
• Regulatory bodies when required by law
• Third parties with your explicit consent

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Access controls limiting data availability to authorised personnel
• Regular security assessments and updates
• Staff training on data protection practices

Data Retention

We retain personal information for as long as necessary to fulfil the purposes outlined in this policy, unless a longer retention period is required or permitted by law. Financial records may be retained for seven years or more to comply with regulatory requirements.

Your Rights

Under Australian privacy law, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal obligations)
• Withdraw consent for marketing communications
• Lodge a complaint with the Office of the Australian Information Commissioner

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Significant changes will be communicated through our website or direct notification where appropriate.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Email: [email protected]
Address: Level 12, 45 Collins Street, Melbourne VIC 3000