CFB Consulting Pty Ltd T/A Calculated Consulting
CFB Consulting Pty Ltd (ACN 619 047 344) T/A Calculated Consulting (“Calculated Consulting” “us”, “we”, “our”), complies with the Privacy Act 1988 (Cth) (“Privacy Act”) and the Australian Privacy Principles in the Privacy Act when handling personal information.
Personal information includes information about an individual that is reasonably identifiable. For example, this may include your name, age, gender, postcode and contact details. It may also include financial information, including your credit card information.
As an accounting practice that provides accounting, bookkeeping, and other associated services (“Services”), we collect personal information for the purposes of delivering and providing our products and services. We may collect information in the course of providing our Services in person, verbally and/or in writing from time-to-time or through our Website located at http://www.calculatedconsulting.com.au (“Website”).
We collect Personal Information:
- from our clients – when they contact us to engage our services, during face to face, phone and email interviews or conversations, when information is provided via email, complete documentation or otherwise in the course of providing our Services at any other time from time-to-time;
- when we receive enquiries through the Website and when the Website is otherwise accessed or used;
- when we receive enquiries via email;
- about clients from third parties – for example, banks, insurance or superannuation companies, where required to provide services to you.
The kind of Personal Information we may collect will depend on who you are (e.g. a client or third party service provider) and the nature of your interaction with us. Our ability to provide you with the services require is dependent on us being able to collect personal information about you, which may include:
- details of your current and past financial circumstances, including income, expenditure, insurance, superannuation, assets and liabilities;
- details of your financial needs and aims;
- details of your employment situation and history;
- access to online portals including the Australian Taxation Office, banking institutions and other cloud based applications; and
- login and password information used to access online services and cloud based applications.
If you do not provide us with all the information we request, we may not be able to deliver our Services.
You have a right to refuse to authorise us to collect personal information about you from third parties, including banks, and insurance or superannuation companies.
We may use information collected to provide our Services, send you our newsletter, communicate with third parties including tax agents, banks, insurance and superannuation companies, or if needed to enforce our client agreement with you. If you are a third-party service provider, we will use your Personal Information to email you to accept your offer to provide Services, correspond with you in relation to the provision of Services and to pay your invoices.
In all cases, unless you have opted out, you consent to us using your Personal Information direct marketing purposes by us alone in order to tell you about our Services. We may contact you by mail, telephone, email or SMS to market our products and Services. We will always give you the opportunity to opt out of receiving any future direct marketing correspondence.
Disclosure and sharing
We are required by the Institute of Chartered Accountants Australia and New Zealand to make certain information available on request, to ensure our continued compliance with the Institute’s mandatory professional standards.
Data security, protection and quality
At all times, we will seek to protect the information we collect and hold from misuse, loss and interference and from unauthorised access and modification, and to make sure it is accurate, complete and up-to-date when we collect, use or disclose it.
We have procedures of monitoring the security and safety of data as well as procedures in place for dealing with any data breaches, and the associated requirements of notifying you and appropriate authorities where that data security of your information is breached.
We utilise third party software systems as part of our service delivery to you. Your Personal Information will generally be held in your client file, and on our secure server and/or cloud based applications. At all times we take all reasonable measures to protect it.
Our security measures include:
- all computer based information is protected through the use of passwords on each computer;
- remote access to our secure server is limited strictly through a secure Virtual Private Network (VPN) which is only accessible by employees using company devices;
- client login and password information to cloud applications is protected through the use of Practice Protect software and the use of multi-factor authentication (where available);data on our server is automatically backed up daily;
- use of anti-virus software to protect data from unauthorised access, viruses and malware;
- clauses in our employment contracts requiring strict confidentiality;
- a comprehensive Employee IT and Cyber Usage Policy through staff training;
- secure shredders are used to destroy any written confidential information;
- a comprehensive Data Breach Response Plan; and maintenance of Cyber Liability Insurance.
To assist us, please ensure you provide us with your correct details, and let us know if you believe the information we have about you is inaccurate, incomplete, out of date or misleading (and we will take reasonable steps to correct the information). We may take steps to destroy or permanently de-identify information when it is no longer needed for any purpose for which it may be used or disclosed.
Your right to erasure
The right to erasure (which encompasses the ‘right to be forgotten’) gives you a right to require us to delete your Personal Information in certain circumstances, and/or to return it to you including, but not limited to where your information is no longer necessary for the purpose for which it was collected, or where you withdraw your consent and there is no other legal ground for processing your data. If you wish to have your information erased and/or returned to you please notify us at firstname.lastname@example.org.
You can modify your browser to prevent cookie use – but if you do this our service (and our Website) may not work properly. The information stored in the cookie is used to identify you. This enables us to operate an efficient service and to track the patterns of behaviour of visitors to our Website.
Access, correction and complaints
You can request, and we will provide you with access to, and a copy of any information we hold about you (subject to any applicable legal exceptions). Please also let us know if you have any concerns or complaints about the way we are handling your information so we can address them. Requests should be submitted by email to email@example.com.
Where our records are found to be inaccurate, or if you wish to modify the information we hold about you, we will promptly make these changes on the basis of the further information you provide.
Transfer in certain circumstances
For further information on your privacy rights go to: www.privacy.gov.au.
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