Privacy Policy

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‍HEVEN Management Services Pty Ltd
Effective date: 10 August 2026

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1. About this policy

This Website Privacy Policy applies to personal information collected by HEVEN Management Services Pty Ltd and its Australian related bodies corporate operating under the HEVEN brand (together, “HEVEN”, “we”, “us” or “our”).

It applies to information collected through www.heven.com.au, other websites operated by HEVEN and communications arising from your use of those websites.

This policy explains what personal information we collect, why we collect it, how we use and disclose it, and how you may access, correct or complain about our handling of it.

We intend to handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

HEVEN provides business advisory and consultancy services and may connect business owners with investors, lenders, advisers and other capital or transaction partners. This policy does not replace any additional privacy notice provided in connection with a particular client engagement, investment opportunity or transaction.

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2. Personal information we collect

The personal information we collect depends on how you interact with us and may include:

your name, company, position and contact details;
information included in an enquiry, application, expression of interest or meeting request;
information you provide when subscribing to updates, downloading material, attending an event or communicating with us;
information about your business, investment interests, funding needs or proposed opportunity, to the extent it identifies you or another individual;
records of our correspondence and interactions with you;
identification, financial or eligibility information where reasonably required for an engagement, transaction or investment opportunity; and
technical information such as your IP address, browser and device type, operating system, referring page, pages viewed and the dates and times you access our website.

You do not have to provide personal information. However, if you do not provide information we request, we may be unable to respond to your enquiry, provide requested information, assess your interest or arrange an introduction.

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3. How we collect personal information

We generally collect personal information directly from you when you:

submit a website form;
subscribe to communications;
request or download information;
contact us by email or telephone;
book a meeting;
attend an event; or
otherwise communicate with us.

We may also collect personal information from:

a person who refers or introduces you to HEVEN;
your employer, business or professional advisers;
our service providers and professional advisers;
any financial-services licensee or compliance provider engaged in connection with relevant services; and
publicly available sources, including company registers, business websites and professional profiles.

If you provide personal information about another person, you must be authorised to do so and, where required, have notified that person and obtained any necessary consent.

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4. Sensitive information

Sensitive information includes information about matters such as a person’s health, racial or ethnic origin, religious beliefs, political opinions, professional or trade memberships, sexual orientation or criminal record.

We will only collect sensitive information where it is reasonably necessary for our activities and you have consented, or where its collection is otherwise required or permitted by law.

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5. How we use personal information

We may use personal information to:

respond to enquiries and communicate with you;
provide information about HEVEN and our services and activities;
assess whether HEVEN’s services, an opportunity or an introduction may be relevant;
provide business advisory and consultancy services;
introduce business owners to potential investors, lenders, advisers or other transaction partners where requested or authorised;
assess eligibility for an investment opportunity or transaction;
arrange meetings, events, downloads and subscriptions;
manage our client, investor, referral and professional relationships;
conduct business development and marketing;
operate, secure, analyse and improve our websites and services;
prevent or investigate fraud, misuse, misconduct or security threats; and
comply with applicable legal, regulatory, licensing and record-keeping obligations.

We may use personal information for another purpose where you have consented, where you would reasonably expect us to do so, or where required or permitted by law.

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6. Disclosure of personal information

We may disclose personal information to:

HEVEN related entities and personnel who need the information to perform their roles;
our professional advisers, auditors, insurers and compliance providers;
any AFS licensee or authorised representative through which HEVEN provides regulated services, where applicable;
website hosting, cloud storage, CRM, analytics, communications, marketing and administrative service providers;
prospective investors, lenders, advisers or transaction partners where you have requested or authorised an introduction;
a person acting on your behalf;
organisations involved in a proposed or completed business transaction; and
regulators, courts, law-enforcement bodies or other persons where required or permitted by law.

We do not sell personal information as a standalone commercial asset.

Where practicable, we will obtain your authority before sharing information that identifies you or your business with a prospective investor, lender or transaction partner.

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7. Cookies and website analytics

Our websites and service providers may use cookies, pixels and similar technologies to:

operate and secure the website;
remember visitor preferences;
understand how visitors use the website;
improve website performance;
measure marketing campaigns; and
provide or assess relevant advertising.

These technologies may collect information such as your IP address, device and browser information, pages viewed and interactions with the website. This information will not ordinarily identify you by name unless it is combined with information you provide to us or information held by a third-party platform.

You can manage or block cookies through your browser settings. Disabling cookies may affect some website functionality.

Where an analytics, advertising or remarketing technology requires consent or an opt-out mechanism, we will provide the applicable notice or controls.

Our websites may contain links to third-party websites. HEVEN is not responsible for their content or privacy practices, and you should review their privacy policies separately.

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8. Direct marketing

Where permitted by law, we may use your contact details to send information about HEVEN, our services, events, insights and relevant opportunities.

You may opt out at any time by:

using the unsubscribe facility contained in a message; or
contacting us at info@heven.life.

Opting out of marketing will not prevent us from sending communications necessary to respond to an enquiry, manage a meeting, provide a service or administer a transaction.

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9. Overseas disclosure

Some HEVEN personnel and service providers may be located outside Australia. We are currently likely to disclose personal information to recipients in the Philippines and the United States.

We may also disclose personal information to an overseas investor, lender, adviser or transaction partner where you request or authorise an introduction.

Where required by law, we will take reasonable steps to ensure overseas recipients handle personal information consistently with the Australian Privacy Principles.

Material changes to the countries in which recipients are likely to be located will be reflected in an updated version of this policy or a relevant collection notice.

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10. Security and retention

We take reasonable technical, physical and organisational measures to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain personal information for as long as reasonably necessary to:

respond to your enquiry;
provide services;
manage our relationship with you;
administer an investment opportunity or transaction; and
satisfy applicable business, legal, regulatory and record-keeping requirements.

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

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11. Access and correction

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, incomplete or out of date.

We may verify your identity before responding. In some circumstances, the law permits or requires us to refuse access or correction. If that occurs, we will generally explain the reason.

Where lawful and practicable, you may browse our website or make a general enquiry without identifying yourself. We may require your identity and contact details to respond properly, arrange an introduction or comply with applicable obligations.

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12. Privacy complaints

If you have a question, request or complaint about how we handle personal information, please contact our Privacy Officer.

We will consider privacy complaints fairly and aim to respond within 30 days. If the matter is more complex and we require additional time, we will let you know.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner:

Website: www.oaic.gov.au
Telephone: 1300 363 992

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13. Contact details

Privacy Officer
HEVEN Management Services Pty Ltd
Email: info@heven.life
Mail: PO Box 8101, Camberwell North VIC 3124, Australia

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14. Changes to this policy

We may amend this Website Privacy Policy from time to time by publishing an updated version on our website.

The effective date shown at the beginning of this policy indicates when it was last updated.

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