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Privacy Policy

This Policy was last updated on 26th March 2026

Serene Capital, Australian Financial Services Licence No. 461047 (‘we’, ‘our’, ‘us’) is bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (Privacy Act). This Privacy Policy sets out how we collect, use and share your personal information and how to contact us with any queries or concerns.

We may update this Policy from time to time. The most recent version will always be available at https://www.serenecapital.com.au/. If we make any material changes, we will post a notice on our website along with the updated Policy and may also contact you via your contact details on file.

For any queries, concerns or complaints about how we handle your personal information, please contact our Privacy Officer:

Privacy Officer Contact

Email: info@serenecapital.com.au 

Postal address: 

Suite 8, Ground
168 St Georges Terrace
Perth WA 6000

Attention: Privacy Officer

Please note that links on our website to third-party sites are not subject to this Policy.

1. What information do we collect and why?

In providing our products and services, we may collect personal and other information through the following mechanisms:

Directly from you: Information you provide to us in person, by email, by phone or other means, which may include:

  • Contact information: name, address, email address and telephone number;
  • Personal information: date of birth and identification details;
  • Financial information: payment details; and/or
  • Business details: such as your Australian Business Number.
 

Automatically: We may use cookies or similar technologies to collect data such as your IP address, server information and how you interact with our website. This information is not linked to you personally.

Device: If you interact with us via a mobile device, we may receive technical information about your device and location. This information is not associated with you personally.

Other sources: Where necessary, we may collect information from publicly available records maintained by ASIC, APRA, AUSTRAC or other relevant entities, or from third parties such as real estate agents, contractors or other parties you have authorised.

You may interact with us anonymously or using a pseudonym, though this may not be practicable when engaging our services.

2. How we use your information

2.1 Primary Purpose

We use your personal information for the purpose for which it was collected, or a related purpose that you would reasonably expect. This includes to:

  • Provide you with the products, services or information you request;
  • Personalise your experience with our products and services;
  • Contact you for operational purposes; and
  • Comply with applicable laws, including ‘know your customer’ identification requirements under the Anti-Money Laundering and Counter Terrorism Financing Act 2006.
 

2.2 Disclosure to third parties

We may disclose your personal information to third parties who assist us in providing and administering our products and services, or where required by law. These third parties may include:

  • Outsourced service providers, including software providers and professional advisors;
  • Government agencies including APRA, ASIC, AUSTRAC, OAIC and the ATO;
  • Related bodies corporate; and
  • Other third parties you have authorised.
 

We do not sell or license your information to third parties.

2.3 Credit information

We do not disclose any credit information we hold about you to any credit reporting bodies.

3. How we store and secure your information

We store your personal information in electronic databases and, where applicable, as securely archived physical copies. We take reasonable steps to protect your information from misuse, loss and unauthorised access by:

  • Applying physical, electronic and procedural safeguards in line with industry standards;
  • Limiting internal access to your information;
  • Imposing confidentiality obligations on our staff; and
  • Using technologies such as firewalls, encryption and password-protected databases.
 

Where we no longer require your personal information and are not legally required to retain it, we will take reasonable steps to destroy or de-identify it.

We do not disclose personal information overseas unless you request or authorise us to do so.

4. Accessing and updating your information

You may request access to the personal information we hold about you by contacting us in writing. We will require identity verification and will respond within 30 days.

If you believe any information we hold about you is inaccurate or out of date, please contact our Privacy Officer. We will endeavour to process correction requests within 30 days and will provide written reasons if a request is rejected.

5. Complaints

If you believe we have not complied with applicable privacy laws, please contact our Privacy Officer in writing with a thorough description of your concerns. We will respond within a reasonable period and will require identity verification before processing any request.

If you remain dissatisfied after contacting us, you may lodge a complaint with:

Office of the Australian Information Commissioner GPO Box 5218, Sydney NSW 2001

For more information, visit the Australian Information Commissioner’s website.