Axia Advisory Privacy Policy

Last updated: 20 August 2025

1. Introduction

Axia Advisory Pty Ltd (“we”, “us”) is committed to protecting your privacy. This policy explains how we collect, use, share, and safeguard personal and business data provided by clients and users of our services.

2. Information We Collect

Identity & contact details: Name, business, email, postal address, phone number
Client Business Data: Operational and financial data collected in accordance with providing our services
Usage & technical data: IP address, browser metadata, logs and cookies (via website)

3. How We Collect Data

Directly from you via forms, reports, emails, or discussions
From third-party systems or tools, with your consent
Through automated means (cookies, analytics tools) when accessing our website

4. Why We Use Your Data

To provide advisory services we’ve agreed to deliver
To communicate with you about our services, updates, or invitations (only with your consent)
To meet legal or compliance obligations (e.g. record‑keeping under the Privacy Act 1988)

5. Legal Basis & Privacy Act Compliance

We handle all personal and sensitive data in accordance with the Privacy Act 1988 (Cth). Our legal grounds for processing include:

Contractual necessity (providing agreed services)
Your consent
Legal or regulatory obligation

6. Data Sharing & Disclosure

We do not sell your data. We may share with:

Third-party service providers (e.g. cloud host, analytic services), in order to perform our services
If aggregated for comparative performance analysis — only with your consent and where no individual business can be identified
Regulatory authorities, when legally required

7. Data Security

All data is stored securely using encrypted cloud platforms with MFA access
Access strictly limited to authorised personnel
No storage of raw data on personal or unmanaged devices

8. Data Retention

We keep your personal and business data only as long as necessary:

To provide the services agreed
For legal or regulatory requirements (typically up to 5 years)

9. Your Rights

Under applicable law, you may have:

Right to access your personal data
Right to correct inaccurate information
Right to erase or restrict processing
Right to object to certain processing or withdraw consent
Right to data portability
Contact us to exercise these rights.

10. Updates to This Policy

We may update this policy from time to time. Major changes will be communicated before they come into effect. Continued use after updates constitutes acceptance.

11. Contact

For questions or data requests, contact:
Luke Hodgkin, Director, Axia Advisory Pty Ltd
Email: lukehodgkin@axiaadvisory.com.au