Privacy Policy

Balanced Advisory Co Pty Ltd

Effective Date: 08 March 2026

 

1. Introduction

Balanced Advisory Co Pty Ltd respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What Personal Information We Collect

We may collect personal information including name, contact details, business information, financial information relevant to services, website usage data, and communication records.

3. How We Collect Information

Information may be collected via website contact forms, email, phone calls, service agreements, client onboarding processes, and cookies or analytics tools.

4. Why We Collect Information

We collect personal information to provide bookkeeping and advisory services, communicate with clients, comply with legal obligations, improve our Website, and manage business operations.

5. Disclosure of Information

We may disclose information to employees, contractors, professional advisers, software providers, regulators or authorities where required by law.

6. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access. Security measures include secure systems and restricted access.

7. Access and Correction

You may request access to personal information we hold about you and request corrections where necessary.

8. Cookies and Website Analytics

Our Website may use cookies and analytics tools to improve user experience and monitor performance.

9. Overseas Disclosure

Where cloud-based systems are used, personal information may be stored on servers located outside Australia.

10. Complaints

If you believe we have breached privacy obligations, please contact us. If unresolved, complaints may be directed to the Office of the Australian Information Commissioner (OAIC).

11. Contact Us

Balanced Advisory Co Pty Ltd
Suite 367, Waterman Eastland, C307, Level 3, Eastland Shopping Centre, 175 Maroondah Hwy, Ringwood VIC 3134

vanessa@balancedadvisoryco.com.au

1300 857 110