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Information about how Gallantree operates, the terms that apply to your use of this website, and the disclosures required by Australian financial services law.

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Privacy Policy

Last updated: 13 April 2026

Gallantree Pty Ltd and its related bodies corporate (together, "Gallantree", "we", "us" or "our") are committed to protecting the privacy of personal information we collect. This Privacy Policy sets out how we collect, use, disclose, store and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Personal information we collect

The types of personal information we may collect include:

  • identification details such as your name, date of birth and residential address;
  • contact details including email, telephone numbers and business address;
  • professional information such as your employer, role and investment experience;
  • financial information relevant to investor eligibility assessments;
  • identity verification information required for anti-money laundering and counter-terrorism financing (AML/CTF) compliance; and
  • technical information collected automatically when you use this website, such as IP address, device type, browser and pages viewed.

How we collect information

We collect personal information directly from you where practicable, including when you contact us, complete a form on this website, request information about our products, or subscribe to an investment. We may also collect information from third parties such as your financial adviser, identity verification providers, public registers, and our service providers.

How we use personal information

We use personal information to provide our products and services, assess investor eligibility, comply with legal and regulatory obligations (including AML/CTF, tax reporting and sanctions screening), respond to enquiries, send you information you have requested, and improve our website and services.

Disclosure of personal information

We may disclose personal information to our related bodies corporate, service providers (including trustees, custodians, administrators, registrars, auditors, legal advisers and technology providers), regulators and law enforcement agencies, and other parties where required or authorised by law. Some recipients may be located overseas, including in jurisdictions where data protection laws differ from those in Australia.

Cookies and analytics

This website uses cookies and similar technologies to operate the site and measure its performance. You can control cookies through your browser settings, though some features of the site may not function correctly if cookies are disabled.

Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. These steps include physical, technical and administrative safeguards. No electronic transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Access and correction

You may request access to the personal information we hold about you, or ask us to correct information you believe is inaccurate, incomplete or out of date, by contacting our Privacy Officer at the address below.

Complaints

If you believe we have breached the Australian Privacy Principles, please contact our Privacy Officer. We will acknowledge your complaint promptly and aim to resolve it within 30 days. If you are not satisfied with our response, you may refer the matter to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

Privacy Officer

Contact us at privacy@gallantree.com.au.

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Gallantree Fiduciary Services Pty Ltd holds Australian Financial Services Licence No. 568476 issued by ASIC. Gallantree Capital Pty Ltd is a Corporate Authorised Representative (CAR) of Gallantree Fiduciary Services Pty Ltd. Gallantree is not an Authorised Deposit-taking Institution (ADI) and is not regulated by APRA. Its obligations do not represent deposits or other liabilities of any ADI and are not guaranteed by the Commonwealth of Australia or any other person. The information on this website is provided to wholesale clients only within the meaning of section 761G of the Corporations Act 2001 (Cth) and is not intended for retail investors. Any information provided is general advice only and does not take into account your objectives, financial situation, or needs. Investments are subject to risk, including possible loss of principal.

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