Client login 07 5441 1266

Maher Digby Securities Privacy Policy

Updated Privacy Policy (ASIC / APP aligned)

Maher Digby Securities Pty Ltd (ABN 56 471 127 413)
Last updated: April 2026

Maher Digby Securities Pty Ltd (“Maher Digby”, “we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in an open and transparent way.

This Privacy Policy explains how we collect, hold, use and disclose your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. What personal information we collect

We collect personal information reasonably necessary to provide financial advice and related services, including:

  • Identification details (name, date of birth, address)
  • Contact details (phone, email)
  • Financial information (assets, liabilities, income, expenses)
  • Employment details
  • Residency and tax status
  • Government identifiers (e.g. TFN where permitted)
  • Information about your objectives, needs and financial situation

We may also collect sensitive information (e.g. health information) where reasonably necessary, such as for insurance advice. We will only collect sensitive information with your consent unless otherwise permitted by law.

2. How we collect personal information

We generally collect personal information directly from you, including when you:

  • complete forms or fact finds
  • meet with us or communicate via phone, email or online
  • use our website or digital tools

We may also collect information from third parties, including:

  • your authorised representatives (e.g. accountant, lawyer)
  • product providers and platforms
  • credit reporting bodies (if relevant)
  • identity verification providers
  • publicly available sources

We only collect personal information by lawful and fair means.

3. Why we collect, use and disclose personal information

We collect and use your personal information to:

  • provide financial advice and services
  • meet legal and regulatory obligations (including AML/CTF identity verification)
  • manage our relationship with you
  • respond to enquiries and complaints
  • improve our services and internal operations
  • provide you with information about relevant products and services (where permitted)

If you do not provide requested information, we may not be able to provide appropriate advice or services.

4. Direct marketing

We may use your personal information to provide you with information about products and services that may be relevant to you.

You may opt out of receiving marketing communications at any time by contacting us or using unsubscribe options provided.

We will not use sensitive information for direct marketing without your consent.

5. Disclosure of personal information

We may disclose your personal information to:

  • financial product issuers and service providers
  • platform providers and paraplanners
  • your authorised representatives
  • professional advisers (e.g. accountants, lawyers)
  • service providers (IT, compliance, administration)
  • auditors, insurers and regulators
  • dispute resolution bodies
  • government and law enforcement agencies where required

We take reasonable steps to ensure third parties handle your information in accordance with privacy laws.

6. Overseas disclosure

Some of our service providers may be located overseas, including in India and the Philippines.

Where we disclose personal information overseas, we take reasonable steps to ensure recipients comply with the Australian Privacy Principles or are subject to substantially similar privacy laws.

7. Data security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

These steps include:

  • secure IT systems and encryption
  • access controls and authentication
  • staff training and confidentiality obligations
  • secure storage of physical records

Where information is no longer required, we take reasonable steps to destroy or de-identify it.

8. Access and correction

You may request access to the personal information we hold about you and request corrections if it is inaccurate, out of date, incomplete or misleading.

We will respond within a reasonable period (generally within 30 days).

We may charge a reasonable fee for access where permitted.

9. Anonymity and pseudonymity

You may request to deal with us anonymously or using a pseudonym where lawful and practicable. However, this may limit our ability to provide financial services.

10. Website and cookies

Our website may collect information such as IP address, browser type and pages visited.

We may use cookies and analytics tools to improve website functionality and user experience.

You can manage cookie preferences through your browser settings.

11. Complaints

If you have a complaint about how we handle your personal information, please contact us:

Privacy Officer
Maher Digby Securities Pty Ltd
PO Box 1156, Nambour QLD 4560
Phone: 07 5441 1266
Email: invest@maherdigby.com.au
Website: www.maherdigby.com.au

We will acknowledge your complaint promptly and aim to resolve it within 30 days.

If you are not satisfied, you may contact:

Office of the Australian Information Commissioner (OAIC)

  • Phone: 1300 363 992 (Enquiries line)
  • From Outside Australia: +61 2 9942 4099
  • Email: oaicintake@oaic.gov.au (Privacy/General) or foi@oaic.gov.au (FOI enquiries)
  • Address: GPO Box 5288, Sydney NSW 2001
  • Website: OAIC

Australian Financial Complaints Authority (AFCA)

  • Postal Address: GPO Box 3, Melbourne VIC 3001
  • Website: www.afca.org.au
  • Phone (Consumers): 1800 931 678
  • Email: info@afca.org.au

12. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will be available on our website.