Privacy Policy
1. Introduction
Waverley Advisory Pty Ltd (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information.
2. What Information We Collect
We may collect and hold personal and sensitive information including, but not limited to:
Full name, date of birth, and contact details (phone, email, address)
Tax File Number (TFN), ABN, ACN
Financial statements, income records, bank details
Superannuation and investment details
Employment, business, or estate information
Records of communication and advice provided
We only collect information necessary to provide our accounting, tax, and advisory services.
3. How We Collect Your Information
We collect personal information directly from you or your authorised representatives through:
In-person meetings or phone calls
Online forms or email correspondence
Government portals (e.g. ATO, ASIC)
Referrals from your legal, tax, or financial representatives
Third-party data providers or software integrations (e.g. Xero, MYOB)
4. Why We Collect and Use Your Information
We collect your information to:
Provide tailored accounting, tax, advisory, and financial planning services
Prepare and lodge tax returns, BAS, and financial reports
Meet our obligations as Registered Tax Agents with the ATO
Communicate with you and manage our client relationships
Maintain accurate internal records and comply with legal obligations
5. Disclosure of Personal Information
We may disclose your information to:
The Australian Taxation Office (ATO), ASIC, and other government bodies
Banks, auditors, or legal representatives (with your consent)
IT service providers, software platforms, or document storage partners
External consultants engaged for compliance or financial tasks
We will not sell or rent your personal information under any circumstances.
6. Overseas Disclosure
Your personal information is stored and processed within Australia. We do not disclose personal data to overseas recipients unless specifically agreed upon and in compliance with applicable legal safeguards.
7. Data Security and Retention
We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, and disclosure. This includes:
Secure cloud storage and encrypted platforms
Access controls and internal confidentiality agreements
Routine system monitoring
Personal data is retained for a minimum of seven (7) years, in accordance with ATO and legal recordkeeping requirements.
8. Access and Correction
You have the right to request access to your personal information and to request corrections where it is inaccurate or out of date. Requests can be made via the contact details below. We may require identity verification.
9. Complaints
If you have concerns about how we handle your personal information, please contact us:
Privacy Officer
Level 1, 214 Bay St, Brighton VIC 3186
Email: info@waverleyaccounting.com
Phone: 03 9021 1335
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
10. Policy Updates
This policy may be updated from time to time to reflect legal or operational changes. The latest version will always be available on our website.
Last updated: 7 September 2026
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