Privacy Policy

CFO Sight Privacy Policy

Effective Date: 1/9/2025

Last Updated: 1/9/2025

1. Introduction

CFOSight (“CFOSight”, “we”, “our”, “us”) is committed to protecting the privacy of your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, engage our services, or otherwise interact with us.

By using our website or services, you agree to the terms of this Privacy Policy.

2. What Personal Information We Collect

The type of personal information we collect depends on how you interact with us. It may include:

• Name, contact details (email, phone, address)
• Business and company details
• Financial and operational information (where necessary to provide CFO advisory services)
• Information you provide when completing forms, subscribing to newsletters, or requesting a consultation
• Any communications or correspondence with us
• Website usage information such as IP address, browser type, and pages accessed (via cookies – see Section 8)

We do not generally collect sensitive information (such as health or biometric data) unless required and with your explicit consent.

3. How We Collect Your Personal Information

We collect information directly from you when you:

• Contact us through our website or email
• Engage CFO Sight to provide services
• Subscribe to our newsletters or marketing materials
• Provide information via surveys, feedback forms, or meetings

We may also collect personal information indirectly from:

• Publicly available sources
• Business referrals or third parties you have authorised
• Our website analytics tools

4. Why We Collect and Use Your Personal Information

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

• Provide and improve our CFO advisory services
• Communicate with you regarding your enquiries, proposals, and services
• Manage billing and account administration
• Comply with our legal and regulatory obligations
• Send relevant business updates, thought leadership, and marketing materials (you may opt out at any time)
• Improve our website and user experience

5. Disclosure of Personal Information

We may disclose your personal information to:

• Service providers assisting us with operations (e.g., IT, website hosting, cloud storage, accounting systems)
• Legal, accounting, and professional advisors
• Regulatory or government authorities when required by law
• Any other party with your consent
• Some of these recipients may be located overseas (e.g., cloud storage providers). If this occurs, we will take reasonable steps to ensure they comply with the APPs.

6. Data Storage and Security

We store your personal information securely using industry-standard security measures. We take reasonable steps to:

• Protect your personal information from misuse, interference, loss, and unauthorised access
• Restrict access to authorised personnel only
• Regularly review our security practices
• However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

7. Accessing and Correcting Your Personal Information

You have the right to:

• Request access to personal information we hold about you
• Request corrections if you believe your information is inaccurate, incomplete, or out of date
• Requests can be made using the contact details in Section 10. We will respond within a reasonable timeframe in accordance with the APPs.

8. Website Analytics and Cookies

Our website may use cookies and analytics tools to:

• Monitor website traffic and usage patterns
• Improve website performance and content
• You can adjust your browser settings to refuse cookies; however, this may affect your website experience.

9. Marketing Communications

We may send you marketing communications about our services or industry updates that may be relevant to you. You may opt out of receiving these communications at any time by following the unsubscribe instructions or contacting us directly.

10. How to Contact Us

For any questions about this Privacy Policy, or to request access or corrections to your personal information, please contact:

CFOSight 

Email: mitchell.wu@cfosight.com.au

Phone: 0418 170 190

11. Complaints

If you have concerns about how we handle your personal information, please contact us using the details above. We take privacy complaints seriously and will respond promptly.

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

Website: https://www.oaic.gov.au

Phone: 1300 363 992

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements or our business practices. The latest version will always be available on our website.