Privacy Policy

Effective Date: 9th June 2025

What information we collect

We may collect personal information such as:
– Your name, email address, phone number, and organisation (if applicable)
– Ethical preferences of your clients (e.g. via surveys or research participation)
– Any other information you voluntarily provide (e.g. feedback, correspondence)

We may also collect meeting recordings, transcripts, and automated summaries (with your consent).

How we use your information

We may use your personal information to:
– Communicate with you and respond to enquiries
– Send newsletters or updates you have subscribed to
– Analyse ethical investment survey data (in aggregated or de-identified form)
– Improve our website, resources, and services
– Conduct or document meetings (with prior notice and consent)

Use of AI tools

We may use secure and privacy-conscious AI tools to:
– Generate or summarise content (e.g. meeting notes, articles)
– Analyse anonymised survey data
– Improve our internal efficiency and member communications

AI tools are only used in ways consistent with this Privacy Policy. We do not use AI to make automated decisions that affect you without human oversight.

Meeting recordings and consent

We may record virtual meetings (e.g. via Zoom or Teams) for internal use, such as:
– Accurate documentation of discussions
– Preparing summaries, actions, or minutes
– Supporting collaborative work across member advisers

We will always seek your consent before recording any meeting. Recordings are stored securely and access is restricted to relevant members or staff. You may opt out of recorded sessions or request not to be included.

Disclosure of personal information

We may disclose your information to:
– Co-op members and working groups (on a need-to-know basis)
– Third-party providers for services like email, surveys or cloud storage
– Legal or regulatory bodies where required

We do not sell or rent personal information.

Storage and security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access or disclosure. Data may be stored on secure Australian or international cloud services with privacy safeguards.

Access and correction

You may request access to your personal information or corrections by contacting:

Email: info@ethicaladviserscoop.org
We will respond within a reasonable time.

Website and cookies

Our website may use cookies and analytics tools to monitor traffic and improve functionality. These do not personally identify you. You can manage cookies through your browser settings.

Third-party links

Our website may link to other websites. We are not responsible for their privacy practices. We recommend you review their privacy policies before providing any personal information.

Changes to this policy

We may update this Privacy Policy as required. The latest version will always be available on our website.

Contact us

If you have any questions or concerns about how we manage your information, please contact:

Ethical Advisers’ Co-operative
Email: info@ethicaladviserscoop.org
Website: www.ethicaladviserscoop.org

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Resources

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The Ethical Advisers’ Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers’ Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.

As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

The contents of this website are provided for informational purposes only and do not constitute financial product advice. The Ethical Advisers Co-operative does not provide personal or general financial advice through this website.

 

The information, including survey results and associated documents, is factual in nature and relates solely to the ethical considerations of various investment options. It does not consider fees, past or future performance, or financial suitability, nor does it take into account any individual’s objectives, financial situation, or needs.

 

The ethical scores and assessments presented are based on methodologies used by participating advisers and are benchmarked against the ethical preferences of their average ethical client. These scores are subjective and may not align with individual values or circumstances. Users should seek independent financial advice from a qualified adviser before making decisions regarding investments or superannuation products.

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