Bellmont Privacy Policy
Bellmont Privacy Disclosure Statement & Consent
Last updated: March 2026
This Privacy Policy explains how Bellmont ("Bellmont", "we", "us", or "our") collects, uses, holds and protects your personal information.
Bellmont is committed to protecting your privacy and handling personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This policy applies to personal information collected through our website, our services, and other interactions with Bellmont.
If you have any questions about this policy or how your personal information is handled, please contact us using the details at the end of this document.
By using our website or services, you consent to the collection and use of your personal information as described in this policy.
Contents
What Is Personal Information
Personal information is information or an opinion about an identified individual, or an individual who is reasonably identifiable.
Examples include your name, contact details, financial information, identification information, or other information relating to you.
What Personal Information We Collect
The types of personal information Bellmont may collect include (depending on the services provided):
- Name, address and contact details
- Date of birth
- Identification and verification information
- Financial information and financial status
- Bank account details
- Tax File Number (where required)
- Details relating to the type of investment entity used (e.g. trust, company or individual)
- Details relating to investments made through our services
- Communications and correspondence with Bellmont
Where applicable, Tax File Numbers are collected and handled in accordance with the Tax File Number Rule under the Privacy Act and are only used for lawful taxation purposes.
Website Data and Analytics
When you visit our website we may automatically collect certain technical information, including:
- IP address
- Browser type
- Device information
- Pages visited
- Referring URLs
- Interaction with website features
This information helps us operate, maintain and improve our website and services.
We may use third-party analytics providers to collect aggregated statistical information about website usage.
How We Collect Personal Information
Bellmont generally collects personal information directly from you when you:
- Use our services
- Complete forms or applications
- Communicate with us
- Visit our website
- Interact with us via email or phone
Unsolicited Personal Information
If Bellmont receives personal information that was not requested and is not reasonably required for our services, we will destroy or de-identify the information where it is lawful and reasonable to do so.
Why We Collect Personal Information
Bellmont collects personal information primarily to provide financial services and manage our relationship with clients. This may include providing investment and financial services, administering accounts and transactions, verifying identity and complying with regulatory obligations, communicating with clients, improving our services, and responding to enquiries.
Bellmont may also collect personal information to comply with obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) and other applicable laws.
Disclosure of Personal Information
Bellmont may disclose personal information where reasonably necessary to provide our services or where required by law. Recipients may include professional advisers, external service providers, financial institutions, insurers, government agencies and regulators, and technology or administrative service providers.
All service providers engaged by Bellmont are required to handle personal information in accordance with appropriate privacy and confidentiality obligations.
We will not disclose your personal information to other organisations for the purpose of allowing them to directly market their products or services to you.
Direct Marketing
Bellmont may use personal information to provide information about our services or related offerings that may be of interest to you, where you would reasonably expect us to use your information for this purpose and you have not requested that we stop.
You may opt out at any time by contacting us at admin@bellmontsecurities.com.au. Bellmont complies with the requirements of the Spam Act 2003 (Cth).
Cross-Border Disclosure
Bellmont generally does not disclose personal information to overseas recipients. However some of our technology or cloud service providers may store or process data outside Australia. Where this occurs, Bellmont takes reasonable steps to ensure appropriate privacy protections are in place.
Anonymity and Pseudonymity
Where lawful and practicable, individuals may deal with Bellmont anonymously or using a pseudonym. However due to the nature of financial services and regulatory obligations, it is generally not possible to provide services anonymously.
Access to Personal Information
You may request access to personal information that Bellmont holds about you. We will generally provide access unless one of the exceptions under the Privacy Act applies. We will not charge for reasonable access or correction requests. Requests should be directed to the Privacy Officer using the contact details below.
Correction of Personal Information
Bellmont takes reasonable steps to ensure personal information we hold is accurate, up to date and complete. If you believe information we hold about you is incorrect, you may request that it be corrected. We will take reasonable steps to correct the information within a reasonable timeframe.
Security of Personal Information
Bellmont takes reasonable steps to protect personal information from misuse, loss, unauthorised access, modification or disclosure. Personal information may be stored in secure electronic systems, cloud storage environments, or physical records. Access is restricted to authorised personnel. Where personal information is no longer required, Bellmont will take reasonable steps to destroy or de-identify the information.
Third-Party Services and Website Tools
Bellmont may use third-party service providers including website hosting providers, analytics platforms, customer relationship management systems, email communication platforms, and form processing tools. These providers may collect or process information on our behalf. Where third parties handle personal information, Bellmont takes reasonable steps to ensure they are subject to appropriate confidentiality and privacy obligations.
Changes to This Privacy Policy
Bellmont may update this Privacy Policy from time to time. The most current version will always be available on our website. We encourage you to review this policy periodically to stay informed about how we manage personal information.
Privacy Complaints
If you believe Bellmont has breached your privacy rights, you may lodge a complaint with our Privacy Officer. We will investigate and attempt to resolve the complaint as quickly as possible.
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC). Phone: 1300 363 992 | www.oaic.gov.au