Privacy Policy

Lewis Finlay Accountants Pty Limited (“Lewis Finlay”, “we”, “our” or “us”) respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

This Privacy Policy explains how we collect, use, disclose and store personal information through our website and in the course of providing accounting, taxation, advisory and related professional services.

Who We Are

Lewis Finlay Accountants Pty Limited (ABN: 21 627 265 507)
Website: www.lewisfinlay.com.au
Phone: +61 2 9048 9170

Suite 68, Level 1
93 George Street
Parramatta NSW 2150

What Information We Collect

We may collect personal information including:

Name, business name and contact details
Email address and telephone number
Information submitted through our website contact forms
Information provided during consultations, meetings, interviews and correspondence
Financial, taxation, tax file number, identification and business information required to provide professional services
Identity verification documentation where required for legal or regulatory compliance
Website usage data including IP address, browser type, device information and pages visited

We may also collect sensitive information where reasonably necessary to provide services or comply with legal obligations.

How We Collect Information

We collect information in a variety of ways, including when you:

Submit an enquiry through our website
Contact us by phone or email
Engage us to provide professional services
Provide documents or information during onboarding or ongoing engagements
Participate in meetings, interviews or consultations
Interact with our website

Sensitive or confidential client documentation is generally exchanged through secure methods communicated separately from our public website.

Why We Collect Information

We collect and use personal information for purposes including:

Responding to enquiries
Providing accounting, taxation, bookkeeping and advisory services
Verifying identity and complying with legal obligations
Managing client relationships
Maintaining business records
Improving our website and services
Protecting our business systems and preventing fraud or misuse

We do not currently send marketing or promotional email communications.

AML/CTF Identity Verification

To comply with applicable anti-money laundering and counter-terrorism financing obligations and professional obligations, we may collect and verify identity information and supporting documentation.

Identity verification processes may be conducted using third-party service providers, including RatifyID.

Cookies and Website Analytics

Our website uses cookies and similar technologies to improve user experience and analyse website traffic.

We use Google Analytics to help us understand how visitors use our website. Google Analytics may collect information such as browser type, pages visited, time spent on pages and general geographic location information.

You can manage or disable cookies through your browser settings, however some website functionality may be affected.

Disclosure of Personal Information

We may disclose personal information to trusted third parties where reasonably necessary for business, legal or professional purposes, including:

Cloud storage and technology providers
Identity verification providers
IT support providers
Professional advisers
Government, regulatory or law enforcement authorities where required by law

We do not sell personal information to third parties.

Overseas Disclosure

Some third-party providers we use, including website hosting, analytics, cloud storage and software providers, may store or process information outside Australia.

While we take reasonable steps to work with reputable providers, overseas recipients may not always be subject to privacy obligations equivalent to those under Australian law.

Storage and Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Information may be stored electronically using systems including Microsoft SharePoint, Microsoft 365 and Dropbox Business.

Access to personal information is limited to personnel and service providers who require access to perform their duties.

While we implement reasonable safeguards, no method of electronic transmission or storage is completely secure and we cannot guarantee absolute security.

Retention of Information

We retain personal information for as long as reasonably necessary to provide services and comply with legal, taxation, regulatory and professional obligations.

When information is no longer required, we take reasonable steps to securely destroy or de-identify it where appropriate.

Access and Correction

You may request access to personal information we hold about you and request corrections where necessary.

Requests should be made using the contact details below. We may require verification of identity before providing access.

Complaints

If you have a complaint about how we handle personal information, please contact us in writing using the details below.

We will investigate the complaint and respond within a reasonable timeframe.

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

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements, technology or business practices.

The latest version will always be available on our website.

Lewis Finlay Accountants Pty Limited
Suite 68, Level 1
93 George Street
Parramatta NSW 2150
Australia

Phone: +61 2 9048 9170

Email: hello@lewisfinlay.com.au
Website: www.lewisfinlay.com.au