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Your privacy matters

Privacy Policy


1. Outline

We deal with personal information in accordance with the Privacy Act 1988 (Cth) and the Privacy Act 1993 (New Zealand) (each a Privacy Act). We also comply with the Spam Act 2003 (Cth) and the Unsolicited Electronic Communications Act 2007 (New Zealand) which impose restrictions on sending commercial electronic messages.

By using our website you acknowledge that we may collect, store, use and disclose your personal information in the matter set out in this Privacy Policy.

2. Privacy Guideline

The personal information that we may collect and hold about you includes your name, business and personal postal and street addresses, e-mail addresses, telephone numbers and any other contact information, place and date of birth, gender, employment details, practice details, information about audits performed on your business/practice, all information relating your business and personal financial affairs including statutory liability payments.

3. Confidential Information

We will not disclose or use any confidential information you may disclose to us in the course of our working for you, except where required in the course of our acting for you or as required by law.

The Institute of Chartered Accountants in Australia exercises a quality control program in respect of its members. In the absence of specific direction from you to the contrary, our files including the files relating to your assignment may be selected at random for external review by a nominee of the Institute of Chartered Accountants in Australia. The same strict confidentiality requirements apply to these external reviews as apply to our firm.

4. Disclosure of personal information

We will not use or disclose your personal information except in accordance with this Privacy Policy or a Privacy Act. We will typically:

  • Disclose personal information to third parties that include employers, law enforcement bodies, government and statutory bodies and regulators, including the Australian Securities and Investment Commission;

  • Disclose personal information to vendors, suppliers, business partners and other third parties associates in order to enable a particular product or service to be fulfilled including for the purpose of investigating or determining and/or for the purposes of disciplinary proceedings a complaint or organising mediation of a dispute;

  • Disclose the details of a mediation and/or dispute being facilitated by or on behalf of Advali Advisors, including all information related to the mediation or dispute, to each of the parties involved, the mediator and any other relevant parties;

  • Disclose personal information to government and statutory bodies and authorities where required or authorised by Australian or New Zealand law (including a Privacy Act) or a court/tribunal order;

5. Security of personal information

Advali Advisors holds the personal information it collects on electronic databases and in hard copy records. We take reasonable steps to protect the security of personal information against the loss, misuse, interference and/or unauthorised access, disclosure or alteration of information under our control. These security measures include:

  • Firewalls - to prevent the hacking of our database;

  • Clauses in employee agreements requiring confidentiality and training on the importance of the privacy legislation;

  • Appropriate security access to Advali Advisors premises, staff and systems;

  • The use of passwords for access to database information and the use of security levels within the database to ensure that staff only access the information required to perform their duties; and

  • Shredders for the disposal of written information.

We ensure that your confidential information is safe. Our online business is secured by G Suite's Cloud Identity as a Service (IDaaS) which includes core identity and endpoint management services. However, no transmission of information over the Internet can be guaranteed to be completely secure and we do not warrant the security of any information transmitted by or to us over the Internet.

7. Definitions

Client (and ‘you’) means the party or parties identified as such in the Engagement Agreement.

Advali Advisors (or ‘we’, ‘us’, ‘our’) means Advali Advisors Pty Ltd.

Services mean the accounting services provided by Advali Advisors to or on behalf of the Client as set out in the Engagement Agreement or any subsequent variation to the Engagement Agreement.