Privacy Policy

1. Overview

This Privacy Policy explains how Cavari Pty Ltd (ABN to be confirmed) and its related entities, including Cavari Advisory, Cavari Capital, Cavari Ventures, and Accreta by Cavari (collectively, "Cavari," "we," "us," or "our"), collect, use, disclose, and protect personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Policy applies to all personal information collected through our website (cavari.com.au), our services, and any direct interactions with our team. By engaging with Cavari, you acknowledge that you have read and understood this Privacy Policy.

2. Information We Collect

2.1 Information You Provide Directly

We may collect personal information that you voluntarily provide when you interact with us, including:

• Full name, job title, and organisation
• Email address, phone number, and postal address
• Enquiry details submitted through our contact forms
• Information provided in the course of advisory engagements, capital transactions, or venture assessments
• Professional credentials, financial information, or documentation provided for due diligence or compliance purposes

2.2 Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

• IP address and browser type
• Device type, operating system, and screen resolution
• Pages viewed, time spent on site, and referring URLs
• Cookie identifiers and analytics data

2.3 Information From Third Parties

We may receive information about you from publicly available sources, industry databases, professional networks, co-advisors, or referral partners, where relevant to a transaction or engagement.

3. How We Use Your Information

We use your personal information for the following purposes:

• To provide, manage, and improve our advisory, capital, ventures, and technology services
• To respond to enquiries and communicate with you regarding our services
• To conduct due diligence, compliance checks, and transaction-related assessments
• To analyse website usage and improve our digital platforms
• To send you relevant insights, publications, or updates about Cavari (where you have opted in or we have a legitimate interest)
• To comply with legal and regulatory obligations applicable to financial services and advisory activities in Australia
• To protect our rights, property, or safety, and that of our clients, partners, and stakeholders

4. Legal Basis for Processing

Under the Australian Privacy Principles, we process your personal information on the following bases:

• Consent: Where you have given clear consent for us to process your personal information for a specific purpose
• Contractual Necessity: Where processing is necessary for the performance of an engagement or mandate you have entered into with us
• Legal Obligation: Where processing is necessary to comply with Australian law, including financial services regulation, anti-money laundering, and tax reporting requirements
• Legitimate Interests: Where processing is necessary for our legitimate business interests, provided those interests are not overridden by your rights

5. Sharing of Information

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: With trusted third-party vendors who assist us in operating our website, conducting business, or servicing clients, subject to confidentiality obligations
• Professional Advisors: With legal, accounting, or compliance advisors where necessary for the provision of our services
• Transaction Counterparties: With parties to a transaction, where you are involved in an advisory mandate or capital engagement and disclosure is necessary to facilitate the engagement
• Regulatory Authorities: With government bodies, regulators, or law enforcement agencies where required by law or to protect our legal rights
• Related Entities: Within the Cavari group of companies for internal administrative purposes and to provide integrated services across our divisions

6. Data Security

We implement reasonable technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include encrypted data transmission, access controls, secure hosting infrastructure, and regular security assessments.

While we take all reasonable steps to protect your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security of your personal information.

7. Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, accounting, or reporting obligations. Retention periods vary depending on the nature of the information and the context in which it was collected.

When personal information is no longer required, we will take reasonable steps to securely destroy or de-identify it.

8. Your Rights

Under the Australian Privacy Act, you have the right to:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of any inaccurate, out-of-date, incomplete, or misleading personal information
• Complaint: Lodge a complaint with us or with the Office of the Australian Information Commissioner (OAIC) if you believe your privacy has been breached
• Opt-out: Unsubscribe from marketing communications at any time by using the unsubscribe link in our emails or by contacting us directly

To exercise any of these rights, please contact us using the details provided in Section 14 below. We will respond to all requests within a reasonable timeframe, and no later than 30 days.

9. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyse site traffic, and understand user behaviour. Cookies are small text files placed on your device when you visit our website.

Types of Cookies We Use

• Essential Cookies: Required for the website to function correctly, such as session management and security
• Analytics Cookies: Used to understand how visitors interact with our website, helping us improve content and user experience
• Functional Cookies: Used to remember your preferences and settings across visits

You can manage your cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of our website.

10. Third-Party Links

Our website may contain links to third-party websites or services that are not operated by Cavari. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policies of any third-party websites you visit.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take reasonable steps to delete that information promptly.

12. International Data Transfers

Cavari primarily operates within Australia. In circumstances where personal information is transferred to recipients located outside Australia, we will take reasonable steps to ensure that the overseas recipient handles your personal information in accordance with the Australian Privacy Principles, or that you have consented to the transfer.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable law. Any material changes will be posted on this page with an updated effective date. We encourage you to review this Policy periodically.

14. Contact Us

If you have any questions about this Privacy Policy, wish to exercise your rights, or need to lodge a privacy-related complaint, please contact us:

Cavari Pty Ltd
Level 1, 9 The Esplanade
Perth WA 6000
Australia

Email: info@cavari.com.au

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.