We collect information that helps us provide better financial guidance and business operations support. This includes both information you directly share with us and data we gather through your interactions with our services.
Information We Collect
Personal Information You Provide
- Contact details including name, email address, phone number, and business address
- Business information such as company name, industry sector, and operational details
- Financial data relevant to our consulting services and business analysis
- Communication records from emails, calls, and meetings with our team
- Account preferences and service customization settings
Automatically Collected Data
- Website usage patterns including pages visited, time spent, and navigation paths
- Device information such as browser type, operating system, and IP address
- Location data when relevant to providing localized business advice
- Performance metrics to help us improve our digital services
How We Use Your Data
Your information helps us deliver personalized financial consulting and business operations support. We process data based on legitimate business interests, contractual obligations, and your consent where required.
Purpose | Legal Basis | Data Types Used |
---|---|---|
Service Delivery | Contract Performance | Contact info, Business data, Financial records |
Communication | Legitimate Interest | Contact details, Preferences |
Service Improvement | Legitimate Interest | Usage analytics, Feedback |
Legal Compliance | Legal Obligation | All relevant data as required |
Data Sharing and Third Parties
We're selective about sharing your information. When we do share data, it's always with trusted partners who help us provide better services, and only under strict confidentiality agreements.
When We Share Information
- With professional service providers like accounting firms, legal advisors, and technology specialists who support our operations
- During business analysis when external expertise enhances our recommendations
- For legal compliance including tax reporting, regulatory requirements, and court orders
- In business transitions such as mergers, acquisitions, or asset transfers with appropriate confidentiality protections
Security Measures
Protecting your data is fundamental to our operations. We use enterprise-grade security measures and regularly update our practices to address evolving threats.
Technical Safeguards
- Advanced encryption for data transmission and storage using industry-standard protocols
- Multi-factor authentication for all team access to client information
- Regular security audits and vulnerability assessments by independent specialists
- Secure cloud infrastructure with automatic backup and disaster recovery systems
- Network monitoring and intrusion detection to identify potential threats
Operational Security
- Staff training on data protection and confidentiality requirements
- Access controls ensuring team members only see information relevant to their role
- Regular policy reviews and security procedure updates
- Incident response protocols for rapid threat containment
Your Privacy Rights
Under Australian privacy laws, you have significant control over your personal information. We respect these rights and make it straightforward to exercise them.
Access and Correction Rights
- Request copies of all personal information we hold about you
- Correct inaccurate or incomplete information in our records
- Update your contact preferences and communication settings
- Receive information about how we've used or disclosed your data
Control Over Your Information
- Object to certain types of data processing for legitimate reasons
- Request deletion of information no longer needed for our services
- Withdraw consent for data processing where consent is the legal basis
- Request data portability to transfer information to other service providers
Data Retention and Deletion
We keep your information only as long as needed for legitimate business purposes or legal requirements. Different types of data have different retention periods based on their purpose and regulatory obligations.
Retention Periods
- Active client records maintained during service relationship plus 7 years for business purposes
- Financial and tax-related information kept for 7 years as required by Australian law
- Marketing communications data retained until you unsubscribe or 3 years of inactivity
- Website analytics data aggregated and anonymized after 2 years
- Legal documents and contracts maintained as required by applicable regulations
Secure Deletion Process
- Automated deletion systems remove expired data according to retention schedules
- Secure wiping procedures ensure deleted information cannot be recovered
- Regular audits verify proper data disposal and retention compliance
Cookies and Analytics
We use cookies and similar technologies to improve your experience on our website and understand how our services are used. You have control over these technologies through your browser settings.
Types of Cookies We Use
- Essential cookies for website functionality and security features
- Performance cookies to understand site usage and improve user experience
- Preference cookies to remember your settings and customizations
- Analytics tools to measure website performance and content effectiveness
International Data Transfers
While we primarily process data within Australia, some services require international data transfers. When this occurs, we ensure adequate protection through approved transfer mechanisms.
Transfer Safeguards
- Standard contractual clauses with international service providers
- Adequacy decisions recognizing equivalent protection in destination countries
- Regular reviews of international partners' data protection practices
- Specific consent for transfers when required by law
Policy Updates
We update this privacy policy periodically to reflect changes in our practices, services, or legal requirements. Significant changes will be communicated directly to affected clients.
How We Communicate Changes
- Email notifications for material changes affecting your rights or our practices
- Website notices for general updates and clarifications
- Updated effective dates clearly displayed on this page
- Opportunity to discuss significant changes with your account manager