Privacy Policy

How we collect, use, and protect your personal information

Last Updated: November 2025

Atomos Assets Pty Ltd (ABN 58 138 582 564) ("Atomos," "we," "us," or "our") is committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Information We Collect

We collect personal information that is necessary to provide you with our financial services. The types of information we may collect include:

  • Personal Details: Name, date of birth, address, contact details
  • Financial Information: Income, assets, liabilities, investment goals, risk tolerance
  • Identification Documents: Driver's license, passport, or other government-issued ID
  • Tax Information: Tax File Number (TFN), tax residency status
  • Employment Information: Occupation, employer details
  • Transaction Information: Details of financial products and services you use

2. How We Collect Information

We collect personal information through:

  • Application forms and questionnaires
  • Face-to-face meetings and consultations
  • Phone conversations and video conferences
  • Email and written correspondence
  • Our website and online forms
  • Third parties such as your accountant, solicitor, or other advisers (with your consent)
  • Publicly available sources

3. Why We Collect Your Information

We collect, use, and disclose your personal information for the following purposes:

  • To provide you with financial advice and services
  • To assess your financial needs and objectives
  • To manage your investment portfolio
  • To comply with legal and regulatory obligations (including AML/CTF laws)
  • To verify your identity
  • To process transactions and maintain accurate records
  • To communicate with you about our services
  • To improve our services and develop new offerings
  • To conduct market research and analysis

4. How We Use and Disclose Information

We may disclose your personal information to:

  • Product Providers: Fund managers, platform operators, insurance companies
  • Service Providers: IT service providers, cloud storage providers, professional advisers
  • Regulatory Bodies: ASIC, ATO, AUSTRAC, as required by law
  • Related Entities: Companies within our corporate group
  • Professional Advisers: Lawyers, accountants, auditors
  • Third Parties: With your consent or as otherwise permitted by law

We do not sell your personal information to third parties.

5. Data Security

We take reasonable steps to protect your personal information from:

  • Misuse, interference, and loss
  • Unauthorized access, modification, or disclosure

Our security measures include:

  • Secure IT systems with firewalls and encryption
  • Secure physical storage of documents
  • Access controls and authentication protocols
  • Regular security assessments and updates
  • Staff training on privacy and security

6. Overseas Disclosure

In some circumstances, we may disclose your personal information to overseas recipients, such as:

  • International investment product providers
  • Cloud storage providers with servers located overseas

When we do so, we take reasonable steps to ensure that overseas recipients comply with the APPs or are subject to substantially similar privacy protections.

7. Your Rights

Under the Privacy Act, you have the right to:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Complaints: Lodge a complaint about how we handle your personal information

To exercise these rights, please contact us using the details below.

8. Accessing and Correcting Your Information

You can request access to or correction of your personal information by contacting us. We will respond to your request within a reasonable timeframe. There is generally no charge for requesting access, but we may charge a reasonable fee if the request is complex or resource-intensive.

9. Marketing Communications

We may use your contact details to send you information about our services, market updates, and educational materials. You can opt out of receiving marketing communications at any time by:

  • Clicking the "unsubscribe" link in our emails
  • Contacting us directly

10. Website and Cookies

Our website may use cookies and similar technologies to:

  • Improve website functionality and user experience
  • Analyze website usage and traffic
  • Remember your preferences

You can control cookies through your browser settings. Disabling cookies may affect website functionality.

11. Retention of Information

We retain your personal information for as long as necessary to:

  • Provide you with services
  • Comply with legal and regulatory requirements
  • Resolve disputes and enforce our agreements

We are required to retain certain records for at least 7 years under the Corporations Act 2001 (Cth).

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be published on our website with a revised "Last Updated" date. We encourage you to review this policy periodically.

13. Complaints

If you believe we have breached the Privacy Act or the APPs, you may lodge a complaint with us. We will:

  • Acknowledge your complaint within 7 days
  • Investigate your complaint
  • Provide a response within 30 days (or notify you if more time is needed)

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):

OAIC Contact Details:
Phone: 1300 363 992
Email: enquiries@oaic.gov.au
Website: www.oaic.gov.au

14. Contact Us

If you have any questions about this Privacy Policy or wish to access or correct your personal information, please contact us:

Atomos Assets Pty Ltd
Address: Unit 5, 21 William Street, Double Bay, NSW 2028
Phone: +61 2 5503 5016
Email: privacy@atomos-email.com

ABN: 58 138 582 564
AFSL: 342 901