Our Commitment to Privacy

Capstone Capital Pty Ltd is an Australian Financial Services Licensee and investment advisory company. We provide a personalised service, and where possible we provide advice based on a knowledge of our clients’ needs. Our commitment to protecting your personal information is an integral part of our business operations.

Collecting Information

Before we can provide any financial product advice, financial services or transact any business on your behalf, we are required to collect personal information from you.

The Use and Disclosure of Information

We will use any personal information collected to provide you with the required financial product or financial service and to manage, administer and enhance the product or service provided. From time to time, we may communicate additional information to you such as market updates or information about products or services deemed relevant to your financial needs.
Sometimes, we may disclose your personal information to a third party organisation for the purpose of providing an administrative function or activity on our behalf or if they provide one of the financial products or services we offer. Where the organisation is providing a product or service on our behalf it will usually be named in the form used to collect the information or any accompanying documentation. We may also need to disclose information to a financial institution you have nominated, other Australian Financial Services Licensees, Share Registries, CHESS and the Australian Stock Exchange Group (ASX) for the purpose of completing transactions on your behalf.

Your information may also be released to the Australian Securities & Investments Commission, the ASX or any other governmental agency if required by law or to a court if required by subpoena. Relevant information may also be disclosed to a credit reporting agency or the Stockbrokers’ Mutual Reference Society Limited ACN 000 741 104 and credit reports may be obtained about you from a credit reporting agency, in connection with the establishment of these arrangements and the collection of any overdue payments.

Your Right to Your Information

If you would like access to your personal information that we hold about you, receive more information about Capstone Capital Pty Ltd or obtain a copy of our detailed Privacy Policy, simply contact your Adviser or the Privacy Officer at:

PO Box 7209 Cloisters Square
Perth WA 6850

T:+61 8 9322 3888
F:+61 8 9321 9555