Introduction

Challis Capital Partners (“Challis”, “we”, “our”, or “us”) is committed to protecting your privacy and handling your personal information in a responsible and transparent manner.
This Privacy Policy outlines how we collect, use, disclose, store, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By accessing our website at www.challiscapital.com.au, engaging with our services, or otherwise providing personal information to us, you consent to the practices described in this Privacy Policy.

What Information We Collect

We may collect personal information that is reasonably necessary for our business activities, including:

  • Name
  • Email address
  • Phone number
  • Postal or business address
  • Employment and professional information
  • Investor or client information
  • Information submitted through enquiry, contact, or application forms
  • Communication preferences
  • Website usage and analytics data

In some circumstances, we may collect additional information where required to comply with legal, regulatory, or business obligations.

How We Collect Personal Information

We may collect personal information when you:

  • Contact us via our website, email, phone, or social media channels
  • Subscribe to newsletters or communications
  • Submit enquiries or requests for information
  • Apply for employment opportunities
  • Engage with our investment, advisory, or other business services
  • Attend meetings, events, or industry functions
  • Visit our website

We may also collect information from third parties where permitted by law.

How We Use Personal Information

We may use personal information to:

  • Respond to enquiries and requests
  • Provide products, services, and information
  • Manage investor, client, and business relationships
  • Assess employment applications
  • Communicate relevant updates and business information
  • Improve our website, services, and user experience
  • Conduct business operations and administration
  • Comply with legal and regulatory obligations

We will only use personal information for purposes that are reasonably expected or otherwise authorised by law.

Disclosure of Personal Information

We may disclose personal information to:

  • Professional advisers, including legal, accounting, and compliance advisers
  • Service providers who assist us in operating our business
  • Technology and IT service providers
  • Regulatory bodies, government agencies, or law enforcement authorities where required by law
  • Other parties with your consent or where authorised by legislation

We take reasonable steps to ensure that third-party service providers handle personal information securely and in accordance with applicable privacy requirements.

Website Analytics and Cookies

Our website may use cookies and similar technologies to enhance user experience and analyse website traffic.

Information collected may include:

  • IP address
  • Browser type and device information
  • Pages visited
  • Time spent on the website
  • Referral sources

This information is generally used for statistical and website performance purposes and does not typically identify individuals directly.

You may choose to disable cookies through your browser settings; however, some website functionality may be affected.

Storage and Security

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

Security measures may include:

  • Secure technology systems
  • Access controls and authentication procedures
  • Data encryption where appropriate
  • Staff confidentiality obligations
  • Ongoing monitoring and security management

While we seek to protect personal information, no transmission of data over the internet can be guaranteed as completely secure.

Overseas Disclosure

Some of our service providers may store or process information using systems located outside Australia.

Where personal information is disclosed overseas, we take reasonable steps to ensure appropriate privacy and data protection measures are in place.

Access and Correction

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

Requests should be submitted using the contact details below.

We may require verification of identity before granting access to personal information.

Direct Marketing

From time to time, we may send information regarding our services, insights, events, or business updates where permitted by law.

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

Complaints

If you have concerns regarding how we handle your personal information, please contact us in writing.

We will investigate complaints and aim to respond within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

Contact Us

For privacy-related enquiries, requests, or complaints, please contact us.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements, technology, or business practices.

Any updates will be published on this page, and the revised version will take effect upon publication.

Privacy Commitment

Challis Capital Partners is committed to protecting your privacy and handling personal information with integrity, transparency, and in accordance with Australian privacy laws.