Information We Collect

Running a business finance consultancy means we need certain information to serve you properly. Here's what we typically gather and why it matters.

Personal Information You Provide

When you reach out or sign up for our services, we collect:

• Your name, business name, and contact details (email, phone number, business address)
• Financial information relevant to your business growth objectives
• Business structure and operational details
• Payment information for billing purposes
• Communication preferences and consultation history

Information We Collect Automatically

Like most websites, ours collects some data automatically through cookies and similar technologies:

• IP addresses and browser information
• Pages visited and time spent on our site
• Device type and operating system
• Referring website or source

How We Use Your Information

We're pretty straightforward about this. Your information helps us do our job better and keep things running smoothly.

Data Storage and Security

Keeping your information secure is something we take seriously. We use industry-standard security measures, but we'll be honest with you – no system is completely foolproof.

Security Measures

• Encrypted data transmission using SSL/TLS protocols
• Secure servers hosted in Australian data centers
• Regular security audits and updates
• Restricted access to personal information (only authorized staff)
• Secure backup systems with encryption

Data Retention

We keep your information for as long as needed to provide services and meet legal obligations. Specifically:

• Active client records: Duration of our relationship plus 7 years (as required by Australian tax law)
• Financial records: 7 years from the end of the financial year they relate to
• Marketing communications: Until you unsubscribe or request removal
• Website usage data: Typically 24 months

After these periods, we securely delete or anonymize your data unless we're legally required to keep it longer.

Sharing Your Information

There are limited circumstances where we share your information with third parties. We're careful about who we work with and ensure they meet our privacy standards.

Service Providers

We work with trusted partners who help us run our business:

• Cloud hosting providers for data storage
• Payment processors for handling transactions
• Email service providers for communications
• Professional advisors (accountants, lawyers) when necessary

These providers are contractually bound to protect your information and can only use it for the specific services they provide to us.

Legal Requirements

We may disclose your information if required by Australian law or in response to:

• Court orders or legal processes
• Government or regulatory requests
• Prevention of fraud or criminal activity
• Protection of our legal rights

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information. Here's what you can do and how to do it.

Access Your Information

You can request a copy of the personal information we hold about you. We'll provide this within 30 days of your request, subject to identity verification.

Correct Your Information

If your details change or you spot an error, let us know. We'll update your records promptly and notify any third parties where necessary.

Request Deletion

You can ask us to delete your personal information, subject to certain limitations. We'll comply unless we need to keep the information for legal reasons or to complete services you've requested.

Opt Out of Marketing

You can unsubscribe from marketing emails at any time using the link in our messages or by contacting us directly. You'll still receive essential service-related communications.

Withdraw Consent

If we're processing your data based on consent, you can withdraw it anytime. This won't affect any processing we've already done with your permission.

Cookies and Tracking

Our website uses cookies – small text files stored on your device that help us understand how people use our site.

Types of Cookies We Use

• Essential cookies: Required for the website to function properly
• Analytics cookies: Help us understand visitor behavior and improve our site
• Preference cookies: Remember your settings and choices

Most browsers let you control cookies through their settings. Keep in mind that blocking certain cookies might affect how our website works for you.

International Data Transfers

We primarily store and process data within Australia. However, some of our service providers operate internationally. When information leaves Australia, we ensure appropriate safeguards are in place consistent with Australian Privacy Principles.

Countries our data may be transferred to include the United States and members of the European Union, where our cloud service providers operate data centers. These providers maintain security standards comparable to Australian requirements.

Children's Privacy

Our services are designed for business owners and professionals. We don't knowingly collect information from individuals under 18. If you're a parent or guardian and believe your child has provided us with personal information, please contact us so we can delete it.

Changes to This Policy

We review and update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you by email or through a prominent notice on our website.

The date at the top of this policy shows when it was last updated. We encourage you to review it occasionally to stay informed about how we protect your information.

Complaints and Disputes

If you're concerned about how we've handled your personal information, please contact us first. We take complaints seriously and will investigate promptly.

Our complaint process:

• Submit your complaint in writing to our privacy officer
• We'll acknowledge receipt within 7 days
• We'll investigate and respond within 30 days
• If you're not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC)