Privacy Policy

May 2026 

At Cameron Harrison (we, our and us), the privacy of your personal information is paramount. We are committed to maintaining the privacy and confidentiality of your personal information, in accordance with the Australian Privacy Principles (APPs) contained within the Privacy Act 1988 (Cth) (Privacy Act). 

This Privacy Policy applies to the following entities: Cameron Harrison Private Pty Ltd (ABN 53 153 020 252), Cameron Harrison Asset Management Pty Ltd (ABN 90 153 020 029) and Cameron Harrison Operations Pty Ltd (ABN 44 153 019 482), referred to in this Privacy Policy as Cameron Harrison. 

This Privacy Policy should be read together with any collection statement we provide to you at the time we collect your personal information, and the terms and conditions of any product or service we provide to you. Capitalised terms used in this Privacy Policy are explained in the Defined terms section at the end. 

What is personal information? 

Personal information means information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information or opinion is true or not, and whether recorded in a material form or not. It includes your name, age, gender, contact details and financial information. 

The Privacy Act also recognises two special categories of personal information, both of which we may handle on a limited basis: 

– Sensitive information — including health information and information about your racial or ethnic origin, religious beliefs, political opinions or memberships. We will only collect sensitive information about you with your consent or where permitted by law. 

– Government related identifiers (GRIs) — including your Tax File Number, passport number, driver's licence number and Medicare number. We will only use or disclose your GRIs as permitted under the Privacy Act and other Australian laws. 

Why does Cameron Harrison collect personal information? 

As wealth and investment managers, it is our business to understand our clients' circumstances and needs over the long term in order to provide financial advice and other related services. We may not be able to undertake a full needs analysis or provide appropriate advice without this personal information. 

It is for these reasons, and to properly administer our relationships and manage your investments effectively, that we need to collect certain personal information. 

We may also collect, hold, use and disclose your personal information for purposes including:

– providing you with products and services in accordance with our AFS Licence and our terms of engagement; 

– administering and improving our products and services and monitoring service quality; – conducting reviews or audits of our internal processes and systems; 

– letting you know about other products, services and information we think may be of interest to you (see the Marketing section below); 

– detecting and preventing fraud; and 

– complying with our legal and regulatory obligations, including under the Corporations Act 2001 (Cth), the AML-CTF Act, the Proceeds of Crime Act 2002 (Cth), the Foreign Account Tax Compliance Act (FATCA), the Common Reporting Standard (CRS) regime, the Taxation Administration Act 1953 (Cth), and the rules of ASIC, AUSTRAC and the ATO. 

What personal information does Cameron Harrison collect? 

The personal information we collect and hold will depend on the service relationship we have with you, but may include: 

– name, gender, profession, marital status and date of birth; 

– contact details (address, telephone, email); 

– identification document details to verify your identity (for example, to comply with the AML-CTF Act); 

– Tax File Number or exemption reason; 

– nationality, country of residence and tax residency information (including for FATCA and CRS purposes); 

– bank account information; 

– investment information, including your current wealth position, source of wealth, financial objectives and risk appetite; and 

– any other information you choose to provide to us. 

If you are not a direct client — for example, if you are a director, beneficial owner, trustee, beneficiary, family member or representative of a client — we may also collect this kind of information about you to administer our relationship with the client. We rely on the person who provided your details to us to let you know that they have done so, and to share this Privacy Policy with you. You are welcome to contact us at any time using the details in the How to contact us section below. 

If you are a job applicant or employee, we collect personal information about you to assess your application and administer your employment. Information about how we handle employee records is set out under Employee records below. 

How does Cameron Harrison collect personal information?

We will endeavour to collect personal information directly from you wherever possible. This is generally done through application forms, emails, telephone calls, video meetings, or meetings at our office. 

From time to time we may record telephone or video meetings for note-taking, quality and compliance purposes. We will let you know at the time if a call is being recorded. 

We will collect personal information from other sources only when it is necessary, or where you have authorised us to do so. Examples include: 

– when we are unable to reach you, in which case we may consult publicly available information to update your contact details (such as company websites or professional directories); 

– exchanging information with your nominated representatives or agents — such as your accountant, solicitor, executor, attorney or other adviser; 

– receiving information from your portfolio custodian, administrator, fund managers, brokers or other service providers involved in administering your investments; and 

– identity verification and screening providers, including for AML-CTF, sanctions and politically exposed person (PEP) checks. 

Cookies and our website 

Our website (cameronharrison.com.au) may collect limited information about your visit through cookies and similar technologies. A cookie is a small file placed on your device when you visit a website. We use cookies to help our website function correctly, to remember your preferences, and to understand how visitors use our site so we can improve it. 

You can configure your internet browser to accept, reject or notify you about cookies. If you choose to refuse cookies, some parts of our website may not work as intended. Please refer to your browser's help section for guidance. 

Our website may also contain links to third-party websites. We are not responsible for the privacy practices of those websites, and we encourage you to read their own privacy policies before using them. 

Marketing 

Given our organisational expertise and scope, we may, from time to time, like to inform you of our product and service offerings, our strategy and outlook, or any other noteworthy topics. This will generally be conducted by email or post. You may opt out at any time by selecting unsubscribe at the bottom of the email, or by contacting us using the details in the How to contact us section below. 

Who does Cameron Harrison disclose personal information to?

As part of administering and managing client investments and wealth plans, we may disclose personal information we collect to organisations involved in the provision of advice or in administering or managing investments. These may include:

– our related bodies corporate and our staff; 

– portfolio custodians, administrators, registries and other investment service providers; – auditors, accountants, legal advisers and other professional advisers; 

– IT, data storage, document storage, mailing, marketing, identity verification and screening service providers; 

– your nominated representatives or agents (such as your accountant, solicitor, executor, attorney or family office); and 

– government and regulatory bodies (such as ASIC, AUSTRAC and the ATO) where required or authorised by law. 

Wherever we share your personal information with a service provider, we take reasonable steps to ensure that they are bound by privacy obligations equivalent to those that apply to us. We will only share your personal information with your representatives or agents with your consent. 

Disclosure of personal information overseas 

Some of the service providers we use may be located outside Australia. This is most commonly the case for technology, custody, data storage and screening services. 

The countries to which your personal information may be disclosed include: United Kingdom, United States of America, Singapore, New Zealand, Ireland, Canada, Malaysia, Germany and Japan. 

Where we disclose information overseas, we take reasonable steps to ensure that the recipient handles it in a way consistent with the APPs. 

How does Cameron Harrison secure your personal information?

Safeguarding the privacy of your information is very important to us. We hold personal information in both electronic and physical form, and we take steps to protect it from unauthorised access, disclosure, misuse, interference or loss. 

– Access to electronic systems containing personal information is restricted to authorised personnel and protected by unique credentials and access controls. 

– Physical records are stored securely and are only accessible by authorised personnel. 

– Personal information is only made available to our staff on a need-to-know basis to perform their duties. 

– Where we use third-party storage or technology providers, those arrangements are subject to contractual obligations requiring them to take appropriate measures to protect your information. 

We are required by law (including the Corporations Act and the AML-CTF Act) to retain some information for set periods. Where personal information is no longer required for any purpose for which it may be lawfully used, and we are no longer required to retain it, we will destroy or de-identify it.

How does Cameron Harrison keep your personal information accurate?

Cameron Harrison makes every attempt to ensure the personal information we hold is accurate, complete and up-to-date. We realise that personal details and circumstances change. Please contact us using the details below if you believe any of your information is incomplete, inaccurate or out of date, and we will promptly update our records. 

If we are unable to make a correction you have requested, we will let you know why in writing. 

How can you request access to your personal information?

You may request access to a copy of the personal information we hold about you by contacting us in writing (see How to contact us below). We will endeavour to respond as soon as reasonably possible. 

Access to your personal information is subject to some exceptions allowed by law. If we are unable to provide access to some or all of your personal information, we will explain the reasons in writing. 

Employee records 

This Privacy Policy does not apply to acts and practices of Cameron Harrison that are directly related to an employee record of a current or former employee. The handling of those records is covered separately under our human resources policies and procedures. 

What if you have a complaint? 

If you are not happy with how we have collected, used, disclosed, secured or otherwise handled your personal information, you are entitled to complain. We have procedures in place to ensure that all enquiries and complaints are properly dealt with. 

The following process has been established to address your concerns as quickly as possible: 

1. Contact your adviser at Cameron Harrison or their immediate superior and explain the problem. Most issues can be resolved quickly in this way. 

2. If you are unable to resolve the issue within three business days, please contact our Managing Partner: 

Paul Ashworth 

Cameron Harrison Private 

GPO Box 1559, MELBOURNE VIC 3001 

T +613 9655 5000 

E paul.ashworth@cameronharrison.com.au 

If we are unable to resolve the matter to your satisfaction, you may refer your complaint to either of the following independent bodies: 

Office of the Australian Information Commissioner (OAIC)

The OAIC is the independent regulator responsible for the Privacy Act and can investigate complaints about the handling of personal information. 

GPO Box 5288, SYDNEY NSW 2001 

T 1300 363 992 

W oaic.gov.au 

Australian Financial Complaints Authority (AFCA) 

Cameron Harrison Private Pty Ltd is a member of AFCA (member number 28688). AFCA provides independent dispute resolution for financial services complaints. 

GPO Box 3, MELBOURNE VIC 3001 

T 1800 931 678 

E info@afca.org.au 

W afca.org.au 

Changes to this Privacy Policy 

We may review or amend this Privacy Policy from time to time for various reasons, including to reflect changes in our internal operations and practices or to keep pace with new legislation. Any changes will be reflected in an updated Privacy Policy available on our website. Alternatively, an updated policy can be requested in writing at the address listed below. 

How to contact us 

If you have any questions or complaints about our privacy and information handling practices, or would like further information, you can contact us: 

Privacy Officer 

Cameron Harrison 

GPO Box 1559 

MELBOURNE VIC 3001 

T +613 9655 5000 (9am to 5pm Monday to Friday) 

E info@cameronharrison.com.au