AS Advisory 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 NPPs 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 https://www.oaic.gov.au/.

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 includes names, addresses, email addresses, phone numbers.

This Personal Information is obtained in many ways including interviews, correspondence, by telephone, by email, via our website www.asadvisory.com.au, and from other publicly available sources, 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 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/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.

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.

How we learn how you found us

When you visit our website, we record where your visit came from – for example, a Google search, a link in an email, an online advertisement, or another website that referred you. We do this using standard web technologies: campaign tags on links (UTM parameters), advertising click identifiers, and your browser’s referrer information. This information is stored in your browser and, if you make an enquiry or book a call with us, it is saved alongside your enquiry.

We collect this so we know which of our marketing activities actually lead to enquiries, and so we can spend our time and money on the things that work. It is not used to build advertising profiles, and we do not sell or share it with data brokers.

The Systems we store your data in

We run our business on a small number of trusted software systems. Depending on how you interact with us, your information may be stored in:

• Pipedrive – our customer relationship management (CRM) system, where enquiries, contacts and client records are kept. Pipedrive stores our data onshore in Australia
• Make.com – automation that moves information between our systems
• MailerLite – email newsletters and marketing, where you have subscribed
• ClickSend – SMS messages, such as booking reminders
• WordPress – hosting of this website
• Microsoft 365 – email and documents

Some of these other providers store data on servers located overseas, including in the United States and the European Union. Where that is the case, we take reasonable steps to use providers that maintain recognised security and privacy standards.

If you would like specific details about where your information is held, contact us and we will tell you.

How long we keep your information

We keep enquiry and client records for as long as we have an ongoing relationship with you, and afterwards for as long as we reasonably need them for business and legal purposes, such as tax and accounting requirements. Marketing subscriptions are kept until you unsubscribe – every marketing email we send includes an unsubscribe link, and you can also ask us to remove you at any time.

If you would like us to correct or delete your information, email us at email@asadvisory.com.au and we will action it, subject to any records we are legally required to retain.

Disclosure of Personal Information

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

Third parties where you consent to the use or disclosure; and
Where required or authorised by law.

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.

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.

We 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.

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.

Policy Updates

This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries

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

AS Advisory

Level 22,114 William Street
Melbourne Vic 3000

Ph. 1300 591 543