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Privacy Policy

Introduction

At Crittenden Accounting Pty Ltd, we understand that the privacy of your information is important to you, and we respect the confidentiality of the information that you provide to us. Protecting your information is an important part of maintaining trust between us and our clients and by handling information in a secure manner we build strong business relationships.

 

This document provides information and details about how Crittenden Accounting Pty Ltd manages the personal information that we collect, hold, use and disclose about individuals.

 

We are bound by the Privacy Act 1988 (“Privacy Act”) and we manage and protect your personal information in accordance with the Australian Privacy Principles.

 

We may change this Privacy Policy by publishing changes to it on our website. Please check our website regularly to ensure that you are aware of any changes to this Privacy Policy. 

What information do we collect?

Personal information is information about you that is reasonably identifiable (i.e. name, email address, contact details). 

  • The information we may collect (and hold) about you includes: name, address, email address, date of birth, phone number(s);

  • tax file number;

  • information about dependents or family members;

  • bank account details or credit or debit card details;

  • accounting and financial information;

  • occupation, employment history and details;

  • financial needs and objectives;

  • assets and liabilities (current and future), income, expenses;

  • superannuation and insurance details;

  • risk profile details;

  • details of your interactions with us;

  • any other relevant information that you give to us for the purpose of providing you with our products or services.

 

Depending on the services we provide to you we may also collect sensitive information from you such as health information in connection with insurance application forms.
 

We collect personal information either directly from you or from other people such as:

  • related entities;

  • suppliers and service providers in connection with providing our products and services;

  • your advisers;

  • banks, financial institutions and other financial product providers;

  • your employer;

  • fund managers;

  • superannuation funds;

  • life insurance companies;

  • public sources.

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We collect information when you:

  • visit our website;

  • submit application forms with us;

  • participate in a phone call with us;

  • email or otherwise correspond with us.

Why we collect, hold, use and disclose personal information

We will only use your personal information for the purposes for which it was collected (primary purpose) or for a purpose related to the primary purpose, if you would reasonably expect us to use the information for that purpose, or otherwise with your consent. 

Our primary purposes for collecting, holding, using and sharing (disclosing) your personal information includes:

  • Providing advice, and services to you.

  • Provide professional services.

  • Managing and administering services.

  • Verifying your identity.

  • to monitor compliance with our terms and conditions;

  • for any purpose related to the above.

Sharing (disclosing) your information

We share your personal information with the following parties:

  • suppliers and service providers in connection with providing our products and services;

  • payment systems operators;

  • banks, lenders or other financial institutions;

  • Mortgage Insurers;

  • Mortgage intermediaries such as Aggregators and Valuers;

  • fund managers;

  • superannuation funds;

  • life insurance companies;

  • financial product issuers;

  • a purchaser of our business;

  • specific people authorised by you to receive information held by us;

  • government agencies, regulatory bodies and law enforcement agencies, or as required, authorised or permitted by law.

 

Information that we provide to other people will be handled in accordance with their privacy policy.

Using our website and cookies   

We collect personal information about you when you use and access our website. While we do not use browsing information to identify you personally, we may record certain information about your use of our website, such as which pages you visit, the time and date of you visit and the internet protocol address assigned to your computer. 

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We may also use 'cookies' or other similar tracking technologies on our website that help us track your website usage and remember your preferences. Cookies are small files that store information on your computer, TV, mobile phone or other device. They enable the entity that put the cookie on your device to recognise you across different websites, services, devices and/or browsing sessions. You can disable cookies through your internet browser but our websites may not work as intended for you if you do so.

Links

Our website may contain links to websites operated by other people. Those links are provided for convenience and may not remain current or be maintained. We are not responsible for the privacy practices of, or any content on, those linked websites, and have no control over or rights in any linked websites. The privacy policies that apply to those other websites may differ substantially from our Privacy Policy, so please read them before using those websites.

How we hold your information to keep it safe    

We hold your personal information in either electronic or hard copy form. We take reasonable steps to protect your information from misuse, interference and loss, as well as unauthorised access, modification or disclosure and we use a number of physical, administrative, personnel and technical measures to protect your personal information. 

For example we:

  • impose confidentiality requirements on our employees and train them about how to keep your information safe and secure;

  • have policies and procedures in relation to document storage security and security measures to govern access to systems;

  • implement firewalls and virus scanning tools to stop viruses and unauthorised access to our systems;

  • destroy and de-identify data when it is no longer required.

 

However, we cannot guarantee the security of your information. 

Rights to access your information or seek correction

You can access the personal information we hold about you by contacting us using the information below. Sometimes, we may not be able to provide you with access to all of your information and, where this is the case, we will tell you why. We may also need to verify your identity when you request your information.

If you think that any information we hold about you is inaccurate, please contact us and we will take reasonable steps to ensure that it is corrected.

Right to remain anonymous

You can choose not to provide us with personal information. However, if you do this, we may not be able to provide you with any products or services.

Complaints process

If you think we have breached the Privacy Act, or you wish to make a complaint about the way we have handled your personal information, you can contact us using the details set out below. Please include your name, email address and/or telephone number and clearly describe your complaint. We will acknowledge your complaint and respond to you regarding your complaint within a reasonable period of time. 

If you are not satisfied with how we have dealt with your complaint you can contact the Office of the Australian Information Commissioner. For more information, please visit the Australian Information Commissioner’s website.

Contacting the privacy officer

For further information about our Privacy Policy or privacy practices, to access or correct your information, or make a complaint, please contact us using the details set out below:

Privacy Officer
Mail: PO Box 275, WALLSEND NSW 2287
Email: admin@crittendenaccounting.com.au

Changes to this privacy policy

Crittenden Accounting reserves the right to make amendments to this Privacy Policy at any time.

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