Privacy Policy

1. About this policy

FD Advisory Group Pty Ltd (FD, we, us or our) respects your privacy and is committed to handling personal information responsibly and transparently. This policy explains how we collect, hold, use and disclose personal information. We aim to manage personal information consistently with the Privacy Act 1988 (Cth) and the Australian Privacy Principles where they apply.

2. Personal information we may collect

Depending on how you interact with us, we may collect:

• Your name, email address, telephone number and other contact details.
• Your organisation, role and industry.
• Information contained in an enquiry, correspondence or discussion with us.
• Details about a potential project, engagement or business relationship.
• Records of meetings, proposals and services provided.
• Website usage and technical information such as IP address, browser, device type, referring page and security logs.
• Any other information you choose to provide.

Please do not submit sensitive, commercially confidential or security-critical information through the public enquiry form. If this information is necessary, contact us first so an appropriate method of communication can be agreed.

3. How we collect information

We may collect personal information:

• Directly from you through our website, email, telephone calls, meetings or correspondence.
• From your organisation or an authorised representative.
• Through referrals, professional networks and publicly available sources.
• Automatically through website hosting, security and analytics systems.

Where practical, we collect personal information directly from the person concerned.

4. Why we collect and use information

We may use personal information to:

• Assess and respond to enquiries.
• Determine whether FD is appropriately placed to assist with a project or decision.
• Conduct initial conflict, capability and engagement assessments.
• Prepare proposals and establish engagements.
• Provide advisory and related services.
• Communicate with clients, prospective clients, suppliers and professional contacts.
• Administer our business and maintain appropriate records.
• Improve the performance, security and usefulness of our website and systems.
• Meet legal, regulatory, insurance and professional obligations.
• Protect our lawful interests and those of our clients.

We do not sell personal information. We will only use personal information for marketing where permitted and appropriate. You may ask us to stop sending marketing communications at any time.

5. Disclosure of personal information

We may disclose personal information where reasonably necessary to:

• Website hosting, email, information technology, document-management, security and analytics providers.
• Professional advisers, insurers, auditors and other service providers supporting our business.
• Employees, associates, consultants or specialist delivery partners involved in assessing or delivering an engagement.
• Government agencies, regulators, courts or other parties where required or authorised by law.
• Other parties with your consent or where you would reasonably expect the disclosure.

We take reasonable steps to limit disclosure to information relevant to the purpose and to work with providers that maintain appropriate confidentiality and security arrangements.

6. Overseas processing and disclosure

Our website is hosted using Vercel. Vercel and its service providers may process or store information in the United States and other jurisdictions. Other technology, email or cloud-service providers used by FD may also process information outside Australia. Privacy protections in those jurisdictions may differ from Australian requirements. Where the Australian Privacy Principles apply, FD will take reasonable steps appropriate to the circumstances before disclosing personal information overseas.

7. Website analytics and cookies

Our website may use essential cookies and similar technologies required for security, performance and functionality. FD may also use basic or privacy-focused analytics to understand matters such as page visits, referral sources, device types and general website usage. We do not use website information for targeted advertising at launch.

You can control many cookies through your browser settings. Disabling essential cookies may affect website functionality.

8. Security

We take reasonable administrative, technical and organisational measures to protect personal information against misuse, interference, loss and unauthorised access, modification or disclosure. These measures may include access controls, secure hosting, encrypted transmission, restricted permissions, system monitoring and appropriate service-provider arrangements.

No internet transmission or storage system can be guaranteed to be completely secure. If you believe information provided to FD has been compromised, please contact us promptly.

9. Retention

We retain personal information only for as long as reasonably required for the purpose for which it was collected and to meet legal, professional, insurance and business-record obligations. When information is no longer required, we take reasonable steps to delete or de-identify it, subject to lawful retention requirements and normal backup processes.

10. Access and correction

You may request access to personal information FD holds about you or ask us to correct information that is inaccurate, incomplete or out of date. We may need to verify your identity before responding. In some circumstances, access may be limited or refused where permitted by law. If this occurs, we will explain the reason where appropriate.

11. Privacy enquiries and complaints

If you have a question or complaint about how FD has handled your personal information, please contact us using the details below. We will acknowledge the matter and aim to respond within a reasonable period. If the Privacy Act applies and you are not satisfied with our response, you may be able to contact the Office of the Australian Information Commissioner.

12. External websites

Our website may link to external websites. FD is not responsible for the privacy practices or content of those websites. You should review their privacy information separately.

13. Changes to this policy

We may update this policy when our practices, technology or legal obligations change. The current version will be published on our website with its latest revision date.

14. Contact FD

FD Advisory Group Pty Ltd
Perth, Western Australia

Om Dolasia
om@fdadvisorygroup.com
+61 413 283 469

Camila Fonseca Mazzo
camila@fdadvisorygroup.com
+61 431 895 438