Privacy Policy

We collect personal information that is necessary to provide our bookkeeping, advisory and CFO services. This may include your name, email address, phone number, business name, ABN, and financial information relevant to the services we provide.

We collect information directly from you when you contact us via our website enquiry form, by phone or email, or when you engage us to provide services.

We use your personal information to provide and improve our services, respond to your enquiries, send you relevant communications, comply with our legal and regulatory obligations, and manage our business relationship with you.

We will not use your personal information for any purpose other than those described in this policy without your consent, unless required or permitted by law.

We may disclose your personal information to third-party service providers who assist us in delivering our services (such as cloud software providers including Xero), professional advisers, and regulatory bodies where required by law.

We do not sell, rent or trade your personal information to third parties for marketing purposes.

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. We use secure systems and restrict access to personal information to authorised personnel only.

While we take all reasonable precautions, no data transmission over the internet can be guaranteed as completely secure. You provide information to us at your own risk.

Our website may use cookies and analytics tools to improve your browsing experience and understand how visitors use our site. You can disable cookies through your browser settings, however this may affect the functionality of our website.

You have the right to request access to the personal information we hold about you, and to request corrections if that information is inaccurate, incomplete or out of date. To make a request, please contact us using the details below.

If you believe we have breached the Australian Privacy Principles, you may lodge a complaint with us by contacting us directly. We will investigate your complaint 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) at www.oaic.gov.au.

We may update this Privacy Policy from time to time. The current version will always be available on our website. We encourage you to review this policy periodically.

For any privacy-related enquiries, please contact us at [email protected] or by calling 07 5663 8366.