Privacy Policy

Privacy Policy
Effective Date: 26th January 2026

CFO Advisory Hub Pty Ltd (ABN 84 691 528 382) (“CFO Advisory Hub”, “we”, “us” or “our”) respects your privacy and is committed to managing personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with our Services.

1. Who We Are & How to Contact Us
We are based in New South Wales, Australia.
For privacy-related enquiries or requests, please contact us using the Contact Us form on our website.

2. Scope of This Policy
This Privacy Policy applies to:

• Users of our website, digital platforms and social media pages

• Individuals who engage with our programs, products, and advisory services

• Anyone who submits enquiries, subscribes to content, or participates in events or promotions

This Policy does not apply to third-party websites linked from our site.

3. What Information We Collect
We may collect and hold the following types of personal information:

• Identity & Contact Information: name, address, email, phone, business name

• Transactional Data: purchases, payment history, invoices

• Browser & Device Data: IP address, geolocation, browser type, operating system, time zone, device ID, plugins

• Interaction Data: pages visited, time on site, URL clicks, login data

• Communication Data: messages, enquiries, survey responses

• Voluntarily submitted data via forms, email, or social media

• Event Data: participation in webinars, courses, promotions, giveaways

• Preference Data: marketing consents, subscription settings

We do not collect sensitive information unless voluntarily provided and legally permitted.

4. How We Collect Your Information
We collect personal information when you:

• Interact with our website, programs or digital content

• Make a purchase, complete a form, or contact us

• Participate in surveys, promotions, webinars, giveaways

• Use our services and platforms

• Communicate with us via email, CRM, or social media

• Submit data voluntarily for any purpose

Some information is collected automatically through cookies and tracking tools.

5. How We Use Your Information
We use your information to:

• Provide, deliver and manage our products, programs and advisory services

• Respond to enquiries and provide customer support

• Customise your experience and improve our Services

• Manage transactions, billing and invoicing

• Conduct analytics, improve functionality and performance

• Send service updates, newsletters or marketing (with consent)

• Comply with legal and regulatory obligations

6. Disclosure to Third Parties
We may share your personal information with:

• Payment processors: Stripe, PayPal, Xero (PCI-DSS compliant)

• CRM, communications and automation tools: Google Workspace, Zoom, OptimoCRM (HighLevel)

• Advertising and analytics platforms: Google Analytics, Facebook, Instagram

• Professional advisors, consultants, legal and compliance providers

• Government or regulatory bodies where legally required

We do not sell or rent personal information.

7. Bookkeeping & Tax Services
All bookkeeping and tax services are provided by our sister company, RH Accounting Services t/as Shoebox Books & Tax Rouse Hill, operated by our Director, Leanne Bartlett. If you use those services, your data is managed by that entity under its own privacy framework.

8. Analytics, Advertising & Profiling
We use tools such as Google Analytics and Facebook Insights to understand user engagement and improve marketing. This may involve:

• Display advertising and remarketing

• Behaviour-based targeting

• Analysing usage and combining it with previous interactions

9. Cookies and Tracking Technologies
Cookies and similar technologies are used to:

• Provide website functionality

• Analyse visitor behaviour

• Improve performance and marketing relevance

You can disable cookies in your browser settings. Some features may not function correctly if cookies are disabled.

10. Email Tracking & Web Beacons
We use tracking technologies, including email tracking and web beacons (e.g. via OptimoCRM), to monitor:

• Email opens, link clicks, and user interactions

• Device and location details

• Campaign performance for better service delivery

You can opt out of these emails at any time.

11. Marketing Communications
We may send you marketing materials and promotional content with your consent. You may manage your preferences or unsubscribe at any time using the email preferences link included in all our emails.

12. Automated Decision-Making and Profiling
We may analyse your interactions to personalise content and communications. We do not use fully automated decision-making that produces legal or significant effects without human input.

3. Access, Correction and Your Rights
You have the right to:

• Access your personal information

• Request corrections to inaccurate or outdated data

• Withdraw consent to marketing or data use

• Request deletion of your data (unless legal obligations apply)

We aim to respond to all valid requests within 30 days.

14. Data Retention
We retain personal information only for as long as needed for legal, operational, or business purposes. When no longer required, it is securely deleted or anonymised.

15. Overseas Disclosure
Some of our service providers are located overseas. Where data is transferred internationally, we ensure it is handled in accordance with Australian privacy laws.

16. Children and Age of Consent
Our Services are not intended for individuals under 18 years old. By using our website, you confirm that you are at least the age of majority in your state or territory of residence.

17. Security
We take reasonable steps to safeguard your data, including:

• Restricted access

• Password-protected systems

• Secure cloud storage

• PCI-DSS compliant payment processors

While we implement protective measures, no online system is fully secure.

18. Complaints
If you have concerns about how we handle your personal information, please contact us via our Contact Us form. If we are unable to resolve your complaint, you may refer it to the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

19. Updates to This Policy
We may update this Privacy Policy from time to time. The most recent version will be posted on our website, with the updated effective date clearly shown.

Governing Law: This Policy is governed by the laws of New South Wales, Australia.