Privacy Policy

We collect personal information that is reasonably necessary to provide our services and carry out our business functions. 

The purposes for which we collect personal information include:

• Providing professional advice and services
• Responding to enquiries and requests
• Managing client relationships
• Providing access to our website and online services
• Sending publications, updates, and information about our services
• Performing administrative functions, including billing and account management
• Complying with legal and regulatory obligation

The types of personal information we may collect include:

• Full name
• Date of birth
• Residential or business address
• Contact details (phone, email)
• Financial information (e.g. bank account details)
• Australian Business Numbers (ABN) or company details.

We generally collect personal information directly from you, including when you:

• Engage us to provide services
• Submit enquiries via our website
• Communicate with us by email, phone, or in person
• Enter into agreements or provide documentation

In some cases, we may collect information from third parties where permitted by law or with your consent.

We use and disclose personal information for the primary purpose for which it was collected, or for related purposes where permitted by law.

This may include disclosure to:

• Employees, contractors, and service providers
• Professional advisers (e.g. legal, financial)
• Regulatory bodies, where required by law
• IT and system providers (for data hosting and support)

We take reasonable steps to ensure third parties handle your personal information securely and in accordance with privacy laws.

In some circumstances, your personal information may be stored or processed by service providers located overseas.

Where this occurs, we take reasonable steps to ensure that these providers comply with Australian privacy standards or equivalent protections.

We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure.

These measures include:

• Secure IT systems and data storage
• Access controls and confidentiality obligations
• Staff training and awareness.

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate, outdated, or incomplete information.

Requests can be made using the contact us part of this website.

If you believe we have breached the Australian Privacy Principles, you may lodge a complaint with us.

We will:

• Acknowledge your complaint promptly
• Investigate and respond within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC)

We may update this Privacy Policy from time to time. The latest version will be published on our website.