Privacy Policy
Last updated: 27 September 2026
Privacy at a glance
- We collect your name, contact details, postcode, the approximate value of your savings, super and investments, how confident you are managing your finances, how you'd like to receive advice, and whether your partner is also seeking advice, when you ask us to arrange a free call with a financial adviser.
- With your consent, we pass these details to one licensed adviser we select for you. That adviser pays us a fee if you attend the call. You pay nothing.
- We use cookies and tracking pixels, including the Meta Pixel, to measure and show our ads. We may also share a scrambled copy of your email and phone number with Meta so we don't keep showing you ads after you enquire.
- We never sell your details to anyone else.
- You can ask to see, correct or delete your information, or stop hearing from us, at any time.
- Questions or complaints: Seaton@MeetMyAdviser.com.au or 0479 180 397.
The full policy below explains each of these in detail.
1. About us and this policy
Meet My Adviser introduces Australians preparing for retirement to licensed local financial advisers. We are a client acquisition service. We do not give financial advice, and we do not recommend any financial product.
In this policy, "we", "us" and "our" means Seaton Mitchell Blayney trading as Meet My Adviser, ABN 78 441 056 995. We handle personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.
This policy covers our website meetmyadviser.com.au, our Facebook and Instagram ads and pages, and any contact you have with us by phone, email, SMS or message. It does not cover the websites or practices of the advisers we introduce you to, or of Meta, Google or other platforms.
Our Privacy Officer
For any privacy question, request or complaint, contact our Privacy Officer:
- Email: Seaton@MeetMyAdviser.com.au
- Phone: 0479 180 397
- Post: Privacy Officer, Meet My Adviser, 2/61 Thomas Street, Greenslopes QLD 4120
You can ask for a free copy of this policy in another format, such as a printed copy, and we will provide it where reasonable.
2. What personal information we collect
We only collect what we need to match you with a suitable adviser and run our service.
| What | Examples |
|---|---|
| Contact details | First name, last name, email, phone number |
| Location | Your postcode, so we can match you with a local adviser |
| Financial profile | The band you choose for the total value of your cash savings, super and investments (for example $300,000 to $1m), and how confident you are managing your finances |
| Booking details | How you'd like to receive advice (phone or video call, or in person), and whether your partner is also seeking advice. We only ask yes, no or not applicable, and collect no details about your partner. |
| Consent records | What you agreed to, and the date and time you agreed |
| Communications | What you tell us by phone, email, SMS, message or form, and complaint details |
| Referral outcome | Whether you attended the call with the adviser |
| Online and ad data | IP address, device and browser type, pages visited, which ad you clicked, and whether you submitted a form, collected through cookies and tracking pixels (section 8) |
Sensitive information. We do not ask for sensitive information, such as health information, and we do not want it. We also do not ask for tax file numbers, bank or card details, or account balances. Please don't send these to us. If you do, we will destroy or de-identify them unless the law requires us to keep them.
Age. We do not knowingly collect information from anyone under 18. If we learn we have, we will delete it.
3. How we collect it
We collect most personal information directly from you, when you:
- fill in the booking form on our website
- submit a lead form inside one of our Facebook or Instagram ads (Meta collects your answers and passes them to us)
- call, email, text or message us
- talk with us about booking, rescheduling or replacing your call
We also collect some information from others:
- the adviser we introduce you to tells us whether you attended your call, so we can bill them and check our service is working
- cookies and tracking pixels collect information about your visit to our website and your interaction with our ads (section 8)
We do not buy contact lists, and we do not collect your details from other lead generators or comparison sites.
If we receive personal information we didn't ask for and couldn't have lawfully collected, we will destroy or de-identify it. Section 9 explains how we store and protect what we hold.
4. Why we collect and use it
We collect, hold and use your personal information to:
- work out whether our service suits you and which adviser is a good match
- introduce you to that adviser, with your consent, and arrange your free call
- send booking confirmations and reminders
- arrange a replacement introduction if a call doesn't go ahead
- answer your questions and handle complaints
- measure and improve our ads, website and service
- bill advisers for booked introductions and keep business and tax records
- meet our legal obligations
We will only use your information for another purpose if you agree, if it is related to these purposes and you would reasonably expect it, or if the law allows or requires it.
If you don't give us your contact details, postcode and answers to our booking questions, we can't arrange an introduction.
Automated decisions. We do not use computer programs to make decisions about you that could significantly affect your rights or interests. A person reviews every enquiry before we decide whether and to whom to introduce you.
5. Who we share it with
The adviser we introduce you to. When you request a call, you consent to us passing your name, contact details, postcode and your answers to our booking questions to one licensed financial adviser or advice firm we select for you. The adviser will be an Australian financial services licensee or one of its authorised representatives. We tell you who they are when we confirm your booking, and they will contact you by phone or email to arrange the call. From then on, the adviser handles your information under their own privacy policy.
We are paid by advisers for booked introductions. The adviser pays us a fee when you attend a call with them. The call is always free for you. We only disclose your details to an adviser with your consent, and we will not pass them to a second adviser without asking you first.
Service providers who help us run the business, such as our website host, form and email tools, customer records system, SMS provider, advertising platforms, bank and accountant. They may only use your information to provide their service to us.
Advertising platforms. Our tracking pixels share information about your visit and form submission with Meta (section 8).
Others where required or allowed by law, for example under a court order, to a regulator such as the OAIC or ASIC, or to prevent a serious threat to someone's life, health or safety.
We never sell, rent or trade your details to list brokers, other lead generators, super funds or product providers.
6. Information sent overseas
The advisers we introduce you to are in Australia. Some of our service providers store or process personal information overseas. We are likely to disclose personal information to recipients in these countries:
| Provider | What they do for us | Likely location |
|---|---|---|
| Meta (Facebook, Instagram) | Lead forms, ad measurement, tracking pixel | United States, Ireland |
| Business email (Gmail), our private enquiry spreadsheet (Google Sheets) and the script that receives booking forms (Google Apps Script) | United States | |
| Cloudflare | Hosts our website. Your form answers are not stored on Cloudflare; it only handles technical details such as your IP address. | United States (global network) |
Before we use a provider, we take reasonable steps to make sure they handle personal information in a way consistent with the Australian Privacy Principles.
7. Calls, messages and marketing
About your enquiry. When you request an introduction, you agree that we and the adviser we introduce you to may call, email or text you about arranging your call. This applies even if your number is on the Do Not Call Register. We will not cold call you.
Marketing. We only send marketing emails or texts, such as retirement planning articles or reminders about our service, if you have agreed to receive them. Every marketing message identifies us and includes a free, simple way to unsubscribe. We act on unsubscribe requests within 5 working days.
You can also opt out any time by contacting our Privacy Officer, and you can ask us where we got your details. Opting out of our marketing does not stop the adviser contacting you about a call you booked. Contact them directly if you no longer want to hear from them.
We do not sell or share your details with anyone else for their own marketing.
8. Cookies, tracking pixels and analytics
Our website uses cookies and tracking pixels. These are different things, and we use both.
- Cookies are small files stored in your browser. We use them to remember your cookie choice and, through the Meta Pixel, to measure our ads. We don't use Google Analytics.
- Tracking pixels are small pieces of code from a third party. When you load a page, the pixel sends information about your visit to that third party. We use the Meta Pixel.
What the Meta Pixel sends to Meta. Your IP address, device and browser details, the pages you visit, which ad brought you here, and the fact that you submitted our booking form. Meta may match this to your Facebook or Instagram account. We set up the pixel so it does not send your form answers, such as your name, email or savings band.
Why we use it. To measure which ads work, to show our ads to people likely to be interested, and to avoid showing ads to people who have already enquired. We may also upload the email addresses and phone numbers of people who have enquired to Meta, in scrambled (hashed) form. Meta uses them only to match people to their accounts, so we can stop showing our ads to people who have already enquired and reach people with similar interests. You can ask our Privacy Officer to exclude your details from this at any time.
Meta may also use this information for its own purposes under its own privacy policy.
Your choices. When you first visit our site, a banner lets you turn off non-essential cookies and tracking pixels. You can change this any time using the "Cookie settings" link in our footer. You can also ask our Privacy Officer to stop using your information for targeted ads, block or delete cookies in your browser, and limit ad tracking in your Facebook, Instagram and Google settings. Our booking form still works if you opt out.
9. How we store, protect and keep it
We hold your information electronically, using cloud-based service providers (section 6). We don't keep paper files.
Our website does not store your details. When you submit the booking form, your answers travel over an encrypted (HTTPS) connection straight to our Google Workspace account. They are kept in a private spreadsheet and sent to our business inbox, which only we can access. The form rejects incomplete or altered submissions and limits repeated ones, to protect against spam and misuse.
We take reasonable steps to protect it from misuse, interference, loss, and unauthorised access, change or disclosure. These include password-protected accounts, two-factor authentication where available, and limiting access to people who need it. No system is perfectly secure.
We keep your information only as long as we need it:
- Enquiries that don't lead to an introduction: destroyed or de-identified within 12 months
- Introductions, consent records and billing records: kept for 5 years after the introduction, for tax and legal records
After that, we securely destroy or de-identify it.
10. Accessing, correcting or deleting your information
You have the right to ask for access to the personal information we hold about you, and to ask us to correct it if it is wrong, out of date, incomplete or misleading. You can also ask us to delete it.
Contact our Privacy Officer (section 1) by email, phone or post. You don't need to use a particular form. We will confirm your identity, then respond within 30 days. We don't charge for requests or corrections.
If we refuse access or a correction, we will explain why in writing and tell you how to complain. If we don't correct information, you can ask us to attach a statement that you believe it is wrong.
If you ask us to delete your information after an introduction, we will delete our copy, except records we must keep by law (section 9). The adviser holds their own copy, so contact them separately.
11. Staying anonymous
You can browse our website and ask general questions without telling us who you are. To arrange an introduction, we need your real name and contact details, so an adviser can reach you.
12. If there is a data breach
If a data breach is likely to cause serious harm to anyone, we will notify the people affected and the Office of the Australian Information Commissioner (OAIC) as soon as practicable, as required by the Notifiable Data Breaches scheme.
13. Making a privacy complaint
If you think we have breached the Australian Privacy Principles, please tell us so we can fix it.
- Contact us first, in writing. Email or post your complaint to our Privacy Officer (section 1). Tell us what happened and how you'd like it resolved.
- We investigate. We will acknowledge your complaint within 7 days, look into it, and give you a written response within 30 days.
- If you're not satisfied, you can complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au or on 1300 363 992. The OAIC usually expects you to have given us 30 days to respond first.
Complaints about financial advice you receive go to the adviser's own complaints process, and then to the Australian Financial Complaints Authority (AFCA) at afca.org.au.
14. Changes to this policy
We review this policy at least once a year, and whenever our practices or the law change. The latest version is always on our website, with the date it was last updated. If we make a significant change to how we share your information, we will tell people with active enquiries directly.
We welcome feedback on this policy. Send it to our Privacy Officer.
Last updated: 27 September 2026