Summit PROPERTY SPECIALISTS [and Related Entities]
Last updated: 09/12/2025
This Privacy Policy explains how Summit and any related entities (together, Summit, we, us, our) collect, use, disclose and protect your personal information.
We provide services including property advisory, buyer’s agency, fractional ownership consulting, sales and marketing consulting, and related education and training (our Services).
This Privacy Policy applies to:
individuals who use our websites, social media pages, forms or funnels
our clients and prospective clients
investors and prospective investors
people who attend our events, webinars or training
people who apply to work with us or are referred to us
By using our Services or otherwise providing personal information to us, you agree that we may handle your personal information in accordance with this Privacy Policy.
We handle personal information in accordance with:
the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs); and
any applicable NSW privacy and data protection laws.
Where we collect information about people who are in other countries, we will handle that information in accordance with this Privacy Policy and any additional obligations that apply in those jurisdictions (to the extent they apply to us).
This Privacy Policy does not limit any rights you have under law; if there is any inconsistency, the law prevails.
The types of personal information we collect depend on how you interact with us.
This may include:
Contact details: name, address, email address, phone number, preferred contact method.
Identity details: date of birth, gender, nationality, copies of ID documents where required for compliance (e.g. KYC checks).
Financial and property information:
income, assets, liabilities, expenses
savings and deposit information
property goals and preferences
existing property holdings and loans
risk tolerance, investment time horizon
Business information (for B2B clients):
company name, role/title, ABN/ACN
business model, pricing and offers
sales processes, marketing campaigns, KPIs and dashboards
Engagement information:
details of services you request or purchase
notes from meetings, workshops and coaching sessions
responses to questionnaires, forms and surveys
Marketing and communications:
your preferences for how we contact you
information you provide when entering competitions, promotions or responding to campaigns
Recruitment information:
CVs, covering letters
interview notes, references and background checks (where permitted).
You may choose not to provide certain information. However, if you do not provide information we reasonably require, we may not be able to provide some or all of our Services to you.
When you visit our websites, forms, funnels or other online properties, we may automatically collect:
IP address and general location (e.g. city, state, country)
device identifiers and browser type
pages viewed, time spent and actions taken
referring websites or sources (e.g. ad, social media, search engine)
information collected through cookies, pixels, tags and similar technologies.
We may also record calls, video calls, webinars or training sessions for internal purposes, quality, training and improvement, where we inform you that recording is taking place.
We may also collect personal information about you from third parties where it is lawful and reasonable to do so, including:
referrers, introducers or business partners
lead generation partners and marketing platforms
social media platforms, where you engage with our content
public sources (e.g. property records, company registers, online profiles)
service providers we work with (e.g. brokers, lawyers, accountants)
recruitment agencies and referees (for candidates).
Where we receive personal information from third parties, we will handle it in accordance with this Privacy Policy.
We collect, hold, use and disclose personal information where it is reasonably necessary for our functions and activities, and for related purposes that you would reasonably expect, including:
1. Providing our Services
assessing whether and how we can work with you
designing and delivering property advisory, buyer’s agency, consulting, training and related services
coordinating with your other advisers and service providers (e.g. brokers, accountants, lawyers) where you authorise us to do so.
2. Understanding you and tailoring our approach
understanding your goals, risk tolerance and constraints
tailoring our communication, content, offers and recommendations to you
designing or refining frameworks, training, tools and offers.
3. Managing our relationship with you
responding to enquiries and support requests
managing accounts, billing and payments
recording interactions (including meetings, calls and emails)
sending notifications about service changes, appointments or important updates.
4. Marketing, communications and lead generation
sending you emails, SMS and other communications about our Services, offers, events and resources
segmenting audiences and running targeted marketing campaigns
creating lookalike audiences and custom audiences through advertising platforms, where permitted by those platforms’ terms and applicable laws
tracking and analysing the performance of our campaigns and funnels.
5. Analytics, improvement and development
analysing how people use our websites, funnels, offers and Services
testing, improving and developing our products, Services and systems
creating anonymised or de-identified datasets and insights.
6. Legal, risk and compliance
complying with our legal obligations (e.g. record-keeping, tax, reporting, KYC where applicable)
managing disputes, complaints, claims and insurance
enforcing our agreements and protecting our legal rights.
7. Recruitment and HR
assessing candidates for roles with us or with clients (where we are helping them recruit)
maintaining talent pools for future opportunities.
Where we wish to use your personal information for a materially new purpose that is not reasonably related to the above and not otherwise required or permitted by law, we will seek your consent where required.
We may use your personal information to send you direct marketing communications about:
our Services, programmes, events and resources
special offers, promotions and competitions
opportunities to collaborate, partner or invest.
You can opt out at any time by:
using the “unsubscribe” link in our emails
replying “STOP” to SMS where offered
contacting us using the details in section 14.
Even if you opt out of marketing, we may still contact you for non-marketing reasons, such as service updates, billing or important notices.
We use cookies, pixels and similar technologies to:
recognise you and your device
understand how you interact with our content
improve user experience
measure and optimise our marketing and advertising.
You can adjust your browser settings to block or delete cookies, though some features may not function properly.
We may disclose personal information to:
service providers and professional advisers
property and professional partners (with your authorisation)
business partners and collaborators
regulators, courts and law enforcement where required
parties involved in corporate transactions.
We do not sell your personal information as a product.
Some service providers may store information outside Australia. We take reasonable steps to ensure overseas recipients handle personal information consistently with this Privacy Policy and Australian law.
By using our Services, you consent to overseas disclosure as described.
We take reasonable steps to protect personal information, including access controls, encryption where appropriate, and confidentiality obligations.
No system is completely secure, and we cannot guarantee absolute security.
We retain personal information only as long as reasonably necessary or required by law. When no longer needed, it is deleted or de-identified.
You may request access to or correction of your personal information by contacting us. We may need to verify your identity.
Where practical and lawful, you may interact with us anonymously. However, this may limit our ability to provide Services.
Our Services are intended for adults. We do not knowingly collect children’s information without appropriate consent.
Privacy Officer
SUMMIT PROPERTY SPECIALISTS
Email: [email protected]
If unresolved, you may contact the Office of the Australian Information Commissioner (OAIC).
We may update this Privacy Policy from time to time. Changes will be posted with an updated date.
This Privacy Policy is governed by the laws of New South Wales, Australia.