Danielle Forde Property Advisory (“we”, “us”, “our”) is committed to respecting your privacy and protecting your personal information. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). We also comply with relevant NSW legislation, including the Property and Stock Agents Act 2002 (NSW), Residential Tenancies Act 2010 (NSW), and all associated regulations regarding the handling and storage of client information. We ensure that all employees, contractors and service providers understand their obligations through internal policies, confidentiality agreements and appropriate training. This Policy applies to all interactions you have with us, including in person, by phone, by email, through our website, or through any digital platform we use in the course of business.
1. About this Privacy Policy
This Policy explains how we collect, use, disclose, store and protect your personal information. Its purpose is to:
- Explain the types of personal information we collect and hold.
- Explain how and why we collect personal information.
- Describe how personal information is used, stored and disclosed.
- Explain how to access and update your personal information.
- Provide information about how to make a complaint.
- Explain whether we may disclose information to overseas recipients.
- Ensure transparency in how we operate.
2. Definitions
Personal Information
Information or an opinion about an identified individual, or someone who is reasonably identifiable, whether true or not and whether recorded in material form or not.
Sensitive Information
Includes information about an individual’s:
- Racial or ethnic origin
- Political opinions
- Religious or philosophical beliefs
- Membership of professional or trade associations or unions
- Sexual orientation or practices
- Criminal record
- Health information
- Genetic or biometric information
Sensitive information is only collected where necessary and with consent, or as otherwise permitted by law.
Health Information
Information about disability, health services, or health conditions, or an opinion about a person’s future health needs.
3. Collection of Personal Information
We collect personal information that is reasonably necessary for us to deliver buyer advocacy, seller advocacy, coaching and property advisory services.
The types of information we may collect include:
- Name
- Date of birth
- Residential and postal addresses
- Email address
- Phone numbers
- Occupation and employer
- Financial information (e.g., income, lender or broker information)
- Identification documents (where required by law or contract)
- Property ownership details
- Family details relevant to property requirements
- Property preferences, budgets, briefs and goals
- Information relating to negotiations, due diligence and inspections
- Notes from discussions or consultations
We do not intentionally collect sensitive information unless required or authorised. However, information you provide may indirectly reveal sensitive information (e.g., health requirements for accessibility).
How information is collected
We may collect personal information directly from you via:
- Meetings, phone calls or emails
- Digital forms or questionnaires
- Our website
- CRM systems
- Service agreements or property briefs
We may also collect information from third parties, including:
- Conveyancers or solicitors
- Mortgage brokers or lenders
- Previous agents or property managers
- Inspectors, valuers or tradespeople
- Publicly available sources
- Tenancy or property databases
- Property management or CRM platforms
If we receive unsolicited information, we will determine whether it could have been lawfully collected. If not, we will destroy or de-identify it where reasonable.
Anonymity and pseudonyms
You may choose to withhold identifying information where lawful and practical. However, in most property transactions and advisory services, accurate identity is required for:
- Agency agreements
- Negotiations
- Exchange and settlement
- Trust account compliance
- Due diligence processes
4. Use and Disclosure of Personal Information
Your personal information may be used for purposes including:
- Providing buyer advocacy or seller advocacy services
- Property coaching or advisory services
- Negotiations, research and due diligence
- Facilitating offers, contracts and exchanges
- Communicating with you about relevant properties
- Coordinating professional services
- Compliance with legal obligations
- Managing our business relationship with you
- Marketing our services (unless you opt out)
Disclosure to third parties
We may disclose your personal information to:
- Property sellers, buyers, or their representatives
- Solicitors or conveyancers
- Mortgage brokers or lenders
- Trades, inspectors, valuers or service providers
- Professional advisors
- CRM or cloud-based software providers
- Marketing or communication service providers
- Insurance providers
- NSW Land Registry Services or other government agencies
- Utility or service-connection providers
- Payment processors
- Law enforcement where required by law
We only disclose personal information:
- With your consent
- Where related to the purpose of collection
- Where required or authorised by law
- Where reasonably necessary for enforcement or regulatory activities
Overseas disclosure
Some third-party systems or cloud storage providers may hold data overseas. We take reasonable steps to ensure these providers comply with the Australian Privacy Principles.
5. Marketing Communications
We may contact you with updates, newsletters, market insights or service information.
You may opt out at any time by contacting us or using the unsubscribe link (if applicable).
6. Accuracy of Personal Information
We take reasonable steps to ensure the personal information we hold is accurate, complete and up to date.
You may request that we correct your information at any time.
7. Security of Personal Information
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure.
Security measures may include:
- Confidentiality agreements
- Password-protected systems
- Secure cloud storage
- Access controls
- Locked physical storage
- Secure destruction or de-identification of information no longer required
We review our security measures regularly.
8. Website and Internet Privacy
Our website may contain links to external sites. These websites have their own privacy policies, and we are not responsible for their practices.
9. Access to Personal Information
You may request access to the personal information we hold about you. We will:
- Acknowledge your request within 7 business days
- Provide access within 7–10 business days
- Verify your identity before releasing information
- Provide the information in your preferred format where reasonable
We may charge a reasonable fee for collation or reproduction.
Access may be refused in situations permitted by the Privacy Act, such as where:
- It threatens the safety or privacy of others
- The request is frivolous or vexatious
- Disclosure is unlawful
- The information relates to anticipated or ongoing legal proceedings
- Disclosure would prejudice negotiations or enforcement activities
If access is refused, we will provide written reasons and outline complaint options.
10. Complaints
If you believe we have breached the Australian Privacy Principles, you may lodge a complaint with us. We will:
- Acknowledge your complaint within 2 business days
- Investigate and respond within 20 business days
- Provide updates if additional time is required
If you are not satisfied with our response, you may contact:
Office of the Australian Information Commissioner (OAIC)
GPO Box 5218, Sydney NSW 2001
Email: enquiries@oaic.gov.au
Phone: 1300 363 992
12. Review of this Policy
This Privacy Policy will be reviewed:
- Annually
- Following significant legislative or system changes
- After any data or privacy incident
- At our discretion to maintain compliance
The most up-to-date version will be available on our website.