Privacy Policy – Phoenix Financial Partners Pty Ltd

Last updated: 06/05/2025

At Phoenix Financial Partners Pty Ltd, your privacy is important to us. This Privacy Policy outlines how we collect, use, store, and disclose your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Who We Are

Phoenix Financial Partners Pty Ltd (ABN 98 604 177 639) is a mortgage broking service based in Australia, operated by Aryan Budhwani. We help individuals and self-employed professionals secure home loans and refinancing solutions through our panel of lenders.

2. What Information We Collect

We may collect the following personal information when you engage with us:

• Full name
• Contact details (email address, phone number)
• Employment and income details
• Financial information, including savings, liabilities, and credit history
• Loan preferences (e.g. type of loan, deposit amount, property value)
• Other information relevant to assessing your borrowing capacity

We typically collect this information directly from you via our website forms, Facebook or Instagram lead forms, phone calls, emails, or other direct communication.

3. How We Use Your Information

We collect and use your personal information to:

• Assess your suitability for home loan products
• Contact you about your enquiry
• Provide mortgage advice and loan comparisons
• Submit loan applications on your behalf (with your consent)
• Comply with our legal obligations

We may also use your contact details to send you follow-up emails, SMS messages, or phone calls related to your enquiry, unless you opt out.

4. Disclosure of Your Information

We may share your information with:

• Accredited lenders or aggregators
• Credit reporting bodies (if applicable and with consent)
• Professional advisers (e.g. accountants or solicitors, if authorised)
• Regulatory or law enforcement authorities, if required by law

We do not sell your information to third parties.

5. Storage and Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Your data is stored securely in electronic systems, some of which may be hosted by third-party service providers.

6. Accessing and Correcting Your Information

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right to access the personal information we hold about you and request corrections if it is inaccurate, incomplete, or out of date.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

7. Marketing and Opt-Out

By submitting your information through our forms or campaigns, you consent to receive communications from us about your enquiry and related services. You may opt out at any time by emailing us or using the unsubscribe link in emails.

8. Cookies and Tracking

If you visit our website, we may use cookies and tracking technologies to improve your user experience and measure the effectiveness of our marketing. This data is anonymised and not linked to your personal identity.

9. Contact Us

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

Phoenix Financial
Email: aryan@phoenixfinancial.com.au
Phone: +61 421 633 533
Website: https://phoenixfinancial.com.au/

10. Changes to This Policy

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