Privacy Policy

Why do we collect your personal information?

We are collecting personal information about you and any company/trust that you may have involvement in to provide you with our brokerage service. This information is required to allow us to assist you in preparing the loan application and locating a suitable lender. If the information is not provided we may not be able to assist you in locating a suitable lender or it may result in extensive delays.

We may use your information to provide offers or information of other goods or services that we or a third party may be able to provide you with. You have the right to refuse this service and you should instruct your broker should you not wish Curtis Financial Pty Ltd to share your information with such third parties.

Who will my personal information be disclosed to?

People that may review your information include (but may not be limited to):

  • Lenders
  • Mortgage Insurers
  • Valuers
  • Our aggregator
  • Deposit bond providers
  • Personal insurance providers and other mortgage intermediaries
  • Credit reporting agencies (such as VEDA Advantage)
  • Government organisations as required by law
  • Other organisations which assist us (such as printers, mailing houses, lawyers, debt collectors and accountants)
  • Your appointed advisors (such as your solicitor, conveyancer, accountant, real estate agent, your partner or other parties acting on your behalf)


Unless you specify otherwise, we may disclose your information to any person who is acting on your behalf, with your legal authority or who is purporting to act with your legal authority. In addition we may disclose your personal information to any other organisation that you may wish to, or has acquired, an interest in your loan or in our business

You can gain access to this information we hold about you by contacting us on the above mentioned contact number, e-mail address or by directing a written request to Curtis Financial 36 Cox Crescent Dundas Valley 2117. We will hold all information securely and may destroy our records in accordance with established industry document retention practices or as permitted by law.