How Oceania ANZ handles personal information.

Who this policy applies to

This Privacy Policy explains how Oceania ANZ Chartered Accountant collects, holds, uses and discloses personal information when you use this website, make an enquiry, book an appointment or work with us for accounting, tax, bookkeeping, payroll, software, reporting or advisory services.

Information we collect

We may collect your name, phone number, email address, business name, suburb, service interest, appointment preferences, enquiry details, website attribution details and any information you choose to include in a form, email or phone conversation.

If you become a client, we may also collect information needed to provide professional accounting services, such as business records, bookkeeping information, payroll information, tax details, identity information, billing information and communication history.

How we collect information

We usually collect information directly from you when you complete a website form, call us, email us, book an appointment or provide documents for a service. We may also collect limited website usage information through analytics, advertising tags, cookies or similar technologies where they are active on the site.

Why we use information

We use personal information to respond to enquiries, arrange appointments, provide professional services, manage client records, meet legal and professional obligations, improve our website, measure marketing performance and communicate with you about relevant services.

When we disclose information

We may disclose information to service providers who help us operate the website, manage enquiries, store records, process communications, maintain accounting systems or deliver professional services. We may also disclose information to professional advisers, insurers, regulators, government agencies or other parties where required or authorised by law.

Overseas service providers

Some website, email, analytics, cloud storage, accounting software or workflow providers may store or process information outside Australia. Where this applies, we take reasonable steps to use reputable providers and protect personal information in line with applicable privacy obligations.

Security and retention

We take reasonable administrative, technical and physical steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. We keep information for as long as needed for the purpose it was collected, to meet professional or legal record-keeping obligations, or to resolve enquiries and disputes.

Access and correction

You can ask to access personal information we hold about you or request that it be corrected. We may need to verify your identity before responding. Contact us using the details below and we will respond within a reasonable time.

Complaints

If you have a privacy concern, please contact us first so we can review it and respond. If you are not satisfied with our response, you may be able to contact the Office of the Australian Information Commissioner for further information about privacy rights and complaints.

Contact

For privacy questions, access requests or correction requests, contact Oceania ANZ using the details below.