Privacy Policy

Privacy & Data Governance Policy

Mizael Partners Pty Ltd
Effective Date: 1 July 2025

1. Our Commitment to Privacy and Governance

Mizael Partners Pty Ltd is committed to protecting the privacy, confidentiality, and integrity of all personal and business information entrusted to us.

As a technology-led accounting and advisory firm, we view data protection as a fundamental component of financial governance, risk management, and client trust.

We manage personal information in accordance with:

  • Privacy Act 1988 (Cth)
  • Australian Privacy Principles (APPs)
  • Professional and regulatory obligations

Our systems and processes are aligned with internationally recognised standards, including ISO 27001 (Information Security Management Systems), reinforcing a disciplined and enterprise-grade approach to data governance.

2. Scope of This Policy

This policy applies to all personal information collected through:

  • Client engagements and advisory services
  • Website interactions and digital platforms
  • LinkedIn Lead Generation Forms and marketing channels
  • Communications and professional interactions

3. Information We Collect

We collect information that is reasonably necessary to deliver our services and meet regulatory obligations.

Personal Information

  • Name
  • Email address
  • Phone number
  • Residential or business address
  • Date of birth
  • Identification documents (where required)

Financial and Business Information

    • Taxation records and TFN-related data
    • Financial statements and accounting data
    • Business ownership and structural information
    • Superannuation and SMSF data
    • Strategic and operational business information

Marketing and Engagement Data

  • Website and LinkedIn form submissions
  • Event registrations and enquiries
  • Newsletter and content subscriptions

Technical and Usage Data

  • IP address
  • Device and browser information
  • Website interaction data
  • Cookie and tracking information

4. How We Collect Information

4. How We Collect Information

We collect information through secure and structured channels, including:

  • Client onboarding and engagement processes
  • Advisory sessions, meetings, and communications
  • Website forms and diagnostic tools
  • LinkedIn Lead Ads and marketing platforms
  • Secure document exchange systems
  • Cookies, analytics, and tracking technologies

Where practical, we collect information directly from you.

5. Purpose of Collection and Use

We use personal and business information to:

  • Deliver accounting, audit, tax, SMSF, and advisory services
  • Design and implement financial architecture and governance frameworks
  • Respond to enquiries and maintain client relationships
  • Provide insights, thought leadership, and marketing communications
  • Verify identity and manage risk
  • Comply with legal, regulatory, and professional obligations
  • Improve systems, processes, and client experience

 We only use information for purposes that are lawful, relevant, and proportionate.

6. Marketing and Communications

We may use your contact details to provide:

  • Advisory insights and thought leadership
  • Service updates and relevant communications
  • Event invitations and strategic content

This may include communication via email, phone, or platforms such as LinkedIn.

You may opt out at any time via unsubscribe links or by contacting us directly.

We comply with the Spam Act 2003 (Cth).

7. Disclosure of Information

We may disclose information where necessary to:

  • Internal staff and authorised representatives
  • External advisors and specialists
  • Technology providers and cloud platforms
  • Marketing and analytics providers (including Google, Meta, and LinkedIn)
  • Regulatory authorities (e.g. ATO, ASIC)
  • Professional bodies (e.g. CA ANZ)

All third-party providers are assessed to ensure appropriate security, confidentiality, and compliance standards.

8. Cross-Border Data Disclosure

Some service providers may store or process data outside Australia.

Where this occurs, we take reasonable steps to ensure those providers maintain privacy and security standards comparable to Australian requirements.

9. Cookies and Digital Tracking

Our website and digital platforms use cookies and tracking technologies to:

  • Analyse user behaviour and engagement
  • Improve website functionality and performance
  • Support marketing and advertising effectiveness
  • Deliver a more relevant user experience

This may include tools such as:

  • Google Analytics
  • Meta Pixel
  • LinkedIn Insight Tag

You can manage cookies through your browser settings.

10. Information Security Framework

We maintain a structured and continuously monitored information security environment.

Key controls include:

  • Secure cloud-based infrastructure
  • Encryption and secure data transmission
  • Role-based access controls
  • Multi-factor authentication
  • Continuous monitoring and risk assessment
  • Staff training and confidentiality obligations
  • Documented policies aligned with ISO 27001

We take reasonable steps to protect information from misuse, interference, loss, unauthorised access, modification, or disclosure.

11. Data Retention

We retain information only for as long as necessary to:

  • Fulfil the purposes outlined in this policy
  • Comply with legal and regulatory obligations
  • Maintain appropriate financial and audit records

 Information is securely destroyed or de-identified when no longer required.

12. Your Rights

You have the right to:

  • Request access to personal information we hold
  • Request correction of inaccurate or incomplete data
  • Request deletion of personal information where appropriate
  • Withdraw consent for certain uses, including marketing

Requests can be made using the contact details below.

13. Complaints and Oversight

If you have concerns about how your information is handled, please contact us.

We will investigate promptly and respond in good faith.

If unresolved, you may contact:
Office of the Australian Information Commissioner (OAIC)
www.oaic.gov.au

14. Contact Details

Mizael Partners Pty Ltd
Suite 6, 12 Maroondah Highway
Ringwood VIC 3134
Australia

Email: [email protected]
Phone: 1300 444 004

15. Policy Updates

This policy is reviewed periodically to ensure alignment with:

  • Regulatory requirements
  • Technology and security developments
  • Industry best practices