Who we are
Locmans Advisors is committed to protecting the privacy of your personal information. This Privacy Policy outlines how Locmans Advisors (“we”, “us”, or “our”) handles your personal information in accordance with the Privacy Act 1988 (Cth) (“Privacy Act”) and the Australian Privacy Principles (“APPs”).
What Personal Information Do We Collect?
The personal information we collect depends on your relationship with us and the services we provide to you or your organisation. This may include:
- Name and contact details (e.g. phone number, email, residential and postal address)
- Employment details
- Financial information (e.g. bank account details, taxation records, payment history)
- Other personal or sensitive information required to deliver our services or as permitted by law
How We Collect Personal Information
We may collect personal information directly from you or through your interactions with us, including:
- Correspondence (email, phone, or in person)
- Forms completed on our website
- Marketing interactions (e.g. email engagement, event registrations)
- Third-party sources, including referrers (such as other accountants, law firms, real estate agents, financial planners, insurers and business consultants) and regulatory authorities
Why We Collect, Hold and Use Personal Information
We collect and use your personal information for various purposes, including:
- Providing our accounting, advisory, and related services
- Internal administrative, compliance, and reporting obligations
- Disclosing information to third parties where necessary, such as regulators, financial institutions, and business partners
- Complying with legal obligations
Where required, we will obtain your consent before using your personal information for additional purposes.
How We Hold and Store Personal Information
We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, including:
- Secure storage in restricted-access premises
- Electronic security measures, including encrypted databases and password protection
- Employee confidentiality agreements and data handling training
Destruction of Personal Information
We retain personal information for as long as required by law or business needs. When no longer required, we securely destroy or de-identify personal information.
Access to and Correction of Personal Information
You have the right to request access to and correction of your personal information. To do so, please contact us. We will respond within a reasonable timeframe and provide reasons if we cannot comply with your request.
Data Breach Management
We take data breaches seriously and comply with the Notifiable Data Breaches Scheme under the Privacy Act. In the event of a data breach, we will act in accordance with our policies and regulatory guidelines.
Cookies and Website Analytics
Our website uses cookies to enhance user experience and collect non-identifying information. You may adjust your browser settings to disable cookies.
Additionally, our website may contain links to third-party sites. We are not responsible for their privacy practices and encourage reviewing their privacy policies.
Direct Marketing
We may use your personal information for direct marketing. You may opt out at any time by following the unsubscribe instructions in our communications or by contacting us directly.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. The latest version will be available on our website, and continued use of our services implies acceptance of any changes.
Complaints and Contact Information
If you have concerns about how we handle your personal information, please contact us:
Locmans Advisors
advisor@locmansadvisors.com
(03) 8393 1450
We will respond to your complaint in accordance with the APPs and our internal policies.