Privacy Policy

Effective Date: 28 June 2026  ·  Last Updated: 28 June 2026

At Capital Square Solutions Pty Ltd (ABN: 96 675 715 616 / ACN: 675 715 616), trading as Alvero Property ("Alvero Property", "we", "us" or "our"), we are committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains how we collect, use, disclose, store, and protect your personal information, and your rights in relation to that information.

1. What Personal Information We Collect

We may collect the following types of personal information:

  • Full name
  • Contact details (e.g. phone number, email address, residential or business address)
  • Date of birth
  • Financial details relevant to your property investment capacity (e.g. income, assets, liabilities, existing property holdings, borrowing capacity)
  • Identification documents where required by law (e.g. driver's licence, passport)
  • Property ownership or transaction history
  • Your property goals, investment criteria, preferred locations, budget parameters, and target yields
  • IP address and usage data when you use our website

We only collect personal information that is reasonably necessary for our functions as a commercial buyers agency. We will not collect sensitive information unless required for a specific purpose and you have consented to its collection.

2. How We Collect Your Information

We collect personal information in the following ways:

  • Directly from you when you complete a form, contact us, or engage our services
  • Through our website (e.g. via enquiry forms, consultation requests, or analytics tools)
  • During face-to-face meetings, site inspections, or strategy sessions
  • When you enter into a buyers agency agreement or other engagement letter with us
  • From third parties such as financial planners, accountants, referral partners, or existing clients
  • From public sources or databases (e.g. property registers, ASIC) when relevant and permitted by law

Where possible, we collect personal information directly from you. If we collect your information from a third party, we will take reasonable steps to notify you of this collection unless it is impractical or unreasonable to do so.

3. Why We Collect and Use Your Information

We use your personal information to:

  • Provide commercial property buyers agency services — identifying, evaluating, negotiating and securing commercial property on your behalf
  • Assess your suitability and tailor our service to your investment goals, financial circumstances, and property criteria
  • Facilitate property transactions, including liaising with vendors, agents, solicitors, and other parties
  • Communicate with you about our services and respond to your enquiries
  • Meet our legal and compliance obligations (including AML/CTF and real estate licensing requirements)
  • Improve our website and client experience on an aggregate and anonymised basis
  • Conduct marketing and promotional activities (with your consent — see section 9)

We will not use or disclose your personal information for a purpose other than the primary purpose of collection unless you have consented, it is required or authorised by law, or another APP exception applies.

4. Disclosure of Your Information

We may disclose your personal information to the following types of third parties:

  • Legal and conveyancing professionals assisting with your property transaction
  • Property professionals including selling agents, valuers, building and pest inspectors, and quantity surveyors
  • Accountants and financial advisors assisting with structuring your investment (with your consent)
  • Finance brokers within the Alvero Group or otherwise, where you have consented to a referral for financing assistance
  • Our service providers (e.g. IT support, cloud storage, CRM platforms) who are required to handle your information in accordance with our instructions and applicable privacy laws
  • Regulatory bodies as required by law (e.g. ASIC, AUSTRAC, law enforcement)
  • Any third parties you separately consent to

We do not sell, rent, or trade your personal information to third parties for commercial purposes.

5. Cross-Border Disclosure

Some of our third-party service providers (such as cloud storage or CRM platforms) may be located outside Australia. We take reasonable steps to ensure that any overseas recipients handle your information in a manner consistent with the Australian Privacy Principles.

6. Storage and Security of Your Information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Our security measures include:

  • Password-protected systems and secure login protocols
  • Encryption of data in transit via SSL/TLS technology on our website
  • Limiting access to personal information to staff and contractors who require it to perform their role
  • Using reputable cloud storage and CRM solutions with their own security certifications
  • Regular system reviews and data protection assessments

While we take these precautions, no data transmission over the internet can be guaranteed to be completely secure. If you suspect any misuse or unauthorised access to your information, please contact us immediately at property@alvero.com.au.

We retain your personal information only as long as necessary to fulfil the purpose for which it was collected and to meet our legal obligations. When no longer required, we will take reasonable steps to destroy or de-identify it.

7. Access, Correction, and Deletion of Your Information

You have the right to request access to the personal information we hold about you, and to request that we correct information that is inaccurate, out of date, incomplete, irrelevant, or misleading. You may also request deletion of your personal information where we are no longer required by law to retain it.

To make a request, please contact our Privacy Officer in writing using the details in section 12. We may need to verify your identity before actioning your request. We will respond within 30 days. We do not charge for access requests, but may charge a reasonable fee for complex or time-consuming requests.

We may refuse a request in limited circumstances permitted by the Privacy Act, and will provide written reasons if we do so.

8. Cookies and Website Analytics

Our website uses cookies and similar tracking technologies to improve user experience, analyse site traffic, and understand how visitors interact with our content. The cookies we use may include:

  • Strictly necessary cookies: Essential for the website to function correctly. These cannot be disabled.
  • Analytics cookies: Help us understand how visitors use our website (e.g. Google Analytics).
  • Functionality cookies: Remember your preferences to provide a more personalised experience.
  • Marketing cookies: Used to display relevant advertising. We will only deploy these with your consent.

You can manage cookie preferences in your browser settings. Disabling certain cookies may affect website functionality. You can also opt out of Google Analytics via the Google Analytics Opt-out Browser Add-on.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

9. Marketing Communications

We may send you marketing messages about our services where you have provided express consent. You can opt out at any time by clicking the "unsubscribe" link in any marketing email or by contacting us directly at property@alvero.com.au. We will process opt-out requests promptly.

10. Data Breaches

In the event of an eligible data breach that is likely to result in serious harm to any affected individual, we will notify the Office of the Australian Information Commissioner (OAIC) and affected individuals as required under the Notifiable Data Breaches (NDB) scheme in Part IIIC of the Privacy Act 1988 (Cth).

11. Children's Privacy

Our services are directed at adults. We do not knowingly collect personal information from individuals under the age of 18 without the consent of a parent or guardian. If you believe we have inadvertently collected such information, please contact us and we will take prompt steps to delete it.

12. Contact Us

For any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact our Privacy Officer:

We will acknowledge your enquiry within a reasonable time and aim to resolve it within 30 days. If you are not satisfied with our response, you may escalate your complaint to the OAIC at www.oaic.gov.au or by calling 1300 363 992.

13. Changes to This Policy

We may update this policy from time to time. The latest version will always be available on our website. We encourage you to review this page periodically. Your continued use of our website or services following any update constitutes your acceptance of the revised policy.

This policy was last updated on 28 June 2026.