Privacy Policy

This following document sets forth the Privacy Policy for The Formula website:

The Successful Investor administers all information for The Formula website and is committed to providing you with the best possible customer service experience.

What information do we collect from you and just how is the information collected?
We collect the information that you provide us through consultations, telephone enquiries and via email communications, together with information gathered from property forums, forum enquiries, blog posts, electronic / hard copy books and resources, newsletters and videos; interaction you might have with staff during consultations and property presentations; your special requests or requirements, records of grievances, complaints or appeals.

What exactly is the purpose for collecting this information?
We collect information that is required to ensure that we deliver you with appropriate pre-sales information and to ensure we deliver to you the services promised in our information packs, marketing material and website.

Why cookies are utilised within the site?
A cookie is a small data file placed upon your computer by The Successful Investor server. A cookie contains information about your visit onto the Site. A cookie identifies your laptop or computer to our web server whenever you visit the Site.

We use cookies:
• To discover in the event you have previously visited our Site.
• To recognise areas of our Site you have already accessed.
• To enable us to tailor the facilities and offerings offered to you personally when you visit our Site.
• For administrative and security purposes.

The cookies installed on your computer will not contain personal information with regards to you, other than that outlined above. Your individual data will be stored in a secure environment inside The Formula Site. It is strongly recommended that you shut off any cookie warnings in your browser prior to using this website; otherwise you might not be able to utilise the full functionality of this Site.

The way in which information might be used?
Personal information might be used and disclosed inside the company to administer the products we supply and services, and also for prudential risk management purposes. We might also use this information, unless you tell us otherwise, to offer you with related marketing information.

Please note: personal information we keep with regards to you are to be accurate. It is essential that you notify us of any changes to your circumstances, such as change of contact details.

Sharing your personal information:
We will only disclose personal information to third party entities carrying out functions on behalf of, or in partnership (including under licence) with, The Successful Investor on a confidential basis.

Use of your individual information:
For each visitor to reach the Site, we expressively collect some fundamental non-personally identifiable information, including but not limited to browser type, version and language, operating system, pages viewed while browsing this website, page access times and referring website address.

This collected information is used solely internally for the purpose of gauging web traffic, trends and delivering personalised content to you personally while you are on this website.

Occasionally, we might use customer information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some point in the future we will use the data collected from the time of the policy for these new purposes only, any change moving forward will adhere to our updated practices.

The security of data you provide:
We take all reasonable steps to protect the personal information we hold about you from misuse or loss or from unauthorised access, modification or disclosure. It is kept in electronic form on our database and can be accessed by authorised staff. These employees are issued with their own Login Identifier they must employ to obtain access to our systems.

Changes to this Privacy Policy:
The Successful Investor reserves authority to perform amendments for this Privacy Policy anytime. In the event that you have objections to the Privacy Policy, you ought not to access or use the Site.

Accessing Your Personal Information
You have the power to have access to personal information, dependant upon exceptions allowed by law. If you would like to do so, please let us know. You may be required to place your request in writing for security reasons. The Successful Investor reserves the right to charge a fee for locating, and providing access to, your data on a per request basis.

Contacting us:
The Successful Investor welcomes your comments regarding this Privacy Policy. In the event you have any queries in regards to this Privacy Policy and want further information, please get in touch with us by any of the following means during business hours Monday to Friday via post: Suite 10, 134-136 Cambridge Street, Collingwood Victoria 3066, phone: 1300 800 886, or e-mail:

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