Privacy Policy

Privacy Policy – Hebron Advisory

Effective Date: 1st July 2022

Hebron Advisory (“we”, “us”, “our”) is committed to protecting your privacy and ensuring that your personal information is handled in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy outlines how we collect, use, disclose, and store your personal information, particularly in the context of providing accounting, bookkeeping, taxation and related financial services.

1. What is Personal Information?

Personal information means information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information is true or not, and whether recorded in a material form or not.

2. What Personal Information We Collect

In the course of providing our services, we may collect the following types of personal information:

Full name and contact details (e.g., address, phone number, email)
Date of birth
Tax File Number (TFN), ABN, ACN
Bank account details
Employment and payroll information
Financial records, including income and expenses
Superannuation details
Business information, including financial statements and compliance documents
Government-issued identification (e.g., driver’s licence, passport)
Information required to comply with Anti-Money Laundering (AML) laws and tax regulations

We may also collect sensitive information (e.g., health or criminal history data) only where necessary and with your consent or as required by law.

3. How We Collect Personal Information

We collect personal information in a variety of ways, including:

Directly from you (e.g., via email, phone, online forms, meetings)
Through your use of our website or client portals
From third parties such as the Australian Taxation Office (ATO), ASIC, banks, payroll providers, or your employer
From publicly available sources where relevant

We take reasonable steps to ensure you are aware when your information is collected
from third parties.

4. Why We Collect, Hold, Use and Disclose Personal Information

We collect and use your personal information to:

Provide accounting, bookkeeping, tax, and business advisory services
Prepare and lodge tax returns and other statutory documents
Communicate with you about your financial matters or our services
Comply with legal and regulatory obligations (e.g. ATO reporting)
Manage and administer our client relationships
Provide you with updates, newsletters, or marketing materials (with your consent)
Improve our services and customer experience

5. Disclosure of Personal Information

We may disclose your personal information to:

The ATO, ASIC, and other government agencies as required
Auditors, legal or financial advisers, and other professional consultants
Our employees, contractors, and service providers (e.g. IT and cloud storage providers)
Banks or financial institutions (with your authorisation)
Other third parties with your consent or as authorised or required by law

Some service providers may be located overseas. If personal information is disclosed to an overseas recipient, we will take reasonable steps to ensure that the recipient complies with Australian privacy laws.

6. Storage and Security of Personal Information

We store personal information in both electronic and physical formats and take reasonable steps to safeguard it against:

Loss or theft
Unauthorised access, use, or disclosure
Misuse or interference

Security measures include encryption, secure servers, password protection, access controls, and regular data backups.

We retain your information only for as long as required by law or for legitimate business purposes. When no longer needed, we securely destroy or de-identify the information.

7. Access to and Correction of Personal Information

You have the right to access the personal information we hold about you and request corrections if it is inaccurate, incomplete, or out of date.

To make a request, please contact us using the details below. We may need to verify your identity before providing access. We will respond within a reasonable time, typically within 30 days.

8. Marketing Communications

We may send you occasional marketing communications related to our services. You can opt out at any time by:

Clicking “unsubscribe” in our emails
Contacting us directly

We do not sell or rent your personal information to third parties for marketing purposes.

9. Website and Cookies

Our website may use cookies to enhance your user experience and collect anonymised usage data. You can control cookie settings through your browser preferences.

We may use tools such as Google Analytics to track website performance and improve usability.

10. How to Make a Complaint

If you believe we have breached the APPs or mishandled your personal information, you may lodge a complaint by contacting us using the details below. We take privacy complaints seriously and will respond within a reasonable timeframe.

If you are not satisfied with our response, you may refer the matter to the Office of the Australian Information Commissioner (OAIC):

Website: https://www.oaic.gov.au
Phone: 1300 363 992

11. Contact Us

For any privacy-related questions, requests, or complaints, please contact:

Hebron Advisory
Email: Ja*******@****on.au
Phone: 08 9300 9825
Address: 28/226 Beaufort St Perth 6000 WA

12. Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our operations, the law, or best practice.