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This Policy was last updated on 7 May 2026.

Delta Research & Advisory Pty Ltd ACN 155 969 163 (“we”, “our”, “us” is committed to protecting the personal information that we collect and hold about you. This Privacy Policy (Policy) sets out how we collect, use and share your personal information and how to contact us with any queries or concerns. Although we are not bound by the Privacy Act 1988 (Cth) (Privacy Act), we adhere to the Australian Privacy Principles (APPs) as far as practicable.

While we may update our Policy from time to time, the most recent version of this Policy will always be available on our website. If we change the Policy in any material way, we will post a notice on our website along with the updated Policy. We may also contact you via your contact information on file, for example by email, notification or some other equivalent measure.

The following companies are bound by this Policy:

  • Delta Research & Advisory Pty Ltd;
  • Delta Portfolios Pty Ltd;
  • Drew, Walk & Co. Pty Ltd; and
  • Farrelly Research & Management Pty Ltd.

If you have any queries, concerns or complaints about how we handle your personal information, please contact out Privacy Officer in the first instance:

Privacy Officer Contact: James McCowan
Email: james.mccowan@deltaportfolios.com.au
Postal address
Attention: Privacy Officer
Delta Research & Advisory Pty Ltd
GPO Box 1703
Brisbane QLD 4001

Our website contains links to other websites. When you click on a link to another site, you are no longer subject to this Policy.

1. What types of information do we collect and why?

In the course of providing our goods and services to you, we collect personal and other information about our clients and suppliers and how they interact with us, our goods, and our services. When you provide us with your personal information, you are agreeing to our collection and handling of your personal information in accordance with this Privacy Policy. We collect personal information through a number of mechanisms, including:
Collection from you: we collect and store information you provide directly to us (either in person, by email, by phone, or by any other direct means) in order to deliver our goods and services. This includes:

  • Contact information: such as your name, address, email address, telephone number;
  • Personal information: such as date of birth and driver’s licence details:
  • Financial and credit information: such as your payment information (credit card, bank account, etc); and
  • Business details: such as your Australian Business Number.

1.1 Automatic: we use cookies (small text files stored on your devices that provide us with information such as your internet protocol (IP) address, server information, internet service provider, and information on how you interact with our website) or similar technologies to collect data and other services that allow us to understand how you use our online media. This information is not linked to you personally.

1.2 Device: if you use our services or interact with us through a mobile device, we receive technical information about your device, numbers that identify the device and your location information. This information is not associated with you.

1.3 Communications: when you communicate with us, we collect information such as your contact details (such as email address or phone number). You can elect to not receive communications from us by contacting our Privacy Officer.

1.4 Digital platforms: if you access our goods or services by connecting a social media login (such as LinkedIn or Google) we collect information derived, associated or connected with that platform where permitted by the platform’s terms of service. Any information we collect from social media, or other online platforms, is collected in accordance with that platform’s terms and conditions.

1.5 Through other sources: where necessary, we also collect your information from publicly available records. This can include information relating to an individual’s credit worthiness and other information from credit providers, subject to legal restrictions. Where appropriate and necessary to do so we collect information from public records such as those maintained by the Australian Securities and Investments Commission, Australian Financial Security Authority (such as the Personal Property Securities Register), and land titles offices in each state. We may do this where it is unreasonable or impractical to collect this information from you.

If you have previously applied for a position with us, we may have received your personal information from third parties such as recruiters or external websites. We use the information we receive to contact you about any potential opportunities or to evaluate your candidacy.

1.6 Sensitive Information
We collect information considered to be sensitive information in the Privacy Act. We collect information in respect of memberships of professional associations, limited health information and criminal records of employees in order to provide our professional service(s) and conduct employment practices.
We will only collect this information directly from you or where we have consent to collect the information from a third party.

You have the option of not identifying yourself or interacting with us using a pseudonym to make general inquiries about the goods and services that we offer, however, we will not be able to provide services to you without this information.

2. How do we use your personal information?

We will only use your information for the purposes for which it was collected (primary purpose) or a purpose related, or in the case of sensitive information, a purpose directly related to that primary purpose and if it would be reasonably expected by you or where we have separately obtained your consent.

We use personal information for the primary purpose of providing our services to you, and for other purposes related to that primary purpose

How we use the information we collect depends, in part, on which services you use, how you use them and any preferences you have communicated to us. If you would like to restrict how your personal information is handled beyond what is outlined in this Policy, please contact our Privacy Officer.

2.1 We may also use your personal information where that use is required or authorised under an Australian law, including to fulfil our own obligations.

2.2 Use of Artificial Intelligence Systems
We may utilise some artificial intelligence systems to provide you with our services. This includes the processing of personal information by securely controlled artificial intelligence systems. We use these systems to assist with portfolio construction.
If the collation of personal information results in creating new personal information, we will always verify that we are permitted to hold this information.

We always ensure that where these artificial intelligence systems are used, they do not disclose your personal information outside of our organisation. If you have any concerns or questions about our processing of your personal information using artificial intelligence, please contact our Privacy Officer.

2.3 Related Party and Group Transfers
We are part of a larger group of companies who also provide similar services and as such we provide your information to other entities within the group of companies. This transfer of information is compliant with s 13B of the Privacy Act.

2.4 Disclosure of personal information to third parties
We may disclose your information to third parties who assist us in providing, managing and administering our goods and services. We will also disclose your personal information where such disclosure is required or authorised by Australian law.
We disclose your personal information to third parties that:

  • Send marketing information to you on our behalf including Farrelly’s and LinkedIn; and
  • Other purposes related to the above.

2.5 Sending information overseas
We do not disclose or store personal information overseas.

2.6 Disclosure of credit information to third parties
We do not disclose your credit information to any credit reporting bodies.

3. How do we store and secure the information we collect?

We store your personal and credit information on our electronic data base system and on computers with appropriate back up and security systems.

3.1 Security and management of personal information
We will take reasonable steps to protect the personal information we hold from misuse, loss, and unauthorised access, modification or disclosure. We do this by:

  • putting in place physical, electronic and procedural safeguards in line with industry standards;
  • requiring any third party providers to have acceptable security measures to keep personal information secure;
  • limiting access to the information we collect about you;
  • imposing confidentiality obligations on our employees;
  • providing privacy training (including on the appropriate use of systems) to those who are responsible for handling your personal information; and
  • only providing access to personal information once proper identification has been given.

While we take all steps reasonable in the circumstances to protect your information, in the unlikely event a data breach occurs, we will notify you in accordance with our obligations under the Privacy Act.

If we no longer require your personal information, and are not legally required to retain it, we will take reasonable steps to destroy or de-identify the personal information.

4. How to access and control your information?

4.1 Accessing the information we hold about you
Under the APPs you may be able to:

  • obtain a copy of the personal information that we hold about you; and
  • identify where we have obtained your Personal Information from, if we have used or disclosed that Personal Information for direct marketing purposes.

To make a request to access this information please contact us in writing. We will require you to verify your identity and specify what information you wish to access. If eligible, we will grant you access to the information within 30 days.

If we accept your request for access, we may charge a fee to cover the costs of retrieving, reviewing and copying any material requested. However, we will never charge you for making a request to access information itself.

We will provide written reasons if your request (or any part of it) is rejected, as well as providing details for making a complaint about the refusal if necessary.

4.2 Updating your personal information
We endeavour to ensure that the personal information we hold about you is accurate, complete and up-to-date. Please contact our Privacy Officer if you believe that the information we hold about you requires correction or is out of date.
We endeavour to process any request within 30 days and will provide written reasons if your request is rejected, as well as providing details for making a complaint about the refusal if necessary.

For corrections to credit information, we will provide, where practicable, written notice of the correction to any entity we have disclosed this information to previously.

5. Complaints

If you are concerned that we have not complied with your legal rights or the applicable privacy laws, contact our Privacy Officer in the first instance. Please contact our Privacy Officer with a thorough description of your concerns and a response will be provided within a reasonable period. All complaints must be in writing.

When processing a complaint, we will require you to provide us with information to confirm your identity before processing a request related to information we may hold about you.

We expect our procedures will deal fairly and promptly with your complaint. However, if you remain dissatisfied, you can also contact the Office of the Australian Information Commissioner as follows:

Director of Compliance Office of the Australian Information Commissioner
GPO Box 5288
Sydney NSW 2001

For more information on privacy see the Australian Information Commissioner’s website