Privacy Policy
How we collect, use, and protect your personal information
Last updated: September 2026
Introduction
Mesa-Beam is committed to protecting your privacy and handling your personal information in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy outlines how we collect, use, store, and disclose your personal information.
Information We Collect
We may collect the following types of personal information:
- Contact details including name, email address, and postal address
- Financial information relevant to providing advisory services
- Employment and income information
- Investment history and objectives
- Risk tolerance assessments
- Website usage data through cookies and analytics
How We Collect Information
We collect personal information through:
- Direct communications including enquiry forms, emails, and consultations
- Website interactions and analytics tools
- Third-party sources where you have consented to disclosure
- Publicly available sources
Purpose of Collection
We use your personal information to:
- Provide investment and financial planning services
- Respond to enquiries and consultation requests
- Communicate relevant information about our services
- Comply with legal and regulatory obligations
- Improve our website and services
- Conduct internal analysis and research
Disclosure of Information
We may disclose your personal information to:
- Related entities and service providers assisting with service delivery
- Professional advisers including accountants and solicitors
- Regulatory bodies as required by law
- Third parties with your explicit consent
We do not sell or rent your personal information to third parties for marketing purposes.
Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, modification, disclosure, or destruction. These measures include secure data storage, access controls, and staff training on privacy obligations.
Data Retention
We retain personal information for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce agreements. Financial records are retained in accordance with Australian regulatory requirements.
Your Rights
You have the right to:
- Access your personal information held by us
- Request correction of inaccurate information
- Request deletion of your information where legally permissible
- Withdraw consent to marketing communications
- Lodge a complaint with the Office of the Australian Information Commissioner
Cookies and Website Analytics
Our website uses cookies to enhance user experience and collect analytical data. You can manage cookie preferences through your browser settings. For more details, please refer to our Cookie Policy.
Changes to This Policy
We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Material changes will be communicated through our website.
Contact Us
For privacy-related enquiries or to exercise your rights, please contact us at:
Email: [email protected]
Address: Level 12, 225 George Street, Sydney NSW 2000, Australia