PRIVACY POLICY
My Family Finance Pty Ltd | myfamilyfinance.com.au
Last Updated: July 2026
My Family Finance Pty Ltd (“My Family Finance”, “we”, “our”, or “us”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs).
We understand that your personal information is important and take reasonable steps to ensure it is protected at all times.
Our Contact Details
My Family Finance Pty Ltd
Credit Representative Number: 418936
Website: www.myfamilyfinance.com.au
Email: info@myfamilyfinance.com.au
Phone: (03) 9394 6392
Office Address:
C5, Level 1
2 Main Street
Point Cook VIC 3030
1. What Personal Information We Collect
Depending on the services you request, we may collect the following personal information:
- Full name and date of birth
- Contact details (phone, email)
- Residential and postal address
- Employment information
- Income, expenses, assets and liabilities
- Banking details
- Identification documents
- Credit history
- Tax information
- Superannuation information
- Insurance information
- Property ownership details
- Your financial goals and objectives
- Any other information necessary to provide our services
2. How We Collect Your Information
We may collect your personal information:
- Directly from you in person, by phone, or by email
- Through our website and online enquiry forms
- During consultations and meetings
- Through third-party service providers
- From lenders and credit reporting bodies
- From government agencies where authorised by law
- From referral partners, with your consent
3. Why We Collect Your Information
We collect your personal information so we can:
- Assess your financial position and borrowing capacity
- Arrange finance, lending and mortgage broking services
- Provide financial education and coaching
- Help you reduce debt and create wealth strategies
- Provide ongoing client support and advice
- Meet our legal and regulatory obligations
- Improve our services and respond to your enquiries
4. Credit Information
Where necessary, we may collect, hold, use and disclose your credit information to:
- Assess your borrowing capacity
- Submit loan applications on your behalf
- Obtain credit reports
- Verify your financial position
- Meet our responsible lending obligations under the National Consumer Credit Protection Act 2009 (Cth)
5. Who We May Share Your Information With
We only disclose your information where necessary to provide our services or where required by law. Your information may be shared with:
- Banks, lenders and mortgage insurers
- Aggregators and financial planners
- Accountants, solicitors and conveyancers
- Settlement agents and valuers
- Credit reporting bodies
- Government agencies
- Technology and compliance service providers
- Any organisation where required by law
6. Storage and Security
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification and disclosure.
Your information is stored securely using encrypted cloud-based systems and secure document management platforms. Access to your information is restricted to authorised personnel only.
7. Cookies and Website Analytics
Our website (myfamilyfinance.com.au) may use cookies and analytics tools to:
- Improve website performance
- Understand visitor behaviour
- Enhance your user experience
- Measure the effectiveness of our marketing
You may disable cookies at any time through your browser settings. Please note that disabling cookies may affect some website functionality.
8. Marketing Communications
With your consent, we may send you:
- Educational information and finance tips
- Market updates and interest rate news
- Event invitations and promotional offers
You may unsubscribe at any time by clicking the unsubscribe link in any communication or by contacting us directly at info@myfamilyfinance.com.au.
9. Accessing or Correcting Your Information
You have the right to request access to, or correction of, your personal information held by us. To make a request, please contact our Privacy Officer using the details below.
We will respond within a reasonable timeframe in accordance with the Privacy Act 1988 (Cth).
10. Overseas Disclosure
Some of our technology and service providers may store or process your information overseas. Where this occurs, we take reasonable steps to ensure your information remains protected in accordance with Australian privacy laws and the Australian Privacy Principles.
11. Complaints
If you believe your privacy has been breached, we encourage you to contact us first so we can investigate and resolve the matter promptly.
Privacy Officer
My Family Finance Pty Ltd
Email: info@myfamilyfinance.com.au
Phone: (03) 9394 6392
Address: C5, Level 1, 2 Main Street, Point Cook VIC 3030
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or call 1300 363 992.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our services, technology, or legal obligations. The latest version will always be available at myfamilyfinance.com.au/privacy-policy.
By using our website or engaging our services, you acknowledge that you have read and understood this Privacy Policy.
© 2026 My Family Finance Pty Ltd. All Rights Reserved.