Privacy Policy

Last updated: 2nd October 2026

This Policy applies to Cleverly Finance Pty Ltd (Cleverly Finance) and all staff. The privacy of your personal information is important to us. We are committed to respecting your right to privacy and protecting your personal information. We are bound by the Privacy Act 1988 (Cth). Our staff are trained to respect your privacy in accordance with our standards, policies and procedures.

About this Privacy Policy

At Cleverly Finance, we are committed to protecting your privacy and handling your personal information with care and transparency.

This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

1. What Information We Collect

We may collect the following types of personal information:

• Name, address, date of birth
• Contact details (email, phone number)
• Employment and income details
• Financial and credit information
• Identification documents (e.g. driver’s licence, passport)
• Property ownership and loan details
• Any other information relevant to providing our services
• The state you live in and what best describes you (for example first home buyer, owner occupier or investor), when you download a free guide or resource from our website

2. How We Collect Information

We collect personal information when you:

• Submit an enquiry or apply for a loan through our website
• Contact us via phone, email, or social media
• Use our services or interact with our team
• Authorise us to access information from third parties (e.g. banks, credit agencies)
• Download a free guide, checklist or calculator from our website

3. Why We Collect Your Information

We collect your information to:

• Assess your financial needs and loan eligibility
• Provide mortgage broking and financial services
• Communicate with you about your application or enquiry
• Meet legal and compliance obligations
• Improve our website and client experience

4. Free guides and downloads

When you download a free guide, checklist or calculator from our website, we ask for your first and last name, email address, phone number, the state you live in, and what best describes you (first home buyer, owner occupier or investor). We use this information to:

• Send you the download you requested
• Contact you by phone, email or SMS to ask whether you would like help with your home loan
• Send you information, updates and resources that are relevant to your situation and state

You can opt out of marketing emails and SMS at any time by using the unsubscribe link in our messages, replying STOP to an SMS, or contacting us using the details below. If you do not provide the requested details, we will not be able to send you the download.

These details are stored in our website’s ordering system, which is hosted by a third-party web hosting provider. Only our team can access them.

6. How We Share Your Information

We may share your personal information with:

• Lenders, credit providers, and mortgage aggregators
• Government bodies (e.g. when required by law)
• Third-party service providers (e.g. software, compliance, or document storage)
• Your authorised representatives (e.g. accountant, lawyer)

We never sell your personal information.

7. Data Storage and Security

We take reasonable steps to protect your information from misuse, interference, loss, unauthorised access, or disclosure. Your data is stored securely in electronic form, using trusted Australian and international cloud-based services.

6. Access and Correction

You have the right to:

• Access the personal information we hold about you
• Request corrections if the information is inaccurate or outdated

Please contact us using the details below.

8. Cookies and Website Analytics

Our website may use cookies to improve your browsing experience and collect anonymous usage data. You can manage or disable cookies via your browser settings.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

9. Contact Us

If you have any questions about this Privacy Policy or wish to make a complaint, please contact:

Cleverly Finance

Email: admin@cleverlyfinance.com.au
Website: www.cleverlyfinance.com.au

Phone: 0403 614 687

If you are not satisfied with the outcome of your complaint, you are entitled to contact the following entities:

Office of the Australian Information Commissioner

Ph: 1300 363 992
e: enquiries@oaic.gov.au
Mail: GPO Box 5218
SYDNEY NSW 2001

The Australian Financial Complaints Authority (AFCA)

Phone: on 1800 931 678

Email: at info@afca.org.au

In writing: GPO Box 3, Melbourne VIC 3001

You can learn more about the Privacy Act and your rights at www.privacy.gov.au

Updates

We may review and amend this Privacy Policy from time to time to address changes to laws and to reflect our current operations and practices. You may obtain a copy of the current version on request.