AltVest Privacy Policy

Altvest Pty Ltd (Altvest) (ABN 55 647 086 360) is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (the Privacy Act). This Privacy Policy sets out how Altvest handles personal information.

This Privacy Policy does not apply to personal information collected by Altvest that is exempted under the Privacy Act, for example employee records.

Altvest may modify this Privacy Policy from time to time to reflect its current privacy practices.

In this Privacy Policy, ‘Altvest’, ‘we’, ‘us’ and ‘our’ is a reference to Altvest Pty Ltd.


The types of personal information we collect depends on the nature of our engagement with you. Examples of personal information we may collect include:

  • names, job titles, contact and address details
  • information in identification documents (for example: passport or driver’s licence)
  • tax file numbers and other government-issued identification numbers
  • date of birth and gender
  • bank account details, shareholdings and details of investments
  • details of superannuation and insurance arrangements
  • educational qualifications, employment history, salary and referee reports
  • visa or work permit status
  • your Internet Protocol (IP) address
  • payment details and
  • personal information about your spouse and dependants.

It may be necessary in some circumstances for Altvest to collect sensitive information about you in order to provide specific services or for recruiting purposes. Examples of the types of sensitive information that may be collected in such circumstances include professional memberships, ethnic origin, criminal record and health information.

It is generally not practical to remain anonymous or to use a pseudonym when dealing with Altvest as usually we need to use your personal information to provide specific services to you, or which relate to or involve you.


2.1 How we collect personal information

Generally we collect your personal information from you directly (for example, when we deal with you in person or over the phone, when you send us correspondence (including via email), when you complete a questionnaire, form or survey, when you subscribe to our publications or when you use our website or our social media).

Sometimes it may be necessary for us to collect your personal information from a third party. For example, we may collect your personal information from your employer where they are our client, from your personal representative, another Altvest member firm or a publicly available record.

We may also collect personal information about you from your use of our websites and information you provide to us through contact mailboxes or through the registration process on our websites.

2.2 Where you provide us with personal information about someone else

If you provide us with someone else’s personal information, you should only do so if you have their authority or consent to provide us with that information. You should also take reasonable steps to inform them of the matters set out in this Privacy Policy or any Privacy Collection Statement we give you.

2.3 Holding personal information

Altvest holds personal information in hard copy and electronic formats. We take security measures to protect the personal information we hold including physical (for example, security passes to enter our offices and storage of files in lockable cabinets) and technological (for example, restriction of access, firewalls, the use of encryption, passwords and digital certificates).

We also have policies and processes which govern document retention and data breach incidents. In some cases, Altvest engages third parties to host electronic data (including data in relation to the services we provide) on our behalf.

2.4 Purpose for collecting, holding, using and disclosing personal information

Altvest collects, holds and uses personal information for a number of purposes including:

  • to provide and enhance our services
  • to respond to requests or queries
  • to maintain contact with our clients and other contacts and keep them informed of our services, industry developments, seminars and other events
  • to verify your identity
  • for administrative purposes, including processing payment transactions
  • for recruitment purposes
  • for purposes relating to the employment of our personnel and providing internal services or benefits to our personnel
  • when engaging service providers, contractors or suppliers relating to the operation of our business
  • to manage any conflict of interest or independence obligations or situations
  • to conduct surveys
  • for seeking your feedback
  • to meet any regulatory obligations
  • as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business (including Altvest’s business) or entering into an alliance, joint venture or referral arrangement or
  • to develop our expertise and know how, for benchmarking purposes, analytics, quality assurance and thought leadership, and other purposes related to our business.

As part of an engagement, if you are a customer, an employee, a contractor or supplier of services to one of our clients, then we may disclose your personal information as part of providing services to that client.

The types of third parties to whom we may disclose your personal information include:

  • experts or other third parties contracted as part of an engagement
  • our agents, third party contractors and suppliers
  • our professional advisers
  • third parties as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business (including Altvest’s business) or to enter into an alliance, joint venture or referral arrangement or
  • government or regulatory bodies or agencies, as part of an engagement or otherwise, (for example, the Australian Taxation Office).

We do not disclose personal information to third parties for the purpose of allowing them to send marketing material to you. However, we may share non-personal, de-identified or aggregated information with select third parties for research or promotional purposes other than direct marketing.

2.5 Disclosure of personal information overseas

We may store, process or back-up your personal information on servers that are located overseas (including through third party service providers).


Altvest may use your personal information for the purpose of marketing its services to you.

If you do not want to receive marketing material from us, you can contact us as detailed below:

  • for electronic communications, you can click on the unsubscribe function in communications; or
  • through contacting our Privacy Contact Officer


4.1.1 Cookies

Cookies may be placed on your computer or internet-enabled device whenever you visit us online. This allows the site to remember your computer or device and serves a number of purposes.

Although most browsers automatically accept cookies, you can choose whether or not to accept cookies via your browser's settings (often found in your browser's Tools or Preferences menu).

You may also delete cookies from your device at any time. However, please be aware that if you do not accept cookies, you may not be able to fully experience some of our website's features.

Cookies by themselves do not tell us your email address or otherwise identify you personally. In our analytical reports, we may obtain other identifiers including public IP addresses, but this is for the purpose of identifying the number of unique visitors to our website and geographic origin of visitor trends, and is not used to identify individual visitors.

4.1.2 Social media widgets and applications

The Altvest website and services may include functionality to enable information sharing via third party social media applications, such as the Facebook Like button and Twitter widget.

These social media applications may collect and use information regarding your use of the Altvest website. Any personal information that you provide via such social media applications may be collected and used by members of that social media application separate to Altvest.

Such interactions that are monitored by social media applications are governed by the privacy policies of the relevant companies that provide the applications. We do not have control over, or responsibility for, those companies or their use of your information.

In addition, the Altvest website may host blogs, forums, crowd-sourcing and other applications or services (collectively “social media features”). The purpose of social media features is to facilitate the sharing of knowledge and content.

Any personal information that you provide on any Altvest social media feature may be shared with other users of that social media feature (unless otherwise stated at the point of collection), over whom we may have limited or no control.

4.2 Links to third party websites

The Altvest website may contain links to third parties’ websites. These other websites are not subject to our privacy policy and procedures. You will need to review those websites to view a copy of the relevant privacy policy.

Unless expressly advised, Altvest does not endorse, approve or recommend the services or products provided on third party websites.

4.3 Your choices

You have several choices regarding your use of the Altvest website. In general, you are not required to provide personal information when you visit our website. However, if you make an enquiry or subscribe to receive information about our services, events and industry updates or wish to apply for a job, provision of certain personal information will generally be required to facilitate such requests.


You can request access to your personal information, subject to some limited exceptions as permitted or required by law. Such request must be made in writing to Altvests Privacy Contact Officer.

Altvest may charge reasonable costs for providing you access to your personal information.


If you believe that any personal information Altvest has collected about you is inaccurate, not up-to-date, incomplete, irrelevant or misleading, you may request correction. To do so, please contact Altvests Privacy Contact Officer and we will take reasonable steps to correct it in accordance with the requirements of the Privacy Act.


If you wish to make a complaint to Altvest about our handling of your personal information, you can contact Altvests Privacy Contact Officer as below. Following your initial contact, you will be asked to set out the details of your complaint in writing in a form provided

Altvest will endeavour to reply to you within 30 days of receipt of the completed complaint form and, where appropriate, will advise you of the general reasons for the outcome of the complaint.

In some circumstances, Altvest may decline to investigate the complaint (for example if the complaint relates to an act or practice that is not an interference with the privacy of the person making the complaint).

If you are not satisfied with the outcome of your complaint, you can refer your complaint to the Office of the Australian Information Commissioner.


If you have a query in relation to this Privacy Policy, or would like to notify Altvest that you: no longer wish to receive marketing material from us, wish to want to access or correct your personal information or wish to make a complaint about Altvest’s handling of your personal information; please contact Altvest as follows:

Privacy Liaison
Privacy Contact Officer
Level 12, 77 York Street
Sydney NSW 2000

Last updated June 2021