PRIVACY POLICY

1. INTRODUCTION

This Privacy Policy explains how JMV APS Pty Ltd as trustee for JMV APS Trust ABN 12 648 515 946 trading as Broker Ideas Group ("we", "us" or "our") collects, uses, stores, discloses and handles personal information.

We are committed to handling personal information responsibly and in accordance with applicable privacy laws, including the Australian Privacy Act 1988 (Cth).

Clients engaging with our paid services are provided with our terms and conditions, which incorporate this Privacy Policy, before services commence.

Website visitors and users of our online platforms may also be presented with cookie, analytics and tracking technology disclosures through our websites, platforms or applications.

We may update this Privacy Policy from time to time to reflect changes in our operations, technology, legal obligations or business practices. The latest version will be available on our website.

2. THE INFORMATION WE COLLECT

The types of personal information we may collect include:

• name, email address, phone number and contact details;
• billing, transaction and payment-related information;
• business and professional information;
• information about business operations, goals, performance, strategy or challenges;
• commercially sensitive or confidential information shared during coaching, advisory or support interactions;
• CRM notes and customer service records;
• communications and interactions with us, including emails, messages, support requests and chat communications;
• audio recordings, video recordings, transcripts and summaries of meetings, coaching calls, workshops, events or support interactions;
• files, documents, forms, worksheets or other materials uploaded or shared with us;
• DISC assessment or profiling information and related reports;
• testimonials, feedback, survey responses and questionnaires;
• photographs, videos or media captured at events or training sessions;
• information relating to participation in our programs, courses, communities or events;
• device, browser and usage information including IP address, cookies, analytics data and website interaction information; and
• any other information voluntarily provided, submitted or shared in connection with our services or interactions with us.

We do not store full credit card details ourselves. Payment transactions are processed through third-party payment providers and platforms.

3. HOW WE COLLECT INFORMATION

We may collect personal information when you:

• visit our website, online platforms or applications;
• sign up for programs, memberships, webinars, courses or events;
• communicate with us by email, phone, messaging platforms, social media or online forms;
• participate in coaching, advisory, support or training sessions;
• participate in member communities, groups or communication channels;
• upload documents, files or materials;
• complete assessments, surveys, questionnaires or forms;
• interact with our marketing, advertising or content; or
• otherwise engage with our services.

We may also collect information automatically through cookies, analytics tools, advertising platforms and similar technologies.

These technologies may include:

• website analytics tools;
• advertising and remarketing platforms;
• tracking pixels and tags;
• audience and conversion tracking technologies; and
• website usage and behavioural analytics tools.

You may adjust your browser settings to disable cookies, although some website functionality may be affected.

4. HOW WE USE INFORMATION

We may use personal information to:

• provide coaching, advisory, educational, event or support services;
• operate memberships, programs, courses, portals and communities;
• communicate with you and provide customer support;
• deliver events, webinars and workshops;
• process payments and manage accounts;
• personalise services and user experiences;
• generate insights, summaries, resources or recommendations;
• improve our services, systems, workflows and operations;
• conduct internal analysis, planning and operational improvement;
• manage relationships and maintain service continuity;
• create and improve educational materials, tools and resources;
• administer assessments and profiling tools;
• provide marketing communications and promotional materials;
• monitor and improve website performance and advertising effectiveness;
• maintain internal records;
• comply with legal obligations; and
• protect our business, systems, users and services.

Information, materials, documents, submissions, assessments, communications and other content provided by participants may be reviewed and analysed for the purposes of providing feedback, support, coaching, education, service delivery and improving our Services. We do not share participant submissions, documents or materials with other members without permission. However, we may use insights, themes, patterns, learnings and other information derived from participant interactions and submissions to support service delivery and to develop and improve training materials, resources, tools, educational content and our Services.

Where you voluntarily provide a testimonial, review, case study, endorsement or similar feedback for publication or promotional purposes, we may use that content in connection with the marketing and promotion of our Services. If you later wish to withdraw a testimonial, you may contact us in writing and we will take reasonable steps to cease using the testimonial in future marketing and promotional materials within a reasonable timeframe. 

We do not sell personal information.

5. AI TOOLS & AUTOMATED PROCESSING

We may use artificial intelligence ("AI"), automation systems and AI-assisted technologies to support our operations and service delivery.

This may include using AI tools to:

• summarise meetings or communications;
• generate content or resources;
• assist with support or administration;
• analyse information or assessment results;
• improve workflows and operational efficiency;
• personalise services and user experiences;
• support internal knowledge and operational systems;
• analyse member engagement, participation, feedback or sentiment;
• generate recommendations or insights; and
• assist in developing internal tools, automations or AI systems.

Information provided to us may be processed by third-party AI and technology providers used in our operations.

These providers may include:

• large language model platforms;
• AI-assisted transcription and summarisation services;
• marketing and content generation tools;
• workflow automation platforms;
• productivity, collaboration and communication platforms;
• analytics and operational support systems; and
• related cloud-based technology providers.

These providers may process information on servers located outside Australia.

Some of our services may include AI-powered tools that interact directly with users. Information provided during those interactions, together with information obtained through our services, may be collected, processed and analysed to generate outputs, recommendations, summaries, resources or other materials, and to improve service delivery, member support and operational effectiveness.

Information provided to us may also be used to build and maintain contextual knowledge about individual members, businesses, teams and interactions in order to provide more personalised, informed and effective support across our services.

We do not use identifiable customer data to train third-party public AI models.

6. RECORDINGS, TRANSCRIPTS & COMMUNICATION

We may record meetings, coaching sessions, workshops, webinars, events, support interactions or other communications for operational, service delivery, training, quality assurance, educational or administrative purposes.

Where sessions are conducted via video or online meeting platforms (such as Zoom), participants will receive an automated recording notification.

For other recorded interactions, we will take reasonable steps to notify participants before recording commences.

Recordings, transcripts, summaries and related communications may be accessible to authorised team members, contractors, service providers, technology platforms and AI-assisted systems used in our operations and service delivery.

7. SHARING INFORMATION

We may disclose personal information to:

• employees, contractors and authorised personnel;
• cloud and software service providers;
• CRM and communication platforms;
• payment processors;
• event and webinar platforms;
• analytics and marketing providers;
• AI and automation technology providers;
• professional advisers; and
• other providers reasonably required to operate our business and services.

We take reasonable steps to work with reputable service providers that maintain appropriate privacy and security standards for information handled on our behalf.

8. OVERSEAS DISCLOSURE & PROCESSING

We use a range of cloud, software, AI, communication, analytics and automation providers that may operate or process information outside Australia, including in the United States and other countries.

As a result, personal information may be stored, processed or accessed outside Australia by technology providers, contractors or service providers used in our operations.

We take reasonable steps to work with reputable providers that maintain appropriate privacy and security standards. However, privacy, security and data processing practices may differ between countries.

9. MARKETING, ANALYTICS & TRACKING TECHNOLOGIES

We may use analytics, advertising and tracking technologies to:

• understand website usage;
• improve services and user experiences;
• measure advertising effectiveness;
• personalise content and marketing;
• create audience and marketing segments; and
• provide relevant communications or promotions.

These technologies may include cookies, pixels, tags, analytics software and advertising platform tools.

You may opt out of marketing communications at any time using unsubscribe links or by contacting us directly.

10. DATA STORAGE & RETENTION

We retain information for as long as reasonably necessary for:

• service delivery;
• operational continuity;
• maintaining customer history and records;
• legal, compliance and business requirements;
• internal analysis, operational improvement and system development; and
• legitimate business purposes.

Retention periods may vary depending on the type of information, operational requirements and applicable legal obligations.

Where reasonably practicable and appropriate, information may be deleted, de-identified or anonymised.

11. SECURITY

We take reasonable administrative, technical and operational measures to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security of information stored or transmitted through our systems.

We recognise that information shared during coaching, advisory, strategic and operational discussions may be commercially sensitive or confidential. We take steps to handle such information appropriately within our systems and operations and in accordance with this Privacy Policy.

12. ACCESS, CORRECTION & DELETION REQUESTS

You may request access to, correction of or deletion of personal information we hold about you by contacting us at support@brokerideasgroup.com.au.

We will respond to requests within a reasonable timeframe, generally within 30 days.

We may need to verify your identity before processing a request.

In some circumstances, we may be unable to delete or fully remove information where retention is required for legal, financial, contractual, compliance or operational reasons. If this applies, we will explain the basis for retaining the information.

If you have concerns about how we handle personal information, you may contact us using the details above.

13. THIRD-PARTY PLATFORMS & LINKS

Our services may integrate with or link to third-party websites, platforms or applications.

We are not responsible for the privacy practices of third-party services and encourage you to review their privacy policies separately.

14. CONTACT US

If you have questions about this Privacy Policy, wish to access or correct your information, or would like to make a privacy-related enquiry, please contact us:

Email: support@brokerideasgroup.com.au 

Privacy Policy last updated 16 June 2026.