Last Updated: 27 March 2025
Introduction
Welcome to Loans Sorted, operated by SREE VENKATESHWARA FINANCIAL SERVICES PTY LTD (ABN: 51 645 383 786) (“we”, “our”, or “us”). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website loanssorted.com.au or engage with our services.
We are bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).
Information We Collect
Personal Information
We may collect the following types of personal information:
- Name, address, email address, telephone number
- Date of birth
- Occupation and employment details
- Financial information (including income, expenses, assets, and liabilities)
- Credit information
- Tax file number (where permitted by law)
- Identification documents (such as driver’s licence, passport)
- Bank account details
- Information about your property and other assets
- Information about your requirements and objectives for obtaining a loan
Collection Methods
We collect personal information in various ways, including:
- When you complete forms on our website
- When you schedule a consultation
- During phone calls, emails, or in-person meetings
- From third parties (with your consent), such as your accountant, lawyer, or financial adviser
- From credit reporting bodies (with your consent)
- Through your use of our website (via cookies and similar technologies)
How We Use Your Information
We collect and use your personal information for the following purposes:
- To provide mortgage broking services to you
- To assess your loan application and eligibility
- To communicate with you about our services
- To prepare and submit loan applications to lenders on your behalf
- To comply with legal obligations
- To maintain and improve our services
- To analyse website usage and improve user experience
- To send you marketing communications (where you have consented)
Disclosure of Your Information
We may disclose your personal information to:
- Lenders and other financial institutions in connection with your loan application
- Credit reporting bodies
- Our related companies and business partners
- Third-party service providers who assist us in operating our business
- Professional advisers such as lawyers, accountants, and consultants
- Regulatory authorities and government agencies where required by law
- Potential purchasers of our business
We will not sell, rent, or trade your personal information to third parties for marketing purposes without your explicit consent.
Overseas Disclosure
We primarily store and process your personal information in Australia. However, some of our service providers may operate or store data overseas. If we need to transfer your personal information outside Australia, we will take reasonable steps to ensure that the overseas recipient does not breach the Australian Privacy Principles.
Security of Your Information
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. These measures include:
- Secure storage of physical records
- Password protection and encryption for electronic data
- Restricted access to personal information
- Staff training on privacy and data protection
- Regular security assessments
However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
Cookies and Similar Technologies
Our website uses cookies and similar technologies to enhance your browsing experience. Cookies are small text files that are stored on your device when you visit our website. They help us remember your preferences, understand how you use our website, and improve our services.
You can choose to disable cookies through your browser settings, but this may affect the functionality of our website.
Your Rights and Choices
You have the right to:
- Access your personal information held by us
- Request correction of inaccurate, out-of-date, or incomplete information
- Opt out of receiving marketing communications
- Make a complaint about how we handle your personal information
To exercise these rights, please contact us using the details provided below.
Retention of Information
We will retain your personal information for as long as necessary to fulfil the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When your personal information is no longer needed, we will take reasonable steps to securely destroy or permanently de-identify it.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with a revised “Last Updated” date. We encourage you to review this Privacy Policy periodically.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:
Loans Sorted
SREE VENKATESHWARA FINANCIAL SERVICES PTY LTD
ABN: 51 645 383 786
Address: 8 Warrawee Rd, Wantirna South VIC 3152
Phone: +61 438 191 919
Email: admin@loanssorted.com.au
Office Hours: Monday – Friday, 9am – 5pm (Closed on weekends)
Complaints
If you believe we have breached the Australian Privacy Principles or mishandled your personal information, you can lodge a complaint with us by contacting us using the details above. We will investigate your complaint and respond to you within 30 days.
If you are not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or by calling 1300 363 992.