Privacy Policy

Effective Date: 01/05/2025
Website: www.42advisory.com.au

Forty Two Advisory Pty Ltd trading as 42 Advisory (“42 Advisory”, “we”, “us”, or “our”) is committed to protecting your personal information and handling it in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

The personal information we collect depends on your relationship with us and the services we are providing. It may include:

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• Contact details – name, phone number, email, residential and postal address;

• Personal details - racial or ethnic origin(s), language(s) spoken, religious belief(s) and affiliation(s)date of birth, gender, occupation, place of birth, employment history, qualifications, financial records, tax information, bank details, income details, asset listings;

• Sensitive information – health or medical information, criminal history, insurance details, legal records (only when necessary and with your consent, unless permitted by law);

• Transactional data – credit card, payment or banking information;

• Other data – information included in documents or communications sent to us.

We may collect information:

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• Directly from you through meetings, forms, emails, phone calls, or our website;

• From your interaction with our emails or marketing materials;

• From third parties including accountants, legal or financial advisors, insurers, government agencies, and publicly available sources;

• Through cookies and analytics tools on our website.

We collect, hold, use, and disclose personal information to:

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• Provide our professional services (e.g. accounting, taxation, business advisory, CFO services);

• Carry out business functions (e.g. administration, compliance, backups, training, promotions);

• Communicate with you and respond to enquiries;

• Perform conflict checks, file maintenance, quality reviews, and feedback surveys;

• Meet legal, regulatory, or professional obligations.

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We may also use your information for marketing purposes where permitted or with your consent.

We may disclose your personal information to:

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• Government bodies (e.g. ATO, ASIC, SRO), financial institutions, and other regulatory authorities;

• Service providers such as IT vendors, data storage providers, and consultants;

• Other professional advisors (e.g. lawyers, financial planners) when assisting with your matter;

• Our contractors or related entities;

• Where legally required or permitted, including under court orders or statutory obligations.

We store personal information in both physical and electronic forms. Safeguards include:

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• Secure access-controlled premises;

• Password-protected systems with encryption and firewall protection;

• Access limited to authorised personnel only;

• Secure off-site data backup facilities;

• Regular staff training in privacy and security practices.

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We take all reasonable steps to protect against unauthorised access, misuse, loss or disclosure.

We retain your personal information for as long as required to provide services and comply with legal obligations (typically 7 years). When no longer needed, we securely destroy or de-identify the information.

You may request access to or correction of your personal information by contacting us (see section 12). We will respond within a reasonable time. If we refuse access or correction, we will provide written reasons.

We comply with the Notifiable Data Breaches Scheme under the Privacy Act. In the event of a data breach involving a risk of serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) in accordance with our internal data breach response procedures.

Our website may use cookies and tracking tools to improve functionality, personalise content, and collect aggregated statistics. You may disable cookies via your browser settings.

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Our site may include links to third-party websites. We are not responsible for the privacy practices of external sites. Please review their policies before submitting personal information.

We may use your contact information to send you updates, insights, or promotional material. You can opt out at any time by contacting us or using the unsubscribe feature in our communications.

While our business is based in Australia, we may use cloud-based services or third-party providers that store or process data overseas (e.g. in the US or EU). We take reasonable steps to ensure these providers comply with applicable privacy laws.

To request access, correction, or lodge a privacy-related complaint, please contact:

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Privacy Officer
Forty Two Advisory Pty Ltd
Email: privacy@42advisory.com.au
Phone: 
Address: 333 Collins Street

Melbourne VIC 3000

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We aim to respond to all queries and complaints promptly and in accordance with the APPs. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au.

While our business is based in Australia, we may use cloud-based services or third-party providers that store or process data overseas (e.g. in the US or EU). We take reasonable steps to ensure these providers comply with applicable privacy laws.