Privacy Notice

SETCH GROUP PTY LTD Privacy Notice
Date of issue: 06 December 2023 – Version 1

‍Setch Group Pty Ltd (ABN 61 661 091 201) is a Corporate Authorised Representative (CAR 1299382) of InterPrac Financial Planning Pty Ltd (ABN 14 076 093 680) AFSL 246638.
‍
Address: 89 Bronte Road, Bondi Junction, NSW 2022
Email: clientservice@setch.au
Phone: 1300 001 385

1. About this Notice
‍This Privacy Notice explains how Setch Group Pty Ltd ("we", "us", "our") handles your personal information in accordance with the GDPR and the Australian Privacy Act 1988. We may collect your personal information as required by law, including under anti-money laundering and taxation laws. If you provide us with someone else’s personal information, you must ensure you have their consent and make them aware of this notice.

2. Consent
‍By using our services, you consent to the handling of your personal information in accordance with this Privacy Notice.

‍3. Sources of Personal InformationWe collect your information through:Your interactions with us (e.g. emails, calls, meetings)Your device or system (e.g. usage logs, cookies)Third parties (e.g. credit reporting bodies, ID verification providers)

4. Unsolicited Personal Information
‍If we receive unsolicited personal information, we will destroy or de-identify it unless it could have been collected under the Australian Privacy Principles (APPs).

‍5. Types of Personal Information We Collect
‍We may collect:

  • Identifiers: Name, DOB, address, ID documents
  • Contact info: Email, phone
  • Financial and employment details
  • Tax File Number (TFN)
  • Device and web usage data
  • Product/service enquiry and interaction history
  • Sensitive data (e.g. racial origin, with your consent)

Failure to provide required data may impact our ability to offer services.

‍6. Fair and Lawful Processing
‍We process personal information:

  • To meet legal obligations
  • To fulfil a contract with you
  • For legitimate business interests (e.g. marketing, system security)


7. Purpose of Collecting Personal Information
‍We collect, hold, and use your data to:

  • Provide financial services
  • Improve website performance and user experience
  • Send service and marketing messages
  • Verify your identity
  • Comply with laws and resolve disputes


8. Disclosure of Personal Information
‍We may share your personal information with:

  • Related entities and service providers
  • Professional advisers and business partners
  • Financial institutions
  • Government agencies and regulators
  • Overseas entities (e.g. UK, Singapore, Philippines)


9. Recording of Telephone Calls
‍Calls to customer helplines may be recorded for training, compliance, and fraud prevention.
If you object, use email or live chat instead.

10. Direct Marketing
‍We may send you marketing communications if:

  • You consented
  • You previously enquired about similar services
  • You would reasonably expect them


11. Storage of Data and Overseas Disclosure
‍We store personal information in:

  • Australia
  • Cloud services (possibly offshore)

We implement safeguards to protect your data and comply with legal standards. Offshore locations may not offer the same legal remedies.

‍12. Data Security
‍We take reasonable steps to protect your data from loss, misuse, and unauthorised access.Data is destroyed or de-identified when no longer needed.

‍13. Your Rights
‍You can request to:

  • Access or correct your information
  • Receive a copy of your data
  • Stop processing your data

Requests can be made in writing. Access may be refused in certain legal cases, and fees may apply for access.

‍14. Openness
‍This Notice may change. Updated versions will be published on our website. Please check periodically.

‍15. Complaints Handling
‍
‍For complaints:
‍Phone: 1300 001 385
Email: clientservice@setch.au
‍You may also contact:
‍Office of the Australian Information Commissioner
Website: oaic.gov.au
Email: enquiries@oaic.gov.au
Phone: 1300 363 992
Postal: GPO Box 5218, Sydney NSW 2001

Or:

‍Australian Financial Complaints Authority (AFCA)
Website: afca.org.au
Email: info@afca.org.au
Phone: 1800 931 678
Postal: GPO Box 3, Melbourne VIC 3001

EEA residents can contact their national data protection authority.
List of EEA authorities

‍16. How Long We Hold Your Personal Information
‍We retain data only as long as needed or required by law. You may request deletion by contacting us, and we’ll comply unless legally required to retain it.

‍17. How to Contact Us
Email: clientservice@setch.au
Address: Setch Group Pty Ltd, 89 Bronte Road, Bondi Junction NSW 2022

At Setch Group, we help everyday Australians take control of their finances with clear, practical advice. From superannuation, insurance, retirement planning to debt management, our team is here to guide you through life’s key moments with confidence and care.

Company
About usServicesInsights
Legal
Privacy PolicyFinancial Services Guide Part 1Financial Services Guide Part 2Complaint Management NoticeCookies Policy
Our Services
Superannuation InvestmentSuperannuation & WealthDebt ManagementPre-retirement PlanningRetirement PlanningInsurance & Risk CoverEstate Planning
Locations
Sydney (Head Office)
Melbourne
Perth
Brisbane
Adelaide
Hobart
Newcastle
Canberra
Information
Contact Us1300 001 385clientservice@setch.au

© Setch Group Pty Ltd. All Rights Reserved.

Design & development by Disruptiv

All information is current as at 3rd October 2025 unless otherwise stated. This website is issued by Setch Group Pty Limited ABN 61 661 091 201 registered office is located at 89 Bronte Road, Bondi Junction, NSW 2022 and is a corporate authorised representative (CAR) # 1299382 of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 which holds an Australian Financial Services Licence (AFSL) # 246638. Prior to making any investment decision, you should consider seeking financial, legal, taxation, or other relevant professional advice. This website is intended as general information only and has been prepared without taking into account any person’s objectives, financial situation or needs. You should also consider the relevant Product Disclosure Statements (‘PDS’) for any product mentioned before making any decision about whether to acquire the product. This website may include general commentary on market activity, sector trends or other broad-based economic or political conditions that should not be taken as investment advice. Information stated about specific securities may change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. You should consider these matters and seek personal advice before acting on any information. Any forward-looking statements, opinions, projections and estimates in this website may be based on market conditions, beliefs, expectations, assumptions, interpretations, circumstances and contingencies which can change without notice, and may not be correct. Any forward-looking statements are provided as a general guide only and there can be no assurance that actual results or outcomes will not be unfavourable, worse than or materially different to those indicated by these forward-looking statements. Any graphs, examples or case studies included are for illustrative purposes only and may be specific to the context and circumstances and based on specific factual and other assumptions. They are not and do not represent forecasts or guides regarding returns or any other future matters and are not intended to be considered in a broader context. While the information contained in this website has been prepared with reasonable care, to the maximum extent permitted by law, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. Past performance information provided in this website is not a reliable indicator of future performance.