Last Updated: 24 October 2025

Jurisdiction: This Privacy Policy is governed by the laws of Australia, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Introduction

Welcome to https://www.wilsonadvisory.com.au (the “Site”), operated by Wilson Business Advisory Pty Ltd (trading as Wilson Tax & Accounting).

We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site or use our services.

This policy applies to:

•  Visitors – individuals who browse our Site without transacting business.

•  Authorised Customers – individuals or entities who register, transact, or use our professional services.

2. Definitions

•  Personally Identifiable Information (PII): Information that can identify, contact, or locate an individual (e.g., name, address, phone number, email, financial details).

•  Non‑Identifiable Information: Data collected anonymously or aggregated demographic information not linked to an individual.

3. Information We Collect

•  From all Visitors: basic profile information (e.g., browser type, preferences).

•  From Authorised Customers: name, email, phone number, address, social media profile information, and other details necessary to provide services.

4. How We Collect Information

•  Directly from you when you complete forms, register, or communicate with us.

•  Automatically via cookies and analytics tools.

•  From third‑party service providers (e.g., payment processors, banks, insurers) where required to deliver services.

5. Use of Information

We use PII to:

•  Provide and customise services.

•  Respond to inquiries and requests.

•  Send updates, compliance notices, or marketing (with opt‑out options).

•  Improve our Site and service offerings.

6. Sharing of Information

•  With service providers: only on a need‑to‑know basis and subject to confidentiality obligations.

•  With other Authorised Customers: only where relevant to evaluating potential transactions.

•  Aggregated data: may be shared with affiliates or vendors, but without identifying individuals.

•  Legal compliance: we may disclose PII if required by law, court order, or to protect safety.

7. Cookies

•  We use cookies to enhance user experience, track preferences, and maintain session security.

•  You may disable cookies in your browser, but some features may not function properly.

•  Our service providers may also use cookies when you access our Site.

8. Data Security

•  Access to PII is restricted to authorised employees with secure login credentials.

•  Sensitive data (e.g., credit card details) is protected by encryption protocols.

•  We conduct regular audits of our security systems.

•  While we take commercially reasonable measures, no system is 100% secure.

9. Data Retention & Deletion

•  We retain PII only as long as necessary for business, legal, or compliance purposes.

•  You may request deletion or deactivation of your PII by contacting us.

•  Due to backups, some residual data may remain, but it will be functionally deleted and not used.

10. Your Rights

Under applicable data protection laws, you have the right to:

•  Access your personal data.

•  Request correction or deletion.

•  Restrict or object to processing.

•  Request data portability.

•  Withdraw consent at any time.

•  Lodge a complaint with a supervisory authority.

11. Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect PII from children. If we become aware of such collection, we will delete the information immediately.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised “Last Updated” date. If changes materially affect your rights, we will notify you directly where possible.

13. External Links

Our Site may contain links to third‑party websites. We are not responsible for their privacy practices and encourage you to review their policies.

14. Contact Us

If you have any questions or requests regarding this Privacy Policy, please contact us:

EMAIL: info@wilsonadvisory.com.au