Privacy Policy

Converse Advisory Group Pty Ltd (ABN 40 615 500 251) (“Converse Advisory”, “we”, “our”, or “us”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store, and disclose personal information in compliance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and other applicable privacy laws.

We provide professional services across business advisory, accounting, CFO services, coaching, mentoring, and strategic consulting. This policy applies to all personal information collected through our websites, platforms, events, and communications, including:

• www.converseadvisory.com
• www.converseelevate.com
• Related subdomains and online forms.

We collect personal information necessary to provide our services, operate efficiently, and maintain compliance with professional standards.

The types of personal information we may collect include:

A. Clients and Business Contacts

• Full name, address, phone number, and email address
• Business name, ABN, company or trust details
• Financial information (e.g. income, assets, liabilities, tax file numbers)
• Superannuation, shareholding, or investment details
• Employment and payroll information (for business clients)
• Identification documents (for AML/CTF compliance)
• Engagement correspondence, signed letters, and reports

B. Coaching and Mentoring Clients

• Contact information (name, email, phone)
• Session notes, reflections, and goals (where voluntarily provided)
• Demographic and lifestyle information relevant to coaching context
• Communication preferences

C. Website and Online Interactions

• IP address, browser type, device information
• Pages visited, time spent, and referral source
• Form submissions, downloads, or service enquiries
• Cookies, analytics data, and social media engagement metrics

We may collect this information directly from you (e.g. via forms, meetings, or calls), indirectly from authorised representatives, or through secure third-party systems (e.g. Xero, Microsoft Teams, Notion, or Stripe).

We use personal information for purposes directly related to our business activities, including:

1. Providing services: accounting, advisory, mentoring, and coaching
2. Client communication: responding to enquiries, scheduling meetings, sending updates, or delivering reports
3. Compliance and legal obligations: including record-keeping, anti-money laundering (AML/CTF), and professional standards
4. Payments and transactions: processing invoices and managing accounts
5. Marketing and engagement: sharing newsletters, updates, or invitations (only with consent)
6. Website improvement: analysing visitor behaviour to optimise our services and content
7. Recruitment and HR: managing applications and employee records
8. Security and risk management: detecting fraud, protecting systems, and maintaining integrity of our operations

We collect personal information through a variety of lawful and fair means, including:

• Website forms, surveys, and contact pages
• Email, phone, or video communication
• Onboarding and engagement documents
• Business networking events or referrals
• Analytics and tracking tools (Google Analytics, Meta Pixel, etc.)

We will always notify you (where practicable) when personal information is collected and explain why it is required.

We may disclose your information to trusted third parties who assist us in operating our business, including:

• Accountants, auditors, and tax agents
• Legal advisors and compliance officers
• Technology service providers (Microsoft 365, Xero, Notion, Canva, Mailchimp, Stripe, etc.)
• Data storage and IT support providers
• Regulatory or professional bodies (e.g. ATO, ASIC, TPB, CPA Australia, CA ANZ)
• External consultants, contractors, or subcontractors engaged by Converse Advisory

We take reasonable steps to ensure all third parties handle your personal information in compliance with the Australian Privacy Principles.

If your information is stored or accessed by providers located outside Australia (e.g. cloud storage in the U.S. or Europe), we will take reasonable measures to ensure equivalent privacy protection.

Your information is stored securely in both electronic and physical form.
We use industry-standard safeguards, including:

• Password-protected systems and two-factor authentication
• Secure cloud-based storage (Microsoft, Google, and Xero environments)
• Encrypted communication channels for data transfer
• Regular security audits and restricted access controls
• Staff confidentiality agreements and ongoing privacy training

If we no longer require your information, we will take reasonable steps to delete, destroy, or de-identify it in accordance with legal obligations.

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

Please email your request to dwritht@converseadvisory.com
We will respond within a reasonable time (usually within 30 days) and may require proof of identity.

If we cannot fulfil your request (for example, due to legal or professional obligations), we will provide written reasons.

Our website uses cookies and tracking technologies to enhance your browsing experience and gather usage data.

Cookies help us:

• Identify returning visitors
• Customise website content
• Analyse traffic and usage patterns

You can disable cookies through your browser settings, though this may affect functionality.
We may also use third-party analytics services (e.g. Google Analytics, Meta Pixel) that process data on our behalf. These services may transfer data outside Australia.

We may use your contact details to send updates, newsletters, or promotional material about our services if you have opted in or would reasonably expect to receive such communication.

You can opt out at any time by clicking “unsubscribe” in our emails or contacting us at dwright@converseadvisory.com

We will never sell or rent your personal information to third parties.

10. Notifiable Data Breaches (NDB) Scheme

We comply with the Notifiable Data Breaches Scheme under the Privacy Act 1988 (Cth).

If a data breach occurs that is likely to cause serious harm, we will:

1. Contain and assess the breach
2. Notify affected individuals and the Office of the Australian Information Commissioner (OAIC)
3. Take remedial steps to minimise harm

We comply with the Notifiable Data Breaches Scheme under the Privacy Act 1988 (Cth).

If a data breach occurs that is likely to cause serious harm, we will:

1. Contain and assess the breach
2. Notify affected individuals and the Office of the Australian Information Commissioner (OAIC)
3. Take remedial steps to minimise harm

We retain personal information for as long as necessary to fulfil the purposes for which it was collected or as required by law.
This may include retaining records for statutory or audit purposes in line with accounting and professional obligations

Our websites may contain links to third-party sites.
We are not responsible for the privacy practices or content of these sites.
We encourage you to review their privacy policies before providing any personal information.

If you have a concern or complaint about how your personal information has been handled, please contact us:

Privacy Officer
Converse Advisory Group Pty Ltd
14/9 Capital Place, Capital One, Birtinya QLD 4575
Email: dwright@converseadvisory.com
Phone: +61 433 112 265

We will acknowledge your complaint within 7 days and aim to resolve it within 30 days.

We may update this Privacy Policy periodically to reflect changes in legislation, technology, or our business practices.
The latest version will always be available on our website, and significant changes will be communicated directly to clients where appropriate.

By using our website, engaging our services, or providing your personal information, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.