Keepada
◈ Keepada
  • Three disciplines, one long-term philosophy.
    Global Advisory Tailored guidance and strategic collaboration for families, founders, and enterprises - built for decades, not deal cycles. Explore
    Wealth & Asset ManagementDisciplined, long-term investing across sectors, with sustainability built in. Business VenturesBacking early-stage founders with bold, unusual ideas.
  • Families, founders, and enterprises who think in decades.
    Families & Family Offices Preserving cohesion and capital across generations - from a family fourteen generations into doing exactly that itself. Explore
    Founders & EntrepreneursCapital and counsel for bold, early-stage ventures. Enterprises & InstitutionsStrategic collaboration on complex, cross-border decisions.
  • Three centuries of heritage behind a modern investment house.
    About Keepada Our story, our mission, and 300+ years of heritage behind a modern investment house. Explore
    Our HeritageFourteen generations, documented since AD 1687. Our FoundationTurning heritage into community impact. Our LeadershipThe people stewarding Keepada’s capital and values. CareersBuild the next chapter of a 300-year legacy.
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Keepada › Privacy Policy

Privacy Policy

Last updated: 20 September 2026
This page is a starting template drafted for Keepada and references the Australian legal and regulatory framework current as of publication. It is general information only, not legal advice, and should be reviewed by qualified Australian legal counsel before you rely on or publish it.

Contents

  1. Scope of this Policy
  2. What Personal Information We Collect
  3. How We Collect Personal Information
  4. How We Use Personal Information
  5. Disclosure of Personal Information
  6. Overseas Disclosure
  7. Data Security
  8. Access and Correction
  9. Cookies
  10. Direct Marketing
  11. Complaints and the OAIC
  12. Changes to this Policy
  13. Contact Us

1. Scope of this Policy

Keepada Pty Ltd (ACN [to be added]) and its related entities, including the Keepada Foundation (together, “Keepada,” “we,” “us,” or “our”), are committed to protecting the privacy of personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Policy explains how we collect, hold, use, and disclose personal information across our website, our advisory, wealth management, and business ventures services, and our dealings with families, founders, enterprises, job applicants, and other individuals we interact with.

2. What Personal Information We Collect

The personal information we collect depends on your relationship with us, and may include:

  • Contact details - name, email address, phone number, postal address
  • Identity and verification information required for client onboarding and Anti-Money Laundering / Know Your Customer (AML/KYC) checks
  • Financial information relevant to advisory, wealth management, or investment discussions
  • Information submitted through pitch, enquiry, or contact forms
  • Employment and career history submitted for job applications
  • Technical information such as IP address, browser type, and device information collected via cookies (see Cookie Settings)

We do not knowingly collect sensitive information (as defined under the Privacy Act) unless it is reasonably necessary for our functions and you have consented, or an exception applies.

3. How We Collect Personal Information

We collect personal information directly from you - for example, when you contact us, submit a pitch, apply for a role, or engage us for advisory or investment services. We may also collect information from third parties, such as referral partners, publicly available sources, or professional advisers, where reasonably necessary and lawful to do so.

4. How We Use Personal Information

We use personal information to:

  • Provide, administer, and improve our Global Advisory, Wealth & Asset Management, and Business Ventures services
  • Assess enquiries, pitches, and investment opportunities
  • Process job applications
  • Comply with legal and regulatory obligations, including AML/KYC requirements
  • Communicate with you about our services, unless you have opted out
  • Maintain the security and proper functioning of our website

5. Disclosure of Personal Information

We may disclose personal information to:

  • Our related entities, including the Keepada Foundation and SYNE Group, where relevant to the services provided
  • Professional advisers, including legal, tax, and financial advisers
  • Service providers who support our operations, such as IT and hosting providers
  • Regulatory or government bodies, where required by law

We do not sell personal information to third parties.

6. Overseas Disclosure

Given Keepada’s family heritage and global reach across more than 100 families, we may disclose personal information to service providers or related entities located outside Australia. Where we do so, we take reasonable steps to ensure overseas recipients handle personal information consistently with the Australian Privacy Principles, to the extent required under APP 8.

7. Data Security

We take reasonable technical and organisational steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Further detail on our internal data handling practices is set out in our Data Management Policy.

8. Access and Correction

You may request access to, or correction of, the personal information we hold about you by contacting us using the details below. We will respond within a reasonable time and, in most cases, free of charge, subject to any exceptions permitted under the Privacy Act.

9. Cookies

Our website uses cookies and similar technologies. You can manage your preferences at any time on our Cookie Settings page.

10. Direct Marketing

We may send you direct marketing communications about our services where permitted by law. You may opt out at any time by using the unsubscribe function in our communications or by contacting us directly, consistent with the Spam Act 2003 (Cth).

11. Complaints and the OAIC

If you believe we have breached the Australian Privacy Principles, please contact us using the details below so we can investigate. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

12. Changes to this Policy

We may update this Policy from time to time. The “Last updated” date at the top of this page reflects the most recent version. We encourage you to review this Policy periodically.

13. Contact Us

For privacy-related questions, requests, or complaints, please contact us at hello@keepada.com, or visit our Contact page.

Keepada
◈ Keepada
Stewarding Legacy. Building the Future.

A family owned investment house shaped by centuries of discipline, trust, and strategic foresight. Est. AD 1656.

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Who We Serve
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About Us
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