At Step One Connect, we are committed to protecting your privacy and handling your
personal information in accordance with the Australian Privacy Principles (APPs) as set out
in the Privacy Act 1988 (Cth).
You can access more information about the APPs at the Office of the Australian Information Commissioner (OAIC) website: www.oaic.gov.au
1. What Personal Information We Collect "Personal Information" refers to information or an opinion that can identify an individual. We
may collect:
• Name, address, email and phone • Financial information including income, liabilities, and expenses
We may gather this information through interviews, phone calls, emails, online forms, social
media or our website https://steponeconnect.nicepage.io/Privacy-Policy.html, your website, public sources, and third parties.
Note: We are not responsible for the privacy practices of third-party websites or services.
2. Why Do We Collect Personal Information We collect your information to:
• Connect you with mortgage, investment, building, or insurance brokers
• Provide relevant services and updates
• Market our services (you may opt out at any time by contacting us in writing)
We may also use your information for related secondary purposes that you would reasonably
expect.
3. Sensitive Information "Sensitive Information" includes details such as race, religion, political opinions, health,
criminal history, or union membership.
We will only collect or use sensitive information when:
• It is necessary for the primary purpose
• It is directly related to a secondary purpose
• You give consent, or
• We are required or permitted by law
4. Collection from Third Parties Where appropriate, we aim to collect your information directly from you. If we receive your
data from a third party, we will take reasonable steps to inform you.
5. Disclosure of Personal Information We may disclose your personal information to:
• Third parties where you have given consent
• Regulatory or legal bodies where required by law
6. Data Security We take reasonable steps to protect your information from misuse, loss, and unauthorized
access.
When no longer needed, your personal information will be destroyed or de-identified unless
required to be retained (e.g., client records kept for a minimum of 7 years).
7. Access and Correction You can request access to or correction of your personal information at any time by
contacting us in writing. We may require proof of identity before releasing data.
We do not charge for access requests but may charge a small fee to cover administration costs
for providing physical copies.
8. Keeping Your Information Accurate We take reasonable steps to ensure your personal information is accurate and up to date.
Please notify us if your details change or are incorrect so we can maintain accurate records.
9. Referral and Commission Disclosure Step One Connect has commission-based referral agreements or upfront payment
arrangements with mortgage, investment, building, and insurance brokers who receive your
inquiry via our Home Loan enquiry form.
By using our services or agreeing to this Privacy Policy, you acknowledge and accept these
financial arrangements.
10. Updates to This Policy This Privacy Policy may be updated occasionally. The latest version will be available via our
social media platforms.
11. Contact Us For any questions, complaints, or access requests regarding your personal information, please
contact us:
Email: steponeconnect@gmail.com