Skip to main content

Collection Notice

Who we are

Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) and its relevant subsidiaries, individually or collectively referred to as Sharesies, provides an investor directed portfolio service (IDPS) and other supporting products and services. For more information about Sharesies, including its related companies, visit our help centre at sharesies.com.au. 

In this Privacy Collection Notice, ‘we’, ‘us’ or ‘our’ refers to Sharesies. 

What this notice contains

This notice describes how we collect, hold, use and share the personal information you share with us across the Sharesies mobile and web app (our platforms).

It includes:

  • The kinds of personal information we collect

  • Why we collect and use that information

  • Who we might share your information with

  • How to access our Privacy Statement or contact us about our privacy practices.

You should also read the terms for the products and services we offer, including our IDPS Guide and product feature terms and conditions. These terms may contain more information about the ways we collect, hold, use and share personal information for those products and services. 

From time to time, we may update this collection notice without notice to you, unless it is a material change or we are required by law. You can always access this notice on our website.

What personal information is

Personal information includes information or opinions about individuals that’s identified or could be reasonably identifiable. This can include a person’s name, age, gender, postcode and contact details. It might also include financial information, such as a person’s transaction details, and other types of data. An investor’s annual statement, containing their name, would be an example of reasonably identifiable information. 

What information we collect

We collect your personal information when you use or access our platforms, and on an ongoing basis when you use and engage with our products and services, including:

  • Information about your identity, such as your name and contact details

  • Information about your personal circumstances, such as your marital status, age, and gender

  • Information contained in your identity documents or government-issued concession cards, such as your driver’s licence, passport, Medicare card and pension cards 

  • Financial information, including transactions and payments made using our platforms and details of any of your assets and liabilities

  • Information you provided us as part of opening an account with us

  • Information about your use of our online services, platform and websites, including login details, activity logs, IP address, and information collected by cookies

  • Details of consents you’ve provided us regarding the sharing of your data

  • Your responses to surveys, searches or chats in our platform, including your inputs into free text fields

  • Information about the electronic devices you are using to access our platforms, and how you use them, including pages, click rates, scrolling movements, and time on pages. We may use this information to create a behavioural profile that relates to you specific to you. We can use this to identify unusual behaviour. 

Information that we collect about you might include sensitive information. Where we are collecting your information, we will ask for your permission. 

Information about you might be collected directly or from third parties, including:

  • Someone acting on your behalf

  • Third party service providers who capture data when you use our platform on our behalf

If you give us information about others, you must have their authority and ensure that you tell them what’s in this notice.

Why we collect your information

We collect, use and share your information to provide our services and products to you. This includes:

  • confirm your identity you and manage our relationship with you, including to communicate with you about our  products and services and your account

  • identify , manage and minimise security risks and detect and prevent frauds, scams and unauthorised activity. 

  • to comply with our legal obligations

  • enabling you access to your account and the platform, updating your account and your interaction with our products and services, such as processing trades, top-ups, withdrawals and payments (to you, us or third parties)

  • notifying you of account activity or upcoming investment opportunities that you are eligible to participate in, for example, a rights offer

  • responding to complaints

  • to design, price, manage and improve our products and services, as well as our digital features

  • managing our security holder records 

  • for any reason or purpose in our Privacy Statement

  • any other purpose which you have consented to or that is necessary to provide our products and services to you

If you don’t provide us with your personal information or allow us to collect your information, or you give us inaccurate, incomplete, false or misleading information, we might not be able to give you access to our platform, products or services. 

You will need to ensure that the information you give us is accurate, current and complete. And you must let us know as soon as possible if your personal details have changed. 

Who we share your information with

Information we hold about you might be shared with members of Sharesies or related companies of Sharesies ultimately owned by Sharesies Group Limited (NZBN 9429048719322) (the Sharesies Group), as well as with third parties to help us deliver our products and services, or as required by law, including:

  • our services providers that help us to provide you with our services and products, including security and risk services, and to generate insights about our platform, products and services

  • brokers and people who act on our behalf to provide you with our products and services

  • third party business that market our products and services, and generate insights, including sharing de-identified information

  • regulators, law enforcement agents and government bodies

  • third parties in connection with the sale or transfer of assets

  • other third parties as set out in our Privacy Statement

Information may sometimes be sent overseas. This includes but isn’t limited to Sharesies Group members located in New Zealand and third parties operating and storing data outside of Australia, including those in New Zealand and the United States of America. 

The reasons we might send your information overseas include completing international transactions and providing our products and services, or to comply with laws and assist government agencies and law enforcement.

Where we send your information overseas, we ensure there are appropriate privacy and data handling arrangements in place to protect your information.

We may share your information if we sell or merge some or all of our business or assets with another company.

We can use and share information that does not identify you for any purpose.

Contacting us

If you have any questions about our Privacy Statement or wish to access or amend your information that we hold, please contact us at help@sharesies.com.au. 

If you have concerns that we have not met our obligations to you as required by the Privacy Act 1988 (Cth), you may contact us using the email listed above.

We value your feedback and appreciate you letting us know when you have a complaint. If you have a complaint, you can contact us, and we will take a look and try to resolve it. 

You can get in touch with us via the help icon or the complaints button in the Sharesies app or through one of the below channels.

  • Email: help@sharesies.com.au 

  • Phone: 1800 959 366 (toll-free)

  • Mail: PO Box Q1410, Queen Victoria Building, NSW 1230

Where we have not resolved your complaint to your satisfaction, you can contact the Australian Financial Complaints Authority (AFCA), our external dispute resolution provider.  

AFCA provides a fair, free and independent dispute resolution for financial complaints. 

The details of AFCA are:

  • Website: www.afca.org.au

  • Email: info@afca.org.au

  • Phone: 1800 931 678 (toll-free)

  • Mail: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001.

More information about your rights and our obligations in respect to privacy and information on making a privacy complaint are available from the Office of the Australian Information Commissioner (OAIC) at: