Privacy policy

Last updated 5 November 2026

This policy explains how Finative AI collects, uses and protects personal information. It covers this website, finativeai.com, and the services we provide to financial advice firms.

Finative AI is a trading name of Finative AI Pty Ltd (ABN 95 703 010 057). In this policy, "we", "us" and "our" mean that company. We are based in Australia and work with Australian financial advice firms.

We handle personal information in line with the Australian Privacy Principles in the Privacy Act 1988 (Cth).

The short version

  • The website collects only what you choose to send us: a contact form, a booking or an email.
  • Contact form submissions are emailed to our team. We use them to reply to you and to talk with you about our services.
  • The website doesn't send what you submit to an AI model, and it doesn't use cookies for tracking or advertising.
  • We don't sell or rent personal information.
  • When we build applications for an advice firm, they run in the firm's own Microsoft 365 and Azure, its client data is stored there in Australia, and by default they redact personally identifiable information (PII) before sending anything to an AI model. Copilot agents and bespoke projects are scoped individually under our agreement with the firm.

What we collect

When you use the contact form

The contact form asks for:

  • your name
  • your work email address
  • the name of your firm
  • the number of staff at your firm
  • the CRM your firm uses
  • if you choose, a message about what you would like to automate

Please don't put details about your clients, or health or other sensitive information, in your message. We don't need it to reply to you.

When you book a discovery call

Discovery calls are booked through cal.com, an online scheduling service. When you book, cal.com collects your name, your email address, the time you choose and your answers to any booking questions. It also records that the booking was made from our website. The booking tool only loads when you choose to book a call. cal.com's own privacy policy also applies to the information you give it.

When you email us

If you email us, we receive your email address, your message and anything else you include, such as your signature.

When you visit the website

  • Analytics. We use Cloudflare Web Analytics to count visits and see which pages are read. It doesn't use cookies and doesn't identify individual visitors.
  • Spam protection. The contact form uses Cloudflare Turnstile to check that a person, not a bot, is sending it. Turnstile looks at signals from your browser and your connection, including your IP address. Cloudflare tells us only whether the check passed.
  • Hosting and images. The website is hosted on Cloudflare. Some images, such as client logos and photos, are delivered by Sanity, the service that stores the website's content. Like any web host, these services process your IP address and basic browser details to deliver pages and images and to protect the site from attacks.

The website itself doesn't set cookies. Cloudflare and cal.com may use cookies or similar technologies that their services need to work, such as security checks. We don't use cookies for advertising or to follow you across other websites.

Testimonials

If you give us a testimonial, we publish your name, role, firm and photo only with your written permission.

Dealing with us without identifying yourself

You can browse the website without telling us who you are, and you can ask a general question by email without giving your real name. To book a call, or for us to work with your firm, we need your name and contact details.

How we collect it

We collect personal information directly from you, when you fill in the contact form, book a call, email us or speak with us. Sometimes we receive it from someone else, such as a colleague at your firm who asks us to include you in a call. If we receive your details from someone else and you wouldn't expect it, we will let you know.

How we use it

We use the personal information you give us to:

  • reply to your message and arrange a discovery call
  • understand your firm's size and systems, so the call is useful
  • provide our services to your firm, if it engages us
  • keep records of our dealings with you
  • meet our legal obligations

If you don't give us the information the contact form asks for, we may not be able to reply or arrange a call.

After you contact us, we may email you about our services. You can ask us to stop at any time by replying or by emailing [email protected], and every marketing email we send will tell you how to opt out.

How we handle contact form submissions

When you submit the contact form:

  1. Your browser sends the form to our website over an encrypted (HTTPS) connection.
  2. Cloudflare Turnstile checks that the submission isn't from a bot.
  3. The website checks the fields are filled in correctly and passes the submission to Resend, an email delivery service, which emails it to our team at [email protected].
  4. We read it and reply from our business email, which runs on Microsoft 365.

The website doesn't store your submission in a database, and it doesn't send it to an AI model. The copy we keep is the email in our inbox. Resend keeps a record of the emails it delivers for a limited time, under its own terms.

How we use AI

On this website

The website doesn't use AI to handle what you send us. There is no chatbot, and contact form submissions and bookings aren't sent to an AI model.

In the services we provide to advice firms

Finative AI builds and runs AI applications and workflows for financial advice firms. When we do this work:

  • the applications run inside the firm's own Microsoft 365 and Azure, under the firm's controls
  • client records, files and logs are stored in Australia
  • by default, our applications redact personally identifiable information (PII) before anything is sent to an AI model. Microsoft Copilot agents work under the firm's own Microsoft agreement and don't use this redaction
  • by default, the AI prepares drafts, such as file notes, emails and CRM updates, for a person at the firm to approve. Any different arrangement is agreed with the firm
  • every action is logged, so the firm can see what happened and who approved it

We don't use a firm's client data to train AI models.

Client information we handle for advice firms

When a firm engages us, we may have access to personal information about its clients and staff so we can build, support and monitor the systems we run for it. We handle that information on the firm's behalf, only for the services in our agreement with the firm. The firm's own privacy policy explains how it handles its clients' information. If you are a client of a firm we work with and have a question about your information, please contact the firm first. We will help it respond.

To build, test and support these systems, we sometimes hold small samples of client information on our encrypted company devices and in our Microsoft 365, including recordings of walkthroughs with the firm. We don't copy whole databases, and we delete this information when we no longer need it.

Who we disclose it to

We disclose personal information only:

  • to service providers that help us run the website and our business: Cloudflare (hosting, analytics and spam protection), Sanity (website content and images), Resend (email delivery), cal.com (bookings) and Microsoft (our email and business systems)
  • to our professional advisers, such as our accountant or lawyer, where they need it
  • where the law requires or allows it, or with your consent

These providers handle personal information under their own terms and privacy policies.

Overseas disclosure

Client data in the services we run for advice firms is stored in Australia. Our team may access this information, and hold small samples of it, from outside Australia, including the United Kingdom.

Some of the services that run this website are provided by companies based overseas, and they may store or process personal information outside Australia:

  • Cloudflare runs a global network. Your visits to the website, including your IP address and anything you submit through the contact form, may be handled at Cloudflare locations outside Australia.
  • Resend, which delivers contact form submissions to our inbox, is based in the United States. It sends our emails from Japan and may also process them in the United States.
  • cal.com, which handles bookings, is based in the United States and may store booking details there or in other countries.
  • Sanity, which stores the website's content and delivers some of its images, is based overseas, and its servers may be outside Australia.

We take reasonable steps to make sure these providers protect personal information in a way that is consistent with the Australian Privacy Principles.

How we protect it

We protect personal information from misuse, loss and unauthorised access. The website sends forms over encrypted connections, and only the people who need it can access our inbox and business systems.

We keep personal information only for as long as we need it for the purposes in this policy, or as the law requires. After that, we delete it or remove the details that identify you. We keep contact form submissions and booking details for up to two years after our last contact with you, then delete them.

If a data breach is likely to cause you serious harm, we will tell you and the Office of the Australian Information Commissioner (OAIC) where the Notifiable Data Breaches scheme requires it.

Accessing and correcting your information

You can ask for a copy of the personal information we hold about you, or ask us to correct it, by emailing [email protected]. We will need to confirm who you are first. We don't charge for making a request, and we will respond within 30 days. If we can't give you access or make a correction, we will tell you why in writing and how you can complain.

Complaints

If you think we have mishandled your personal information, please email [email protected] with "Privacy complaint" in the subject line. We will look into it and reply within 30 days.

If you aren't satisfied with our response, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au or on 1300 363 992.

Changes to this policy

We may update this policy from time to time. The date at the top of this page shows when it last changed.

Contact us

Finative AI Pty Ltd (ABN 95 703 010 057), trading as Finative AI. Email [email protected].