About this policy
Corepath Advisory respects your privacy and handles personal information with care. This policy explains the information we may collect through our website and business activities, why we use it and the choices available to you.
Information we collect
The information we collect depends on how you deal with us. It may include:
- your name, business name, role and contact details;
- the enquiry topic, message and other information you choose to provide;
- correspondence, meeting notes and information relevant to an advisory relationship; and
- basic technical information generated when you use the website, such as IP address, browser type and server logs.
How we collect and use it
We usually collect information directly from you when you submit the contact form, communicate with us or engage our services. We may also receive information from a person who refers you, a partner firm or a publicly available source where appropriate.
We use personal information to respond to enquiries, assess whether and how we can assist, deliver and administer advisory services, maintain business records, improve the website, protect our systems and meet legal or regulatory obligations.
When we disclose information
We do not sell personal information. We may disclose it to technology and professional service providers who support our operations, to advisers or partner firms where you have asked us to involve them, where you consent, or where disclosure is required or authorised by law.
Some technology providers may process or store information outside Australia. Where this occurs, we take reasonable steps appropriate to the circumstances and applicable privacy obligations.
Security and retention
We use reasonable administrative and technical safeguards designed to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. No online system is completely secure. We retain information only for as long as reasonably needed for the purpose for which it was collected, our business records and applicable legal requirements.
Access, correction and complaints
You may ask to access or correct personal information we hold about you, or raise a privacy concern, by contacting Corepath Advisory. We may need to verify your identity before responding.
We will consider and respond to privacy complaints within a reasonable time. If you are not satisfied with our response and the Privacy Act 1988 (Cth) applies, you may contact the Office of the Australian Information Commissioner.
Changes to this policy
We may update this policy when our practices, the website or relevant requirements change. The current version and its update date will be published on this page.