Privacy Policy
1. Overview
This Privacy Policy applies to all personal information collected by AdviseEdge Partners (ABN: 34 684 476 189) via our website (www.adviseedgepartners.com.au), digital products, subscription services, email correspondence, integrations with client systems, and consulting engagements. In this policy, “we,” “us,” or “our” refers to AdviseEdge Partners.
We are committed to protecting your privacy and handling your personal information in a responsible and transparent manner. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) in Australia, and we adhere to the Personal Data Protection Act 2012 (PDPA) of Singapore where applicable. These laws regulate how we collect, use, disclose, store, and manage your personal information.
What Information We Collect
We may collect the following types of personal information from clients, users, or subscribers:
- Contact Details: Name, email address, phone number, and mailing or billing address.
- Business Details: Business name, ABN (Australian Business Number) or other business registration number, industry type, number of employees, and relevant risk areas (e.g., compliance or financial risk areas).
- Payment Information: Billing address and payment method (such as credit card or bank transfer). For credit card payments, we use trusted third-party payment processors and do not store your card details directly.
- Usage Data: Information about how you use our website or services – for example, pages visited, time spent on the site, documents downloaded, and forms submitted.
- Account Details: Username, password, and subscription preferences (if you create an account or subscribe to our services).
- Professional Information: Your job title, role, and any regulatory or compliance requirements applicable to your business that you share with us.
- System Integration Data: Financial, payroll, and accounting data obtained via direct integration with your business systems, including but not limited to employee compensation, rosters, financial ledgers, payroll journals, and BAS statements.
- Other Information: Any other details you voluntarily provide to us (for example, information you give in surveys, during discovery calls, or through email correspondence).
- Sensitive Information: We do not typically collect sensitive personal information (e.g., health or biometric data, government-issued identification numbers, racial or ethnic origin, or religious beliefs). If such information is required for a specific service or to meet a legal obligation, we will obtain your explicit consent and explain the purpose for its collection and use.
Legal Basis for Processing
We collect and process your personal information under the following lawful bases:
- With your consent, for activities such as subscribing to our marketing emails or newsletters.
- Where it is necessary for the performance of a contract, such as delivering our advisory or accounting services.
- Where required for compliance with legal obligations, such as financial or tax reporting.
- Where we have a legitimate interest in operating and improving our services, so long as those interests are not overridden by your rights and interests.
How We Collect Information
We may collect your personal information in the following ways:
- When you engage us for advisory services or any of our mentioned or advertised accounting services such as bookkeeping, payroll advisory, and fractional CFO services.
- When you connect your business systems (e.g., accounting, payroll, or HR platforms) to our service.
- When you subscribe to our newsletter or other content services.
- When you complete contact forms or enquiry forms on our site.
- When you communicate with us via email, phone, or live chat.
- When you engage with our social media channels or respond to our online advertisements.
- When you interact with us at events, workshops, or webinars.
We may also collect personal information from third-party sources (for example, payment processors or customer relationship management platforms) when it is appropriate and lawful to do so.
Automated Decision-Making
We do not engage in automated decision-making or profiling practices that could affect your legal rights or have significant impact on you.
Why We Collect Personal Information
We collect, hold, and use your personal information for purposes including:
- To deliver our advisory, bookkeeping, and payroll services.
- To facilitate integration with your payroll and accounting software.
- To communicate with you about your account, purchases, bookings, or enquiries.
- To deliver newsletters, updates, and financial insights that you have subscribed to.
- To personalize and improve your experience on our website and services.
- To ensure we comply with our legal and regulatory obligations in the jurisdictions in which we operate (e.g., accounting standards, privacy laws).
- To maintain internal records and perform data analytics to improve our business and services.
- To develop new products, services, or resources based on market trends and user feedback.
- To send you marketing or promotional communications about our services (only if you have consented, and you may opt out at any time).
Data Retention
We retain personal information only for as long as is necessary for the purposes set out in this policy or as required by applicable laws. Specifically:
- Financial and transaction data is retained for a minimum of 7 years to comply with accounting and taxation obligations.
- Marketing and communications data is retained for up to 2 years of inactivity, after which it is securely deleted or anonymised.
- System integration and operational records are retained for as long as the client relationship remains active, or as otherwise required under a legal contract.
Once information is no longer needed, we securely delete or anonymise it in line with industry best practices.
Subprocessors and Third-Party Service Providers
We use reputable third-party subprocessors to help deliver our services. These include but are not limited to:
- Stripe – Payment processing
- Amazon Web Services (AWS) – Secure cloud hosting
- Google Workspace / Analytics – Email, collaboration, and web analytics
- HubSpot – CRM and marketing automation
- Mailchimp – Email communication and campaign delivery
All third-party providers are contractually bound to maintain the confidentiality and security of your data and are prohibited from using it for unrelated purposes.
Disclosure of Personal Information
We may disclose (share) your personal information with the following, but only when necessary for business or legal reasons:
- Our employees, advisors, consultants, and contractors, on a need-to-know basis, to deliver our services or perform internal business functions.
- Payment processors (e.g., Stripe or similar services) for managing transactions and payments.
- Website and data hosting service providers who help us store or manage our data (for example, cloud storage providers).
- Professional service providers such as auditors, legal counsel, or accountants who assist us in our business operations or compliance obligations.
- Regulatory authorities or law enforcement agencies, but only when required by law or when necessary to protect our rights or the rights and safety of others.
We do not disclose your personal information to data brokers, unrelated advertisers, or any parties not directly involved in delivering our services to you. We will never sell, rent, or trade your personal information to third parties for marketing purposes.
Overseas Disclosure
In order to operate effectively, we may use third-party cloud platforms and services that store data on servers located in countries outside of Australia (and, where applicable, outside of Singapore). For example, we might use providers like Google (for analytics and email), Amazon Web Services (for cloud hosting), Mailchimp (for email newsletters), or HubSpot (for customer relationship management). These services may store or process personal data on servers in the United States, the European Union, or other jurisdictions.
When we transfer or store data in other countries, we take steps to ensure your information remains protected. These third-party platforms are required to comply with privacy frameworks that offer protections comparable to the privacy laws of Australia and Singapore (for example, adherence to the EU–U.S. Data Privacy Framework or the use of standard contractual clauses for data protection). By using our services, you consent to this transfer and storage of your personal information overseas in accordance with this Privacy Policy.
Data Storage and Security
We take reasonable steps to protect your personal information from misuse, loss, unauthorized access, modification, or disclosure. Our security measures include:
- Secure, encrypted connections to our website (HTTPS) to protect data in transit.
- Password-protected internal systems and restricted access, so only authorized personnel can access personal data.
- Administrative safeguards such as limiting access to personal data strictly on a need-to-know basis for our staff and contractors.
- Regular data backups and routine software security updates to protect against data loss or vulnerabilities.
- Implementation of a comprehensive Data Breach Response Plan in accordance with the Australian Notifiable Data Breaches scheme (under the Privacy Act 1988 (Cth)) and Singapore’s PDPA requirements. This plan includes prompt notification procedures for affected individuals and relevant regulators (such as the Office of the Australian Information Commissioner (OAIC) in Australia or the Personal Data Protection Commission (PDPC) in Singapore) if a qualifying data breach occurs. We are committed to notifying relevant parties within 72 hours of identifying a notifiable breach.
Please note that while we strive to protect your information with these measures, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security of your data. You share information with us at your own risk, and we encourage you to take precautions as well (such as keeping your account credentials secure).
Access and Correction of Your Personal Information
You have the right to request access to the personal information we hold about you, and to request corrections if you believe any of that information is inaccurate, out-of-date, or incomplete.
- Access Requests: You may contact us at any time to ask what personal data we hold about you, and we will provide you with access, subject to any legal exceptions.
- Correction Requests: If you find that the information we have is incorrect or needs updating, you can ask us to correct it and we will do so if we are satisfied that the correction is reasonable and necessary.
Requests for access or correction should be sent to info@adviseedgepartners.com.au. We will respond to your request within a reasonable period and in accordance with applicable law (the Australian Privacy Act and, where relevant, Singapore’s PDPA).
Marketing and Communication Preferences
If you have subscribed to receive updates or marketing communications from us, we may send you emails with news about our services, financial insights, or other relevant information. You have control over how you hear from us:
- Opting Out: If you no longer wish to receive marketing emails or newsletters, you can unsubscribe at any time by clicking the “unsubscribe” link provided in those emails. You can also contact us directly to request removal from our mailing list.
- Consent: We will not send you unsolicited marketing communications. You will only receive marketing messages from us if you have given your consent (for example, by subscribing on our website or requesting information from us). If you opt out of marketing communications, we may still contact you for non-marketing reasons (such as information about your account, transactions, or legal updates to this policy).
Cookies and Website Tracking
Our website uses cookies and similar tracking technologies to enhance your experience and gather data about how users interact with our site. This helps us improve our services and marketing. The types of cookies we may use include:
- Session Cookies: Temporary cookies that are essential for site functionality and ease of navigation. These are deleted after you close your browser.
- Analytics Cookies: These cookies (for example, from Google Analytics) collect information about how visitors use our site, which pages are visited, and any errors encountered. This data helps us understand performance and improve our website.
- Marketing/Advertising Cookies: Cookies that track your browsing habits and engagement with our content or ads, which help us measure the effectiveness of our marketing campaigns and may be used to tailor advertisements shown to you.
You can control or disable cookies through your web browser settings. Note that if you choose to disable cookies entirely, some features of our website may not function as intended (for instance, interactive features or remembering your preferences).
Third-Party Links
Our website may contain links to websites or services operated by third parties (for example, partner services, reference articles, or social media platforms). Please be aware that we are not responsible for the content or privacy practices of those external sites. This Privacy Policy applies only to personal information collected by AdviseEdge Partners. If you click on a link to a third-party website, we encourage you to review that site’s own privacy policy before providing any personal information, as their practices may differ from ours.
Changes to This Policy
We may update or revise this Privacy Policy from time to time to reflect changes in our business operations, services, legal obligations, or technology. When we make changes, we will update the “Effective Date” at the top of the policy.
The latest version of the policy will always be available on our website. We encourage you to review the Privacy Policy periodically to stay informed about how we are protecting your information. By continuing to use our services or website after any changes to this Privacy Policy are posted, you acknowledge and agree to the updated terms.
Contact Us
If you have any questions, concerns, or complaints regarding your privacy or this Privacy Policy, please contact us. We take all privacy-related enquiries seriously and will respond within a reasonable timeframe.
AdviseEdge Partners
Email: info@adviseedgepartners.com.au
Website: www.adviseedgepartners.com.au
ABN: 34 684 476 189