Privacy Policy

Last updated: 23 July 2026

1. We respect your privacy

1.1 Holistic Asset Management Pty Ltd (ABN 23 617 889 415, referred to in this Privacy Policy as “HolisticAM”, “we” or “us”) respects your right to privacy and is committed to safeguarding the privacy of our clients and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This Policy sets out how we collect and treat your personal information.

1.2 “Personal information” is information we hold which is identifiable as being about you.

2. Collection of personal information

2.1 HolisticAM will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.

2.2 You may provide basic information such as your name, phone number, address and email address to enable us to send information, provide updates and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, when you provide information about your personal or business affairs, change your content or email preference, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.

2.3 Additionally, we may also collect any other information you provide while interacting with us.

3. How we collect your personal information

3.1 HolisticAM collects personal information from you in a variety of ways, including when you interact with us electronically or in person, when you access our website and when we provide our services to you. We may receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.

4. Use of your personal information

4.1 HolisticAM may use personal information collected from you to provide you with information, updates and our services. We may also make you aware of new and additional products, services and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.

4.2 HolisticAM may contact you by a variety of measures including, but not limited to telephone, email, or SMS.

5. Disclosure of your personal information

5.1 We may disclose your personal information to any of our employees, officers, insurers, professional advisers, agents, suppliers or subcontractors insofar as reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services.

5.2 We may from time to time need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, in the course of a legal proceeding or in response to a law enforcement agency request.

5.3 We may also use your personal information to protect the copyright, trademarks, legal rights, property or safety of HolisticAM, www.holisticam.com.au, its customers or third parties.

5.4 Information that we collect may from time to time be stored, processed in or transferred between parties located in countries outside of Australia.

5.5 If there is a change of control in our business or a sale or transfer of business assets, we reserve the right to transfer to the extent permissible at law our user databases, together with any personal information and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement to maintain confidentiality. We would seek to only disclose information in good faith and where required by any of the above circumstances.

5.6 By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follow this Policy regarding handling your personal information.

5.7 We may process information relating to our customer relationships, including customer contact information (“customer relationship data”). The customer relationship data may include your name, your employer, your job title or role, your contact details, and information contained in communications between us and you or your employer. The source of the customer relationship data is you or your employer. The customer relationship data may be processed for the purposes of managing our relationships with customers, communicating with customers, keeping records of those communications, promoting our products and services to customers and providing our products and services to customers.

6. Security of your personal information

6.1 HolisticAM is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.

6.2 The transmission and exchange of information is carried out at your own risk. We cannot guarantee the security of any information that you transmit to us or receive from us. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that personal information that we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.

7. Data breach notification

7.1 We take reasonable steps to respond promptly to any actual or suspected data breach involving your personal information. Where a data breach is likely to result in serious harm to any individual whose personal information is involved, we will assess the breach and, where required, notify affected individuals and the Office of the Australian Information Commissioner (OAIC) in accordance with the Notifiable Data Breaches scheme under the Privacy Act 1988 (Cth).

8. Access to your personal information

8.1 You may request details of the personal information that we hold about you in accordance with the Privacy Act 1988 (Cth). There is no charge for making a request. If you would like a copy of the information we hold about you, or you believe that any information we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, please email us at [email protected]. If a fee applies to giving you access, we will advise you of that fee before providing the information, and it will not be excessive.

8.2 We reserve the right to refuse to provide you with information that we hold about you, in certain circumstances set out in the Privacy Act.

9. Complaints about privacy

9.1 If you have any complaints about our privacy practices, please email details of your complaint to us at [email protected]. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.

9.2 If you are not satisfied with our response to your complaint, you may refer the matter to the Office of the Australian Information Commissioner (OAIC) by visiting www.oaic.gov.au, calling 1300 363 992, or writing to GPO Box 5218, Sydney NSW 2001.

10. Changes to this Privacy Policy

10.1 Please be aware that we may change this Privacy Policy in the future. We may modify this Policy at any time, in our sole discretion, and all modifications will be effective immediately upon our posting of the modifications on our website. We will update the “Last updated” date at the top of this page when we do. Please check back from time to time to review our Privacy Policy.

11. Website

11.1 When you visit our website

When you come to our website (www.holisticam.com.au) we may collect certain information such as browser type, operating system, and the website visited immediately before coming to our site. This information is used in an aggregated manner to analyse how people use our site, so that we can improve our service.

11.2 About cookies

We may from time to time use cookies on our website. Cookies are very small files which a website uses to identify you when you come back to the site and to store details about your use of the site. Cookies are not malicious programs that access or damage your computer. Most web browsers automatically accept cookies, but you can choose to reject cookies by changing your browser settings. However, this may prevent you from taking full advantage of our website. Our website may from time to time use cookies to analyse website traffic and help us provide a better website visitor experience. In addition, cookies may be used to serve relevant ads to website visitors through third party services such as Google Ads. These ads may appear on this website or other websites you visit.

We use Google Analytics 4 to analyse the use of our website. Google Analytics gathers information about website use by means of cookies. The information gathered relating to our website is used to create reports about the use of our website. Google’s privacy policy is available here.

11.3 Managing cookies

Most browsers allow you to refuse to accept cookies and to delete cookies. The methods for doing so vary from browser to browser, and from version to version. You can obtain up-to-date information about blocking and deleting cookies via these links (blocking all cookies will have a negative impact upon the usability of many websites):

(a) https://support.google.com/chrome/answer/95647 (Chrome);

(b) https://support.mozilla.org/en-US/kb/cookies-information-websites-store-on-your-computer (Firefox);

(d) https://support.microsoft.com/en-us/microsoft-edge/delete-cookies-in-microsoft-edge (Edge).

11.4 Third party sites

Our site may from time to time have links to other websites not owned or controlled by us. These links are meant for your convenience only. Links to third party websites do not constitute sponsorship, endorsement or approval of these websites. Please be aware that HolisticAM is not responsible for the privacy practices of other such websites. We encourage our users to be aware, when they leave our website, to read the privacy statements of each and every website that collects personally identifiable information.

12. Contact us

12.1 If you have any questions about this Privacy Policy or the way we handle your personal information, please contact us:

Holistic Asset Management Pty Ltd (ABN 23 617 889 415)
Suite 25, 27 Evans Street, Maroochydore QLD 4558
Email: [email protected]
Phone: 07 5300 2777