Charting the Stock

Market For Profit
Building client wealth SINCE 1998

 The Chartist trial green

Privacy Policy

Reef Capital Coaching Pty Limited
Trading as The Chartist
ABN: 24 092 309 978
AFS Licence No: 288200

Privacy Policy
[Last updated May 2016]

This privacy policy sets out how The Chartist handles your personal information. The Chartist complies with Australian privacy legislation.

Staying Anonymous
You can browse our webpages anonymously. However, if you would like to take advantage of our services, including our 2 week trial membership, you will need to identify yourself to us and at that point we will collect your personal information.

Collecting personal information
At all times we try to only collect the information we need for the particular service we are providing.  The main way we collect personal information about you is when you give it to us, for example:
•    when you contact us
•    when you subscribe to our newsletter
•    when you participate in a promotion offered by The Chartist
•    when you submit an order through our online services
•    when you ask for access to information we hold about you

You agree that, for compliance purposes, we may retain any of your personal information for a period of seven years, although we are not obliged to do so.   

If you provide us with a testimonial, you give us your consent for the use of your first name and at least the first initial of your surname, your state and the year of service delivery to be displayed on our online services or in our other marketing material, together with the content of the testimonial that you provide. You authorise us to edit your testimonial for length or grammar, but not to change the meaning of what you have said.

Social Networking Services and links to other websites
We may provide links to other websites or use social networking services such as Twitter and Facebook to communicate with the public about our work. These sites have their own privacy policies. When you communicate with us using these services we may collect your personal information. We will only use it to help us to communicate with you and the public. The social networking service will also handle your personal information for its own purposes.

Collecting sensitive information
To comply with applicable financial services laws, we may be required to collect sensitive personal information. This may include:
•    birthdate
•    gender
•    driver’s licence number

How we use Cookies and other identifiers
We use a range of tools provided by third parties including search engine browsers and our web hosting company, to collect or view App, social media or website traffic information. These sites have their own privacy policies. We also may also use pixels, cookies and session tools to improve your experience when accessing our online services.

Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. Some website features may not function properly without cookies.

The information collected by these tools may include the IP address of the device you are using and information about sites that IP address has come from, the pages accessed on our site and the next site visited. We use the information to help to track your use of our online services to improve your user experience and the quality of our services.  To find out how to opt out of tailored advertising please check the options available here -

Consent to Use of Data
You agree that The Chartist may collect and use technical data and related information, including but not limited to technical information about your device, system and application software, and peripherals. This information may be gathered periodically to facilitate the provision of software updates, product support and other services to you (if any) related to The Chartist. The Chartist may use this information, as long as it is in a form that does not personally identify you, to improve its products or to provide services or technologies to you.

Security and overseas recipients
We use Australian based service providers for the hosting and back up of our online services. We currently use the Ontraport customer relationship management system which is a cloud based service hosted in Santa Barbara in the United States. What this means is that your contact information, selection of subscription products and associated demographic information is stored overseas, although it is only accessed by us and our contractors or employees in Australia.   

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we use respected hosting services, firewall and other electronic security procedures and managerial procedures to safeguard and secure the information we collect from you. Our internal procedures may include:
•    risk assessment of misuse, interference, loss, and unauthorised access, modification or disclosure of your information
•    background tracking and records of changes made to your personal information

The information that we collect about you is used only for the purpose of providing you with our services. We do not publish your personal information. We provide access to your personal information in accordance with Australian privacy law. We may share your personal information with our professional advisors for the purpose of obtaining advice or to meet our accounting or compliance obligations.  

Accessing and correcting your personal information
You may request copies of the information we hold about you, which will only be provided electronically. You have the ability to make a request to amend or correct that information. If we do not agree with your requested change, we will keep a copy of your request with our information.  

If you have any concerns about our use of your personal information, please contact us and let us know what the problem is. We will respond to your concerns within 30 days.

If you are not happy with how we manage your concerns, you can contact the Australian Privacy Commission, available at