Privacy Policy

Last updated June 2026

Information We Collect

We collect your name, email address, phone number, company name, and financial details when you contact us or book a consultation. We also collect anonymised analytics data via Google Analytics (Measurement ID G-8TWSC7PE1C) covering pages visited, time on site, and general location. Analytics data does not personally identify you.

How We Use Your Information

We use your information to respond to enquiries, deliver advisory services, send communications you have opted into, and improve this website. We do not sell, rent, or share your personal information with third parties.

Third-Party Service Providers

We use trusted third-party platforms and software tools — including AI-powered assistants, customer relationship management systems, and email and outreach automation platforms — to help us manage client communications, data processing, and service delivery. Some of these providers are based overseas, which means your information may be processed or stored outside Australia. We take reasonable steps to ensure any third-party provider we use handles your information securely and in a manner consistent with the Australian Privacy Principles.

Cookies

This website uses Google Analytics cookies to understand how visitors use the site. By continuing to browse you consent to cookie use. You can disable cookies in your browser settings at any time.

Data Security

All client financial data is stored in encrypted cloud-based systems with access restricted to authorised personnel only. We take all reasonable steps to protect your information from misuse, loss, and unauthorised access.

Your Rights

You have the right to access, correct, or request deletion of your personal information. Contact us at hello@thecfo.com.au to exercise these rights.

Contact

hello@thecfo.com.au | 0421 177 766 | thecfo.com.au

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