Privacy Policy

Effective Date: 01/01/2025

Last Updated: 27/05/2025

Optio Services (“we”, “our”, or “us”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Collection of Personal Information

We collect personal information necessary to provide our services, which include connecting individuals and businesses with third-party financial service providers. The types of personal information we may collect include:

  • Full name
  • Contact details (e.g., email address, phone number)
  • Date of birth
  • Residential and mailing addresses
  • Employment and income details
  • Financial information relevant to your inquiry
  • Any other information you provide to us directly

We collect this information through:

  • Online forms and applications
  • Telephone and email communications
  • Cookies and tracking technologies on our website

Use of Personal
Information

We use your personal information to:

  • Provide and manage our referral services
  • Connect you with appropriate third-party financial service providers
  • Communicate with you about your inquiries
  • Improve our services and customer experience
  • Comply with legal and regulatory obligations

We do not use your personal information for direct marketing purposes without your explicit consent.

Disclosure of Personal Information

We may disclose your personal information to:

  • Third-party financial service providers to facilitate your inquiries
  • Service providers who assist us in operating our business (e.g., IT support, data storage)
  • Regulatory bodies and law enforcement agencies as required by law

We ensure that any third parties we engage are bound by confidentiality and privacy obligations consistent with this policy.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. These steps include:

  • Implementing secure data storage and encryption
  • Restricting access to personal information to authorized personnel
  • Regularly reviewing our security measures

Access and
Correction

You have the right to access the personal information we hold about you and to request corrections if you believe it is inaccurate, out-of-date, incomplete, irrelevant, or misleading. To make such a request, please contact us using the details provided below.

Complaints

If you have a complaint about how we have handled your personal information, please contact us using the details below. We will investigate your complaint and respond to you within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the 

Australian Information Commissioner (OAIC):

  • Website: www.oaic.gov.au
  • Phone: 1300 363 992
  • Email: enquiries@oaic.gov.au

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns, please contact us:

Optio Services

info@optioservices.com.au