Introduction
Liberty Platform PTY LTD (ACN 694 912 126) is committed to protecting your personal information. This Privacy Policy describes how we collect, use, store, disclose, and manage personal information in connection with your use of the Platform at libertystone.com.au.
We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles, and we are also subject to obligations under the AML/CTF Act which may require us to collect and retain certain personal information.
We may collect identity information, contact information, financial information, technical and usage data, and sensitive information where necessary for legal compliance or with your explicit consent.
- Identity information including full legal name, date of birth, government-issued identification, TFN or ABN where applicable, and residential or mailing address.
- Contact information including email address, phone number, and business address for corporate and SMSF clients.
- Financial information including bank account details, investment account balances, transaction history, holdings, income, assets, and financial position where relevant.
- Technical and usage data including device identifiers, IP addresses, browser type, operating system, browsing behaviour, login times, and session data.
- Sensitive information, including tax residency status or politically exposed person status, only where necessary for legal compliance or with your explicit consent.
We collect personal information directly from you when you register, complete forms, or communicate with us, and automatically through cookies, tracking technologies, and analytics tools when you use the Platform.
We may also collect information from identity verification service providers, ongoing monitoring services, financial data providers, credit reporting agencies, and public registers.
- Direct collection through registration, forms, uploads, and communications.
- Identity verification providers including licensed or approved KYC providers.
- Ongoing monitoring services including approved AML screening and transaction monitoring providers.
- Third-party financial data providers, credit reporting agencies, and public registers.
- Cookies, tracking technologies, and analytical tools.
We collect and use personal information to verify your identity, establish and manage your account, process transactions, provide services and product access, meet legal and regulatory obligations, detect and prevent fraud, communicate with you, improve the Platform, and support marketing where you have provided consent.
- Verify your identity and comply with AML/CTF and KYC obligations.
- Establish and manage your Platform account.
- Process transactions and provide requested services.
- Meet obligations as an Authorised Representative of YP Securities Pty Ltd.
- Comply with Australian legal, regulatory, and reporting requirements.
- Detect, investigate, and prevent fraud, money laundering, or prohibited conduct.
- Communicate with you about your account, products, and services.
- Improve the Platform and develop new products and features.
- Market to you where you have consented, with an option to withdraw at any time.
We may disclose your personal information to YP Securities Pty Ltd, identity verification providers, AML/CTF screening providers, payment infrastructure partners, securities execution and brokerage partners, government agencies and regulatory bodies, AFCA, and our legal advisers or auditors where necessary.
In providing certain services, we may transfer personal information to recipients located outside Australia, including service providers operating in the United States and the European Union.
Where we do so, we take reasonable steps to ensure that recipients handle your information in a manner consistent with the Australian Privacy Principles.
- YP Securities Pty Ltd (AFSL 531729), as the licensee under whose authority we operate.
- Identity verification providers including licensed or approved KYC providers.
- AML/CTF monitoring and screening providers including approved compliance partners.
- Licensed payment infrastructure partners.
- Securities execution and brokerage partners including Open Markets and Alpaca Securities LLC.
- AUSTRAC, ASIC, the ATO, AFCA, and other regulators or agencies where required.
- Legal advisers and auditors engaged by us.
Data Security
We implement industry-standard technical and organisational security measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction.
In the event of a data breach likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner as required under the Notifiable Data Breaches scheme.
- Encryption of data in transit and at rest.
- Multi-factor authentication for Platform access.
- Role-based access controls for internal systems.
- Regular penetration testing and security auditing.
- Incident response and data breach notification procedures.
We retain personal information for as long as necessary to provide our services and comply with legal and regulatory obligations.
Under AML/CTF legislation, certain records must be retained for a minimum of 7 years, and identity documents may be retained longer where required by law.
You have the right to request access to personal information we hold about you, request correction of inaccurate, incomplete, or out-of-date information, opt out of direct marketing communications, and lodge a privacy complaint with us or with the OAIC.
To exercise these rights, contact our Privacy Officer at compliance@libertystone.com.au.
We may update this Privacy Policy from time to time. Material changes will be notified to registered users via email or through the Platform, and the current version is always available at libertystone.com.au/privacy.
For privacy matters, contact the Privacy Officer at Liberty Platform PTY LTD, Suite 109, Level 1, 40 Burgundy Street, Heidelberg VIC 3084, Australia.
- ACN 694 912 126
- Email: compliance@libertystone.com.au
- This Privacy Policy was last updated on 20 March 2026.
These legal documents apply to the Liberty Stone platform and should be read together with relevant product disclosures and any independent professional advice you obtain.