Privacy Policy

Last updated: April 2026

Delphi & Co ("we", "us", "our") is committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

1. Information We Collect

We may collect personal information you voluntarily provide, including:

  • Your name, email address, and phone number
  • Superannuation balance range, employment type, age range, and motivation for investing
  • Information submitted through the Delphi Scorecard, contact forms, or during consultations
  • Technical information such as IP address, browser type, device information, and pages viewed (collected automatically via the analytics tools listed below)
  • UTM parameters and referral sources for attribution

2. How We Use Your Information

We use the information we collect to:

  • Respond to your enquiries and provide our buyer's agent and SMSF guidance services
  • Send you educational content, updates, and relevant offers (where you've opted in)
  • Understand how visitors use our website and improve the experience
  • Measure and optimise our marketing campaigns
  • Comply with our legal and regulatory obligations

3. Analytics, Advertising & Session Tools

We use the following third-party tools to measure site performance and advertising effectiveness. Each is named here so you can review their privacy policies and opt-out options:

  • Google Analytics 4 (GA4) — anonymised usage analytics. Opt out via the Google Analytics opt-out browser add-on.
  • Google Tag Manager — a tag management system that loads the tools on this page. Google privacy policy.
  • Google Ads (conversion tracking & Enhanced Conversions) — measures conversions from our ads. Email and phone data is hashed (SHA-256) client-side before being sent; we cannot recover the original values from the hash. Manage Google ad personalisation.
  • Meta Pixel and Conversions API (Facebook / Instagram) — measures conversions and supports retargeting. Email and phone are hashed before transmission. Meta privacy policy · Ad preferences.
  • Microsoft Clarity — records session heatmaps and anonymised user interactions. Form inputs are masked by default so we do not see the text you type into name, email, phone, or message fields. Microsoft privacy statement.

You can also manage these tools at the browser level (for example, by blocking cookies or using Do Not Track signals). If you would prefer not to be tracked at all, please avoid using the site or contact us directly by phone.

4. How We Protect Your Information

We implement reasonable technical and organisational security measures to protect your personal information, including HTTPS encryption, server-side hashing of identifiers before they are sent to advertising platforms, secure API connections to our CRM, and role-based access controls. However, no method of transmission over the Internet is 100% secure.

5. Disclosure to Third Parties

We do not sell your personal information. We may share your information with trusted service providers who assist us in operating our business, including our customer relationship management platform, email service provider, the analytics and advertising platforms listed above, and our financial services partners where needed to deliver the service you've requested. All third parties are bound by confidentiality obligations and only process your information on our behalf.

6. Data Retention

We retain your personal information for as long as is necessary to provide our services and comply with our legal obligations. Inactive records are reviewed periodically and deleted where retention is no longer required.

7. Your Rights Under the Privacy Act

Under APP 12 and APP 13, you have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate or out-of-date information
  • Request deletion of your personal information (subject to legal retention requirements)
  • Withdraw consent to marketing communications at any time
  • Make a complaint about how your information is being handled

To exercise any of these rights, contact us using the details below. We will respond within 30 days.

8. Complaints

If you are not satisfied with how we have handled your personal information, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Cookies

We use first-party and third-party cookies for analytics and advertising. You can control cookies through your browser settings — most browsers allow you to block or delete cookies, though this may affect the functionality of the site.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise any of your rights, contact us at: