Privacy Policy

The personal information we collect

Through this website, we collect the personal information you choose to provide via our contact or enquiry form — typically your name, email address, telephone number, and any details you include in your message. Our web server may also automatically record standard technical information such as your IP address, browser type and the date and time of your visit, for security and to keep the site running properly.

In the course of providing our advisory and business broking services, we may also collect personal and commercial information about clients, vendors, prospective purchasers and their representatives. This may include contact details, financial and transaction information, and other information relevant to an engagement.

How we use your information

We use personal information to respond to your enquiries, to provide and administer our services, to communicate with you, to meet our professional, legal and regulatory obligations, and to maintain the security and integrity of our business. We do not sell your personal information.

Disclosure of your information

We may disclose personal information to our professional advisers (such as lawyers and accountants), to service providers who support our business (such as IT, email and document service providers), to parties involved in a transaction where relevant and appropriate, and to regulators or other parties where required or authorised by law. Where we engage service providers, we take reasonable steps to ensure they handle personal information consistently with this policy and applicable law.

Use of artificial intelligence (AI) tools

We use software tools, which may include artificial intelligence systems, to help us prepare documents, organise information, conduct analysis and run our business more efficiently. Where such tools process personal information, we take reasonable steps to ensure the information is handled securely and only for the purposes described in this policy. We do not use AI tools to make automated decisions that produce legal or similarly significant effects about you without human involvement. Some of these tools may be provided by third parties, and we take reasonable steps to ensure those providers maintain appropriate privacy and security standards.

Overseas disclosure

Some of our service providers, including certain technology and AI providers, may store or process information on servers located outside Australia. Where personal information is disclosed overseas, we take reasonable steps to ensure it is handled in accordance with the Australian Privacy Principles.

How we protect your information

We take reasonable steps to protect personal information from misuse, interference and loss, and from unauthorised access, modification or disclosure. No method of transmission over the internet is completely secure, and while we strive to protect your information we cannot guarantee its absolute security.

Retention

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, including to meet our professional, legal, accounting and regulatory obligations, after which we take reasonable steps to destroy or de-identify it.

Accessing and correcting your information

You may request access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date or incomplete. To make a request, please contact us using the details below. We will respond within a reasonable period and in accordance with the Privacy Act.

Complaints

If you have a concern or complaint about how we have handled your personal information, please contact us first using the details below so we can try to resolve it. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

Contact us

For any privacy enquiry, request or complaint, please contact:

Changes to this policy

We may update this policy from time to time. The current version will always be available on our website, with the "last updated" date shown above.