Privacy Policy
We are committed to providing quality services to you
our committment to you
Advance Business Advisors is committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information.
We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The National Privacy Principles govern the way in which we collect, use, disclose, store, secure and dispose of your Personal Information.
A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at www.aoic.gov.au
What is Personal Information and why do we collect it?
Personal Information is information or an opinion that identifies an individual.
This Personal Information is obtained in many ways including: correspondence, by telephone and facsimile, by email, via our website www.abadvisors.com.au, from your website, from other publicly available sources and from third parties. We don’t guarantee website links or policy of authorised third parties.
Types of Personal Information that may need to be collected about you include: Name, Date of Birth, Postal & Business Addresses, Tax File Number, Email Address, ABN, Telephone & Fax Numbers, ACN, Account & Business Records, Bank Account Details, Taxation Records, Financial Records, Business Associate Details, Family Details
We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing lists at any time by contacting us in writing.
When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.
Sensitive Information
Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual’s racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.
Sensitive information will be used by us only:
- For the primary purpose for which it was obtained
- For a secondary purpose that is directly related to the primary purpose
- With your consent; or where required or authorised by law.
Third Parties
Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.
Disclosure of Personal Information
Your Personal Information may be disclosed in a number of circumstances including the following:
- Where required or authorised by law.
- Third parties where you consent to the use or disclosure, such as;
- Government Departments;
- Australian Securities and Investment Commission;
- Australian Taxation Office;
- Australian Prudential & Regulation Authority;
- Centrelink;
- Building Services Authority;
- WorkCover;
- Your bank/financial company whom have requested that you provide certain personal details (eg tax returns and/or financial statements to support finance applications) only where you have provided specific consent to provide such details;
- Various organisations when this is necessary to process an order for a service requested by you (eg company incorporations, setting up a superannuation fund or unit or discretionary trust);
- Collection Agencies.
Security of Personal Information
Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorised access, modification or disclosure.
When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information. However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 7 years.
Access to your Personal Information
You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your Personal Information, please contact us in writing.
Advance Business Advisors
PO Box 1036
Tewantin 4565
In order to protect your Personal Information we may require identification from you before releasing the requested information.
Maintaining the Quality of your Personal Information
It is an important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.
Privacy Policy Complaints and Enquiries
If you have any queries or complaints about our Privacy Policy please contact us at:
Postal address
Advance Business Advisors
PO Box 1036
Tewantin 4565
Email address
admin@abadvisors.com.au