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 managing our Business Referral Portal.
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.
In the course of providing our services and operating our Portal, 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
Government-issued identification (e.g., driver’s licence, passport)
Information required to comply with Anti-Money Laundering (AML) laws and tax regulations
Business profiles for our referral directory (including logos, public contact info, and social links)
Lead information submitted through our referral portal (names and contact details of referred third parties)
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.
We collect personal information in a variety of ways, including:
We take reasonable steps to ensure you are aware when your information is collected
from third parties.
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
Operate, secure, and manage our B2B Business Referral Portal
Facilitate introductions and route referral data between verified network members
Calculate and display member ranking scores based on portal activity
Send essential transactional and system emails (such as account approvals and new referral alerts)
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
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 verified members of our Business Referral Portal (limited to your public directory profile and specific lead data routed to/from you)
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.
We store personal information in both electronic and physical formats and take reasonable steps to safeguard it against:
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.
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.
We may send you occasional marketing communications related to our services. You can opt out of marketing communications at any time by:
We do not sell or rent your personal information to third parties for marketing purposes.
Please note: You cannot opt out of essential transactional system emails (e.g., “New Referral Received” alerts, account approval notices, or security updates) as these are necessary for the core functionality of the Business Referral Portal while your account remains active.
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.
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):
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
We may update this Privacy Policy from time to time to reflect changes in our operations, the law, or best practice.
