Dr Green Advisory Privacy Policy

Our Privacy Policy cites the handling of personal information practices of Dr. Green advisory Pty Ltd ABN 56 017 587 287

We acknowledge the importance of privacy and we are devoted to protecting the privacy of your personal information. We are bound by the Australian Privacy Principles within the Commonwealth Privacy Act 1988.

Providing Dr Green advisory with your personal details, you consent to us maintaining it in accordance with this Privacy Policy. Providing us with any personal information about another individual or entities then we rely upon you to inform that individual of the details contained in this Privacy Policy.

Changes may occur within this Privacy Policy from time to time. All changes will be published on our website.

Use of personal information and the purpose of collection.

Collecting, maintaining, using, and disclosing personal information is for purposes relating to tax, accounting, and business activities. For instance, we may use, maintain, and collect your personal information for the following reasons:

  • Providing our services and products;
  • Notifications for our business programs and events;
  • managing our relationship with you;
  • performing our services such as accounting, Tax compliance and activities; and
  • complying with our legal or regulatory obligations.

We collect different types of personal information

The collection and holding of your personal information about you depends on the type of services and products, we are providing to you.

  • Subscribing to our news or our products and services as well as other information.

Collecting personal information from a third party or publicly available source for the purpose of carrying our services.

Direct marketing

Your personal information may be used to send you notifications such as our events, other product, and service we provide or updates for your associated entities industry.

If you wish, not to receive our marketing communication, you may contact us as mentioned at the end of this Privacy Policy. With regards to our direct marketing communication we send you, you have the option ‘opt-out’ or unsubscribe from receiving any marketing communication.

Disclosure of personal information

Disclosing your personal information to third parties would be for carrying out our services in Tax, accounting, financial, and activities including administering your legal, taxation accounting matters, and providing you with our products or services. Personal information may be disclosed to the personnel’s including:

  • Authorized personnel associated with providing you with the services and products we provide.
  • Professional advisers including accountants, auditors, lawyers, and financial planners;
  • Contractors who assist us to process client work.
  • insurance companies.
  • Finance institutions, for the purpose of obtaining finance for where you have requested us to do so.
  • organizations offering products and services you wish to invest in or obtain; and
  • Government or regulatory bodies in connection with carrying out our accounting and activities.

The collection personal information and hold about you includes:

  • name, address, and contact details, including email addresses;
  • Your date of birth and previous names
  • Personal marital status, gender, and partner details
  • Business goals, needs, objectives, and circumstances;
  • details of your dependents and beneficiaries;
  • Details about your occupation.
  • Your corporate structure details which may be used by you to own and/or operate your business and its identity details);
  • Your Tax File Number, Australian Business Number and Entities ASIC number (where you have provided those to us);
  • Details of your assets and your associated entities assets
  • details of your health insurance provider (and relevant membership numbers);
  • legal documents to which you are a party (including your will); and
  • Documents that verify your identity (as we are required to collect by the Commonwealth Anti-Money Laundering and Counter-Terrorism Financing Act 2006).

Collection of sensitive information about you is not required unless required by applicable law or rules, or you have consented to it. What we classify as sensitive  information, would include:

  • Health issues
  • Ethnicity, race
  • political or religious beliefs;
  • sexual preferences;
  • criminal convictions;

We collect health information with your consent where it is relevant for some types of income insurance.

Process of collection of personal information

The process of collecting personal information directly from you in person or when you communicate with us by telephone, email, letter, forms, or other means. For example, we may collect your personal information directly from you when:

  • Providing our services and products;
  • Notifications for our business programs and events;
  • Providing feedback for the services or products we provide

We inform you that we use cloud storage and accounting programs such as Quickbooks, MYOB, and Xero to store and process your accounting affairs and personal information. For further information, please contact us.

Quality of personal information

We want to ensure that the personal information that you provide is accurate, true, and current. We request that you advise us as soon as possible. If you believe that any of the information that we have about you is not accurate or up to date or needs to be changed and we will ensure to make corrections for your information.

The Security of Personal information

Our committed to keeping your personal information safe and secure. Reasonable methods will be used to protect your personal information that we hold to prevent unauthorized access and from being misused or lost, modified, and its disclosure. There are many ways in which we store your personal information, this includes hard copies and electronic format. The measures we take to protect the security of your personal information include electronic and physical security measures, such as:

If there is information we have collected that is not required, this will be deleted from our forms of storage.

Our website

As a result of accessing our website, information may be collected about you such as your IP address or domain name.

‘Cookies’ are used on our website. Cookies are added on your computer when you first visit the site and are used on some parts of our website. Many browsers recognize a cookie and offer to permit you to refuse or accept it. If you are not sure whether your browser has this capability, you should check with the software and Internet service provider. We utilize cookies to analyze statistical data such as the date and time that you have accessed our website. The cookies collected are not and are not able to obtain personal information.

Dr Green Advisory market by advertising online. Third parties, including Google, show our ads on sites across the internet. Google also uses cookies to advertise our serve ads based on your previous visits to our website. Visitors can opt-out of Google’s use of cookies by visiting the Ads Preference Manager or visitors can opt-out of a third-party vendor’s use of cookies by visiting the Network Advertising Initiative opt-out page.

Our website contains hyperlinks or links to other websites. We are not responsible for these links websites, with regards to their privacy practices and procedures. We do not control or influence these third party websites do not accept any responsibility for their operations or conduct. You should examine or review the third party website before disclosing any information.

Personal Information

The Australian Privacy Principles, you have the right to access your personal information that we hold about you, except what is mentioned below. To access your personal information, please contact the office via email at info@doctorgreen.com.au.

We reserve and have the right to invoice you for fees for requests for access to your personal information.

For Our Privacy Contact us

If you would like to contact us about our privacy, please  contact our Privacy Officer in writing by emailing info@doctorgreen.com.au

If you make a complaint, we will respond and communicate with whether we agree with your complaint and for any reason we do not agree, this will be explained.  If we do agree, we will advise our course of action.