Pinnacle Connect Pty Ltd – Privacy Statement

Pinnacle Connect Pty Ltd (“Pinnacle Connect”, “we”, “us”, or “our”) is committed to protecting the privacy of individuals and handling personal information in a transparent, responsible, and secure manner. This Privacy Statement explains how we collect, use, disclose, store, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. What personal information we collect

We collect personal information that is reasonably necessary for our business activities, including:

  • Name, job title, and professional contact details
  • Business information relating to insurance brokers, authorised representatives (ARs), and licensee networks
  • Information provided through surveys, evaluations, or feedback forms
  • Information about your interactions with us (emails, calls, meetings)
  • Website usage data, analytics, cookies, and technical information
  • Any other information you choose to provide to us

We do not collect sensitive information unless it is provided voluntarily and is reasonably necessary for our functions, or unless required or authorised by law.

2. How we collect personal information

We collect personal information in several ways, including:

  • Directly from you (meetings, calls, emails, forms, surveys, or online interactions)
  • Through our website, digital tools, and analytics technologies
  • From publicly available sources
  • From industry partners, insurers, or service providers where permitted
  • Through participation in our evaluation programs or research activities
3. Why we collect personal information

We collect and use personal information to:

  • Deliver our services, including broker–network evaluation, matching, and insights
  • Facilitate transparent, impartial connections between brokers and networks
  • Conduct research, surveys, and industry analysis
  • Improve our frameworks, tools, and service offerings
  • Communicate with you about our services, updates, or opportunities
  • Comply with legal and regulatory obligations
  • Manage our business operations and relationships

We only use personal information for the purposes for which it was collected, or for related purposes that you would reasonably expect.

4. Disclosure of personal information

We may disclose personal information to:

  • Service providers who support our operations (IT, analytics, communications, data hosting)
  • Third-party document management, workflow, and evaluation platforms used to store, organise, and process information for our matching and assessment activities. These providers may access personal information only to the extent necessary to perform their functions and must comply with privacy and security obligations consistent with the Australian Privacy Principles.
  • Insurers, networks, or industry partners participating in our evaluation processes
  • Professional advisers (legal, accounting, compliance)
  • Government agencies or regulators where required by law
  • Any other party with your consent

We do not sell personal information.

5. Overseas disclosures

Some service providers may store or process information outside Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients comply with privacy standards consistent with the Australian Privacy Principles.

6. Data security and retention

We take reasonable technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. These measures may include access controls, encryption, secure storage environments, and contractual obligations with third-party service providers.

Personal information is retained only for as long as necessary to fulfil the purposes for which it was collected or to meet legal obligations. When no longer required, information is securely destroyed or de-identified.

7. Access and correction

You may request access to the personal information we hold about you, or request corrections if you believe the information is inaccurate, incomplete, or outdated.

We will respond within a reasonable timeframe and may require verification of your identity before providing access.

8. Anonymity and pseudonymity

Where lawful and practical, you may interact with us anonymously or using a pseudonym. However, in many cases we may be unable to provide services without identifying information.

9. Cookies, analytics, and digital tracking

Our website and digital tools may use cookies, tracking technologies, and analytics services to improve user experience and understand engagement. You may adjust your browser settings to refuse cookies, though this may affect website functionality.

10. Complaints

If you have a concern about how your personal information has been handled, please contact us using the details below. We will work with you to resolve the issue promptly and fairly.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):

Office of the Australian Information Commissioner (OAIC)
Website: www.oaic.gov.au
Phone: 1300 363 992
Email: enquiries@oaic.gov.au
Postal: GPO Box 5218, Sydney NSW 2001

11. Contact us

For privacy enquiries, access requests, corrections, or complaints, please contact:

Pinnacle Connect Pty Ltd
Email: hello@pinnacleconnect.com.au
Phone: 0422 265 219

12. Updates to this Privacy Statement

We may update this Privacy Statement from time to time. The most current version will always be available on our website.