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Privacy Policy

1. Overview


Advacta is committed to providing quality services to you and this policy outlines our ongoing obligations in respect of how we manage your Personal Information. We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (the Privacy Act). The APPs 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


2. What is Personal Information and Why Do We Collect It?


Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect include: names, addresses, email addresses, phone and facsimile numbers. In the course of rendering our business advisory services, we may collect additional personal information such as financial details, employment details, tax file number, tax records, date of birth, bank details etc. When you browse our website, we may log your IP address, geographical location, date and time of visit, browser etc.


This Personal Information is obtained in many ways including interviews, correspondence by letters, telephone, facsimile, email, via our website, from your website, from media and publications, from other publicly available sources, from cookies etc. and from third parties. We don’t guarantee website links or policy of authorised third parties.


We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients and for marketing. 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 or marketing 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.


3. 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.


4. 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.


5. Disclosure of Personal Information


Your Personal Information may be disclosed in a number of circumstances including the following:

  • To affiliates, contractors, agents, service providers and / or third parties for the purpose of providing services to you or to obtain assistance in providing such services to you;

  • To ASIC, ATO, stock exchanges, background check providers, regulators, banks / financial institutions, insurance providers, fund managers and other financial intermediaries as a part of providing services to you;

  • To compliance consultants to ensure that our representatives are meeting our compliance standards;

  • To mailing houses;

  • To your professional advisers, including your solicitor or accountant as authorised by you;

  • To information technology service providers to manage our IT systems;

  • To third party suppliers, software providers and service providers, marketing and email automation software providers and feedback/survey software providers;

  • To a potential purchaser/organisation involved in the proposed sale of our business for the purpose of due diligence;

  • To a new owner of our business that will require the transfer of your personal information;

  • To any other businesses we work with where we have collected your information for the purpose of providing services to that other business;

  • To other third parties where you consent to the use or disclosure; and

  • Where required or authorised by law.


In addition, we are required, under the Code of Professional Conduct of CPA Australia to make certain information available for inspection by them on request to ensure ongoing compliance with mandatory professional standards.


6. Cross Border Disclosure           


Some of the Personal Information we collect may be disclosed to our contractors, agents and / or service providers located outside of Australia for the purpose of and in the course of providing our services or for storage purposes or both.


In such circumstances, we take necessary steps to ensure that any overseas third-party service providers we engage do not breach the Australian Privacy Principles. You consent to your information being disclosed to a destination outside Australia for this purpose.


7. Security of Personal Information


Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized 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.


8. 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. Advacta will not charge any fee for your access request, but may charge an administrative fee for providing a copy of your Personal Information. In order to protect your Personal Information we may require identification from you before releasing the requested information.


9. Maintaining the Accuracy of Your Personal Information


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.


10. Privacy Policy Complaints and Enquiries


If you have any queries or complaints about our Privacy Policy, please contact us at


11. Policy Updates


This Policy may be updated from time to time, and the most recent policy will be available on our website.

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