Privacy policy.

Last updated: March 2026

Allies of Finance is committed to protecting your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles.

Who we are

Allies of Finance is a mortgage broking business operating under the Loan Market Group aggregator. Our principal broker is Andrew Jackson, based in Freshwater NSW.

What information we collect

We may collect the following:

Name, email address, and phone number when you contact us, book a call, or submit a form on our website

Financial and supporting documentation you provide during the loan enquiry and application process

Usage data collected automatically when you visit our website, including pages visited and time on site

How we collect it

We collect information through:

  • Contact and enquiry forms on this website

  • Calendly when you schedule a discovery call

  • Our chat widget if you interact with it on the site

  • Email and phone communications

  • FileInvite when we request documents from you

  • Our CRM system during the loan process

Why we collect it

We use your information to:

  • Respond to your enquiries and provide mortgage broking services

  • Process and manage your loan application

  • Send you relevant updates, rate reviews, and market information you have opted into

  • Improve our website and services

Third party tools

Our website and business operations use a range of third party tools for purposes including scheduling, document collection, email marketing, workflow automation, and website analytics. These services may collect or process your personal information as part of delivering their functionality. Each operates under its own privacy policy. We do not sell your personal information to any third party.

How we store your information

Client information is stored securely in our CRM system and in Google Drive. Supporting documents collected via FileInvite are stored securely and accessible only to authorised staff. We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access.

Retention

As a credit representative operating under an Australian Credit Licence, we are required to retain certain records for a minimum of seven years in accordance with the National Consumer Credit Protection Act 2009.

Your rights

You have the right to:

  • Request access to the personal information we hold about you

  • Request correction of inaccurate information

  • Request deletion of your information, subject to our legal obligations as a credit representative

Contact us

For any privacy related requests or questions:

Andrew Jackson - Allies of Finance
andrew@alliesoffinance.com
0497 204 380