Sage Property Advisers are committed to safeguarding the confidentiality of any personal or sensitive information provided by individual clients and/or businesses.
The purpose of this policy is to ensure information received, recorded, accessed and stored appropriately to maintain confidentiality of clients. The policy details the collection process, management of and measure of success in information management ensuring we comply with the Australian Privacy Principles and the Privacy Act 1988.
Information gathering by Sage Property Advisers is in direct relation to the service offerings and required to support the client in their property acquisition goals.
Personal information
For the purposes of this policy personal information means information that is identifiable of a person
Common examples include:
Among many other examples of information collected about a person.
Financial information
For the purposes of this policy financial information means information that is identifiable of a person's financial details or broader wealth:
Among many other examples of information collected about a person.
Sage Property Advisers collects personal and sensitive information directly from clients. We will not collect information unless it is reasonably necessary for the functions or activities of Sage and the representation clients have engaged the business to perform. If clients do not wish to disclose information, we have requested this can be raised with a member of the Sage team.
There may be situations where we collect personal information about you from a third party relevant to the representation in the property market. Where this is the case we will take all reasonable steps to contact the client and ensure that you are aware of the purpose for which we are collecting your personal information.
The business strives for zero instances of a breach of confidentiality relating to sensitive personal and financial information.
Sage Property Advisers uses the personal and sensitive information collected from clients for the primary purpose for which it was collected, being to support the client's property acquisition. This may include:
We will not use personal information for any other purpose, including direct marketing, without the client's consent.
Sage Property Advisers will not disclose personal and sensitive information for the purposes of performing relevant services to third parties without client consent including:
We do not sell or disclose client information to third parties for their own marketing purposes. Where a third-party service provider is engaged to support our operations (for example, IT or cloud storage providers), we take reasonable steps to ensure they handle information in accordance with this policy and the Australian Privacy Principles.
Sage Property Advisers takes reasonable steps to protect personal and sensitive information from misuse, interference, loss, and unauthorised access, modification, or disclosure. This includes:
Where information is stored with cloud or IT service providers located outside Australia, we take reasonable steps to ensure that any overseas disclosure complies with Australian Privacy Principle 8.
In the event of a data breach that is likely to result in serious harm to an individual, Sage Property Advisers will act in accordance with the Notifiable Data Breaches (NDB) scheme under the Privacy Act 1988. This includes assessing the breach, taking steps to contain and remediate it, and notifying affected individuals and the Office of the Australian Information Commissioner (OAIC) where required.
Sage Property Advisers retains personal and sensitive information only for as long as it is required for the purpose for which it was collected, or as required by law. When information is no longer required, it will be securely destroyed or de-identified.
Clients may request access to the personal information Sage Property Advisers holds about them, and may request that inaccurate, out-of-date, or incomplete information be corrected. Requests can be made to the Sage team using the contact details below, and will be responded to within a reasonable timeframe.
Any client who has a concern about how their personal information has been handled may raise this directly with a member of the Sage team. If a client is not satisfied with the response, they may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
Questions or concerns regarding this policy, or requests relating to personal information, can be directed to the privacy contact, administration team at Sage Property Advisers, admin@sagepropertyadvisers.com.au.
All correspondence shall be maintained in our records management system. Information shall be treated as confidential and access restricted.
The director in conjunction with management and human resources at Sage Property Advisers will review the work health and wellbeing policy annually.
