PRIVACY POLICY
Privacy Policy for Pro-Advisr Online
Effective Date: 1/7/2024
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1. Introduction
At Pro- Advisr Online we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with applicable privacy laws.
2. Information We Collect
We may collect the following types of information from clients and employees:
•Personal Information: Name, address, contact information (phone, email), date of birth, and identification numbers
•Financial Information: Bank account details, transaction histories, financial statements, income, and tax-related information.
•Business Information: Business registration numbers, tax information, and financial performance data (for business clients).
•Other Relevant Information: Any other personal information necessary to provide bookkeeping services.
3. How We Collect Information
We collect information in the following ways:
•Directly from clients, during consultations or via email, phone, or web forms.
•From third parties with client consent (e.g., banks, financial institutions, or accountants).
•Automatically through the use of our website (if applicable), including cookies or other tracking technologies.
4. Use of Information
We use the information collected to:
•Provide bookkeeping and accounting services.
•Prepare financial reports and statements.•Assist with tax preparation and filings.
•Communicate with clients regarding services, billing, and other updates.
•Comply with legal and regulatory requirements.
5. Disclosure of Information
We do not sell or rent your personal information to third parties. However, we may share information with trusted third parties in the following situations:
•With service providers who assist in providing bookkeeping or tax services (e.g., accounting software providers).
•With legal or regulatory authorities when required by law.
•With financial institutions when processing transactions on behalf of clients.
6. Data Security
We take reasonable steps to protect personal and financial information from unauthorized access, disclosure, or misuse. This includes implementing appropriate physical, electronic, and managerial safeguards.
7. Retention of Information
We retain personal information for as long as it is necessary to provide services and comply with legal, regulatory, and contractual obligations. Once no longer needed, we securely destroy or anonymize the information.
8. Your Rights
Clients have the right to:
•Access their personal information.
•Request corrections to any inaccurate or incomplete data.
•Withdraw consent for specific uses of information (where applicable).
•Request the deletion of their information, subject to legal or contractual obligations.
9. Changes to the Privacy Policy
We reserve the right to update this Privacy Policy at any time. Clients will be notified of significant changes through email or our website.
10. Contact Information
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us at:
Pro-Advisor Online
145 McCormack Street
Manunda QLD 4870
0418 770 872