We understand that your privacy is incredibly important. We are committed to protecting your personal information and handling it responsibly, always aiming to make you feel at home and secure in our care. As members of CPA Australia and CA ANZ, we are bound by professional standards, which are outlined in APES 110 “Code of Ethics for Professional Accountants”. Our fundamental principles are Integrity, Objectivity, Confidentiality, Professional Competence and Due Care (acting in our client’s best interest), and Professional Behaviour.
Who we are
Andrew Jago CPA is our principal adviser, and Shaun Reeves CA is our occasional consulting adviser.
What information do we collect?
We collect personal details that identify you, such as your name, contact information (phone, email, address), and sometimes specific business or financial details like company names and related entities. This information helps us understand your needs and provide you with tailored advice and services. If you share information about your clients or others, we trust that you have their permission to do so. We may also collect basic technical information when you visit our website, like your browser type, to help us improve your online experience.
How do we get your information?
We gather this information directly from you when you interact with us – whether it’s through our website, in person, over the phone, via email, or when you fill out forms for our services. You may add us as a user to your business or other software. We might also gather information at events or from other sources, always ensuring it’s treated with the same high level of care.
How do we use your information?
Your information allows us to provide you with the services you’ve engaged us for, keep you updated, and let you know about other opportunities that might be relevant to your business goals. It also helps us refine our services and understand how we can better support you and your aspirations. We might contact you through various channels, including phone, email, social media, or even mail.
How do we keep your information safe?
We take the security of your personal information very seriously. We use a combination of physical, electronic, and management safeguards to protect it from being misused, lost, or accessed without permission. Access to electronic documents is via secure PC and mobile device passwords with MFA, while online is via secure passwords with MFA. We regularly review our security practices to ensure your information is secure, though no system can guarantee absolute safety. We typically keep your information for a minimum of 7 years, and when it’s no longer needed, we securely destroy or remove your identifying details.
When might we share your information?
We only share your personal information when it’s necessary to deliver our services to you or when required by law. This might include sharing details with our team members, professional advisers, or specific service providers (like those handling our technology or data storage). Sometimes, these providers might be located overseas, but we always take steps to ensure they uphold similar privacy standards. If our business changes hands, your information might be transferred to the new owner, always under strict confidentiality.
Your rights and choices:
You have the right to know what personal information we hold about you and to ask for it to be corrected if it’s inaccurate or out of date. If you’d like to access your information or make changes, just get in touch with us. You can also ask us to delete your personal information, unless we’re legally required to keep it. Remember to keep your online login details secure, as this helps protect your privacy too.
Data and complaints:
Our website may use small files called “cookies” to remember your preferences and improve your browsing experience. You can adjust your browser settings to manage cookies, but doing so might affect some website features. Our site also includes links to other websites not owned or controlled by us. These links are provided for your convenience and any relationship we have with them is arm’s length. Any commercial arrangements with these companies are referral only, and financial inducements are prohibited. Please remember that we are not responsible for the privacy practices of these external websites, so we strongly encourage you to read their privacy statements when you visit them.
If you have any concerns or complaints about how we’ve handled your privacy, please don’t hesitate to contact us via our “Contact Us” page. We take all complaints seriously and will respond promptly to address your concerns.