Privacy Policy

Who We Are

Certainty Advice Group is a training, consulting, and planning expert for financial advisory teams seeking to fast-track growth into the new era of advice built upon client value. Our website address is https://certaintyadvicegroup.com.

The terms “Certainty Advice Group”, “we”, “us”, “Certainty Advice”, and “our” include SCAT Pty Limited and our affiliates. We use the terms “member”, “you”, and “your” to mean any person using our Platform or attending related events, including any organization or person using the Platform on an organization’s behalf.

Certainty Advice Group is committed to ensuring your privacy is protected, respected, and recognizes that we must maintain and use your personal information responsibly. We DO NOT rent, sell, or otherwise disclose your personal information to third parties, except in the very limited circumstances outlined below.

 

Information Collection and Use

We collect several different types of information for various purposes to provide and improve our Service to you. These include, but are not limited to:

 

    • sign up or register for the Certainty Advice Program;
    • the creation of a member account;
    • use of the Client Skilling/curriculum platform;
    • attend a Certainty Advice Group event either in-person or virtually;
    • direct referrals from Certainty Advice Group’s current business associates;
    • visit our website;
    • comment on our website;
    • fill out a form;
    • communication with us.

 

Types of Data Collected

Personal Data

While using our Service, we may ask you to provide us with personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally identifiable information may include, but is not limited to:

    • email address
    • first and last name
    • phone number
    • address, city, states, territories, postcode
    • cookies, usage data, server logs, and other similar technologies

We may use your Personal Data to contact you with newsletters, marketing or promotional materials, and other information that may interest you. You may choose to opt-out of receiving any, or all, of these communications by using the unsubscribe link provided in any email we send or by emailing us at [email protected] with your request.

Comments left on our Service/Website will have the comment and its metadata retained indefinitely. This allows for our Service/Website to automatically recognize and approve follow-up comments instead of holding them in a moderation queue.

Visitor comments may be checked through an automated spam detection service.

 

Usage Data

We may collect information on how the Service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol (IP) address, browser type, browser version, the pages of our Website and Service Platform that you visit, the time and date of your visit, the time spent on the visited pages, unique device identifiers and other diagnostic data.

 

Tracking and Cookies Data

We use cookies and tracking technologies to track the activity of our Service and hold certain information.

Cookies are files with a small amount of data which may include a unique anonymous identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. Please note, if cookies are not accepted some portions of our Service will not be available for use.

Examples we use:

    • Session Cookies. We use Session Cookies to operate our Service.
    • Preference Cookies. We use Preference Cookies to remember your preferences and various settings.
    • Security Cookies. We use Security Cookies for security purposes.

 

Use of Information

Certainty Advice Group uses the collected data for various purposes:

    • Operate, improve, promote and protect Certainty Advice and our Platform;
    • Communicate with you;
    • Keep internal records;
    • Improve our products and services;
    • Provide customer support;
    • Periodically send promotional emails (commercial electronic messages) about new products, special offers, or other information that we think you may find interesting using the email address and mobile number that you have provided;
    • Contact you from time to time for market research purposes by email, text (commercial electronic messages), phone, fax, or mail. We may use the information to customize the website according to your interests and personalized content.

We retain personal data to fulfill our legal or regulatory obligations and for our business purposes. We may retain personal data for longer periods than required by law if it is in our legitimate business interests and not prohibited by law. If your account becomes inactive, we may take steps to mask-personal data and other information, but we reserve our ability to retain and access the data for as long as required to comply with applicable laws. We will continue to use and disclose such personal data in accordance with this Privacy Policy.

 

Sharing of Information

We may share your personal data or other information about you with others in a variety of ways as described in this section of the Privacy Policy. We may disclose information about you for the following reasons:

    • to members or social media services, subject to the choices you may make via the Platform;
    • to our third-party service providers who help us to operate or improve our Platform;
    • to authorities to comply with legal obligations and to protect and defend our rights and property; and
    • to an affiliate, financial institution, or successor entity as part of a corporate transaction.

 

Data Retention

Certainty Advice Group will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

Certainty Advice Group will also retain Usage Data for internal analysis purposes. usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer time periods.

 

Transfer of Data

Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside Australia and choose to provide information to us, please note that we transfer the data, including Personal Data, to Australia and process it there.

Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

Certainty Advice Group will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.

 

Security

We employ technical and organizational measures designed to appropriately protect your information that is under our control and that we process on your behalf from unauthorized access collection, use, disclosure, copying, modification, or disposal, both during transmission and once we receive it. We store all information that you provide to us on secure servers. We train employees regarding our data privacy policies and procedures, and permit authorized employees to access information on a need-to-know basis, as required for their role. We use firewalls designed to protect against intruders and test for network vulnerabilities. However, no method of transmission over the internet or method of electronic storage is completely secure.

Where you have a password, which enables you to use our services, you are responsible for keeping this password complex, secure, and confidential. If you would like to update or change your password, you may do so through your Member profile, by selecting the “Forgot your password?” link on the login page, or by reaching out to our team by email at [email protected].

 

Links To Other Websites

Our website may contain links to other websites of interest. Once you have used these links to leave our site, you should note that we do not have any control over these other websites and can not be held responsible for the protection and privacy of any information you provide while visiting such sites. Such sites are not governed by this Privacy Policy. You should exercise caution and look at the privacy statement applicable to the website in question.

 

Data Rights

You may have the right to exercise your data protection rights, including to request Certainty Advice Group to delete, amend, or provides you with access to your information. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

You have the right to opt-out of receiving Certainty Advice Group’s promotional messages and other materials.

If you feel we have breached your rights you can complain to your local data protection authority about the use of your information.

 

Additional GDPR Information

If you are from the European Economic Area (EEA), Certainty Advice Group’s legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it.

Certainty Advice Group may process your Personal Data because:

    • need to perform a contract with you;
    • You have given permission to do so;
    • The processing is in our legitimate interests, and your rights do not override it;
    • For payment processing purposes;
    • To com
    • ply with the law.

 

Contact Us

If you have any questions you can contact us at [email protected]. Under the data protection law, the controller of your information is Certainty Advice Group and SCAT Pty Limited. If you wish access to your personal information that we retain on file, or if you wish to correct, update, or delete any information on file, please call (+61) 02 8966 9135 or email [email protected].

 

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