Privacy Policy
Privacy Policy
Last updated: 01/06/2025
Insite Advisors (“we”, “our”, “us”) is committed to protecting your privacy and ensuring that your personal information is handled in a safe, responsible, and transparent manner. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.
- Information We Collect
We may collect the following types of personal information:
- Contact information– name, email address, phone number, business details.
- Business information– financial documents, strategic plans, valuations, or other material you provide for consulting services.
- Payment information– billing details and transaction records (processed securely via third-party providers).
- Technical information– website usage data, IP address, browser type, and cookies for analytics and website optimisation.
We only collect information necessary to provide our services or to comply with legal obligations.
- How We Collect Information
- Directly from you when you contact us, submit enquiries, or engage our services.
- Through our website, digital downloads, and online forms.
- From third parties (e.g., accountants, lawyers, or advisors) where you have authorised them to share information with us.
- Automatically via cookies, analytics, and tracking technologies when you interact with our website or marketing campaigns.
- How We Use Your Information
We use personal information for purposes including:
- Delivering consulting services, reports, and digital products.
- Responding to enquiries and providing customer support.
- Processing payments and invoicing.
- Marketing, newsletters, and promotional offers (you can opt out anytime).
- Improving our services, website functionality, and user experience.
- Meeting legal, regulatory, or compliance obligations.
- Disclosure of Information
We may share your information with:
- Trusted third-party service providers(e.g., payment processors, cloud storage, email platforms).
- Professional advisers(e.g., lawyers, accountants) when reasonably required.
- Regulatory or legal authoritieswhere disclosure is required by law.
We will never sell or rent your personal information to third parties.
- Data Storage & Security
We take reasonable steps to safeguard personal information from misuse, loss, unauthorised access, modification, or disclosure.
- Information is stored securely in encrypted systems and protected databases.
- Access to sensitive information is restricted to authorised personnel only.
- Despite best efforts, no method of electronic transmission is completely secure.
- International Data Transfers
Some third-party providers we use may store or process data outside Australia. Where this occurs, we ensure reasonable steps are taken so that your information is handled consistently with the Australian Privacy Principles.
- Your Rights
You have the right to:
- Access the personal information we hold about you.
- Request correction of inaccurate or outdated information.
- Opt-out of marketing communications at any time.
- Make a privacy complaint if you believe your rights have been breached.
- Cookies & Online Tracking
We use cookies and analytics tools (such as Google Analytics) to:
- Monitor website performance and improve user experience.
- Deliver relevant advertising and retargeting campaigns.
- Track conversions from digital marketing.
You can disable cookies in your browser settings, though this may impact website functionality.
- Retention of Information
We retain personal information only as long as necessary to fulfil business or legal requirements. When no longer needed, information is securely deleted or de-identified.
- Changes to This Policy
We may update this Privacy Policy from time to time to reflect legal or operational changes. The updated version will always be available on our website with the “Last Updated” date shown.
- Contact Us
If you have any questions, requests, or concerns about this Privacy Policy, please contact us:
Insite Advisors
📍 Brisbane, Australia
📧 info@insiteadvisors.com.au
🌐 www.insiteadvisors.com.au