Privacy Policy

SCD Advisory values and respects the privacy of the people we deal with. We are committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) (Privacy Act) and other applicable privacy laws and regulations.

This Privacy Policy (Policy) describes how we collect, hold, use and disclose your personal information, and how we maintain the quality and security of your personal information.

What is personal information?

“Personal information” means any information or opinion, whether true or not, and whether recorded in a material form or not, about an identified individual or an individual who is reasonably identifiable. This includes information or an opinion that personally identifies you either directly (e.g., your name) or indirectly.

What personal information do we collect?

The personal information we collect about you depends on the nature of your dealings with us or what you choose to share with us.

The personal information we may collect about you includes:

• Name
• Mailing or street address
• Date of birth
• Email address
• Phone number
• Professional background and employment information
• Financial information (related to transaction services)
• Any other information you provide to us directly

We do not generally collect sensitive information unless it is necessary and you have provided your consent, or where we are otherwise required or permitted by law to do so.

How do we collect your personal information?

We collect your personal information directly from you when you:

• Interact with us over the phone
• Interact with us in person
• Interact with us via email or online forms
• Participate in surveys or feedback sessions
• Engage with us as a client or supplier
• Apply for a position with us

We may also collect your personal information from third parties or through publicly available sources, such as professional networks, your representatives, or public registers, where it is necessary to provide our services or conduct business.

How do we use your personal information?

We use personal information for the following purposes:

• Providing you with our advisory services
• Managing and administering client relationships
• Delivering personalised service offerings
• Conducting internal research and analysis
• Complying with legal obligations
• Marketing and promotional activities (where consent is provided)

Disclosure of personal information to third parties

We may disclose your personal information to third parties where it is necessary to provide our services, comply with legal obligations, or where you have consented to the disclosure. Such third parties may include:

• IT service providers
• Professional advisors, such as legal, tax, or accounting professionals
• Marketing and research service providers
• Government agencies, regulators, or courts (as required by law)

Transfer of personal information overseas

Some of the third-party service providers we disclose personal information to may be based in or have servers located outside of Australia.

When transferring personal information overseas, we take reasonable steps to ensure that appropriate data protection measures are in place.

How do we protect your personal information?

We take reasonable steps to ensure that your personal information is secure, including by:

• Implementing physical security measures at our premises
• Limiting access to personal information on a need-to-know basis
• Employing robust IT security measures, such as firewalls and encryption
• Regularly reviewing and updating our data protection practices

Online activity

Cookies : Our website may use cookies to enhance user experience and collect information about website usage. You can control your cookie preferences through your browser settings. Read more on cookies

Website analytics : We use website analytics tools to understand visitor traffic and improve our services. While the data collected is primarily anonymous, it may be linked to personal information in certain circumstances.

Direct marketing

With your consent, we may send you direct marketing communications about our services, events, or updates. You can opt out of these communications at any time by following the unsubscribe instructions provided.

Retention of personal information

We will only retain your personal information for as long as necessary to fulfil the purposes outlined in this Policy or as required by law.

How to access and correct your personal information

You may request access to or correction of the personal information we hold about you by contacting us using the details below. We will respond to such requests within 20 business days.

Links to third-party sites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies.

Inquiries and complaints

If you have any concerns or complaints about how we handle your personal information, please contact us using the details below. We will endeavour to resolve your complaint promptly.

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

How to contact us

Email: info@scdavisory.com
Phone: 0434 730 099
Mail: Attention: SCD Advisory Privacy Officer
Level 29, 85 Castlereagh Street, Sydney NSW 2000

For further information about privacy, you can visit the OAIC website at www.oaic.gov.au.