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Our Policies

Privacy Policy

Our Privacy Policy

We respect and protect the privacy of our clients and customers. This Privacy Policy outlines how we collect, use, store, and share your personal information.

  • The information maintained on our website is subject to deletion and/or amendment at our discretion.

  • We do not provide any warranties or guarantees regarding the accuracy or validity of third-party information contained on our website.

  • Under no circumstances shall we be liable for any direct, incidental, or consequential damages, lost profits, lost advertising, or any indirect damages resulting from the use of our services.

  • All links and references to outside organisations are considered independent of our organization.

  • All editorial content and graphics, unless publicly purchasable, are protected by copyright and cannot be copied without our permission.

  • We shall not be liable to any parties for delays, inaccuracies, errors, or omissions regarding the use of our services, including editing, writing, distribution, and recommendations.

  • We reserve the right to refuse the right to write, edit, or distribute any material that may be defamatory, misleading, racist, or discriminatory, including links.

  • Should you engage our services, you agree to indemnify us against any loss or liability arising out of any breach of copyright or intellectual property in the material we edit, write, or distribute or any defamatory or misleading statements or material contained therein.

  • Only stakeholders such as sponsors, and presenters are allowed to link their sites to our website.

  • Requests to link member and third-party sites to us must be made in writing and approved by us.

Information We Collect

We may collect the following types of personal information from our clients and customers:

  • Contact Information: Name, Addresses, Email addresses, Phone numbers.

  • Financial Information: Bank account numbers, Credit card numbers, Income, Any other financial information you might provide us with

  • Other Information: Date of birth, Social Security Number, Government-issued Identification Numbers, Passport Numbers.

How We Collect this


We collect your information from a variety of sources:

  • Contact forms on our website

  • From you providing us information to requests from us

  • Contact forms on LinkedIn, Facebook or Google Advertisements. 


How We Use Your Information and Your Consent

By providing information to us, you consent that we may use your personal information to:

  • Provide services to you.

  • Communicate with you about your account or services.

  • Comply with legal and regulatory requirements.

  • Improve our services and operations.

  • Let you know about services we offer.

  • Prevent fraud and unauthorized access.

  • We will never sell your personal information to third parties.

How We Store Your Information


We take reasonable measures to protect your personal information from unauthorized access, theft, or loss. We use industry-standard security protocols and procedures to ensure the confidentiality, integrity, and availability of your information.  Access to your information is restricted to authorised members of our team.  We store your information on third party cloud software (such as Microsoft Office 365) that are large and have a well-supported client network.   Ours being an international firm,  both with international clients and staff, therefore data will be accessed from locations outside Australia.


We retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.

Your Rights and Choices


You have the following rights and choices regarding your personal information:

  • Access and Correction: You can request to access or correct your personal information at any time by contacting us at

    • Opt-Out: You can opt-out of receiving marketing communications from us by contacting us.

    • Deletion: You can request to delete your personal information at any time by contacting us. However, we may retain certain information for legal and regulatory purposes.

  • Updates to this Privacy Policy: We may update this Privacy Policy from time to time. We will notify you of any material changes to this Privacy Policy by posting a notice on our website.  We may contact you directly in some cases. Our latest policy is always available on our website.

Contact Us


If you have any questions or concerns about this Privacy Policy, please contact us at

Effective Date: 14/03/2023

Our Data Protection Policy

Policy Brief & Purpose

​Our Company Data Protection Policy refers to our commitment to treat information of employees, customers, stakeholders and other interested parties with the utmost care and confidentiality.

With this policy, we ensure that we gather, store and handle data fairly, transparently and with respect towards individual rights.




​This policy refers to all parties (employees, job candidates, customers, suppliers etc.) who provide any amount of information to us.


​Who is covered under the Data Protection Policy?


Employees of our company and its subsidiaries must follow this policy. Contractors, consultants, partners and any other external entity are also covered. Generally, our policy refers to anyone we collaborate with or acts on our behalf and may need occasional access to data.


Policy elements


As part of our operations, we need to obtain and process information. This information includes any offline or online data that makes a person identifiable such as names, addresses, usernames and passwords, digital footprints, photographs, social security numbers, financial data etc.

Our company collects this information in a transparent way and only with the full cooperation and knowledge of interested parties. Once this information is available to us, the following rules apply.


Our data will be:

  • Accurate and kept up to date.

  • Collected fairly and for lawful purposes only.

  • Processed by the company within its legal and moral boundaries.

  • Protected against any unauthorized or illegal access by internal or external parties.

  • Always stored on well recognised CRM systems or products created by reputed companies.


Our data will not be:

  • Communicated informally.

  • Stored for more than a specified amount of time

  • Distributed to any party other than the ones agreed upon by the data's owner (exempting legitimate requests from law enforcement authorities)

In addition to ways of handling the data the company has direct obligations towards people to whom the data belongs.


Specifically, we must:

  • Let people know which of their data is collected.

  • Inform people about how we'll process their data.

  • Inform people about who has access to their information.

  • Have provisions in cases of lost, corrupted or compromised data.

  • Allow people to request that we modify, erase, reduce or correct data contained in our databases.



To exercise data protection, we're committed to:

  • Restrict and monitor access to sensitive data.

  • Develop transparent data collection procedures.

  • Train employees in online privacy and security measures

  • Build secure networks to protect online data from cyberattacks

  • Establish clear procedures for reporting privacy breaches or data misuse.

  • Include contract clauses or communicate statements on how we handle data.

  • Establish data protection practices (document shredding, secure locks, data encryption, frequent backups, access authorization etc.)


Our data protection provisions will appear on our website.


Disciplinary Consequences

All principles described in this policy must be strictly followed. A breach of data protection guidelines will invoke disciplinary and possibly legal action.




This policy template is meant to provide general guidelines and should be used as a reference. It may not consider all relevant local, state or federal laws and is not a legal document. Neither the author nor Global CFO Solutions will assume any legal liability that may arise from the use of this policy.

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