Privacy Policy

Overview

This Privacy Policy explains how Parkview Advisory Pty Ltd ("Parkview Advisory", "we", "us", "our") collects, uses, and discloses personal information when you visit our website, contact us, or engage our advisory, accounting, bookkeeping, and CFO services.

We are an Australian business advisory firm focused on helping SME owners make clearer, more confident financial decisions. We handle information in line with the Australian Privacy Principles.

Information we collect

We collect information you provide directly, and information collected automatically when you use our website.

• Contact details such as name, email address, phone number, and business name.
• Inquiry details submitted through forms, including subject and message content.
• Scheduling details when you book a call or request a consultation.
• Business and financial information you choose to share during advisory conversations or onboarding.
• Technical information such as IP address, browser type, device identifiers, pages visited, and referring URLs.

How we use information

• Respond to enquiries and schedule discovery calls or meetings.
• Deliver advisory, bookkeeping, CFO, and tax-related services you request.
• Improve our website, content, and client experience.
• Send operational updates, insights, or marketing communications (you can opt out at any time).
• Comply with legal and regulatory obligations.

Sharing and disclosure

We do not sell your personal information. We may share it with trusted service providers who help us operate our business and website.

• Hosting and infrastructure providers.
• Analytics and tracking tools (for example, Google Tag Manager when enabled).
• Email, CRM, or scheduling tools used to manage communications and bookings.
• Professional advisers, contractors, or regulators where required by law.

Cookies and analytics

We use cookies and similar technologies to understand site usage and improve performance. You can control cookies through your browser settings, but some features may not function as intended if cookies are disabled.

Data storage and security

We store information securely and take reasonable steps to protect it from misuse, loss, and unauthorised access. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Data may be stored in Australia or in other locations where our service providers operate.

Retention

We retain information only for as long as needed to provide services, meet legal obligations, resolve disputes, and enforce agreements.

Your rights

You may request access to, correction of, or deletion of your personal information. You can also opt out of marketing communications at any time by using the unsubscribe link or contacting us directly.

Third-party links

Our website may link to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

Contact us

If you have questions about this Privacy Policy or your information, please contact us at alex@parkviewadvisory.com.au or call 0425 391 281. You can also write to us at 103 Majors Bay Rd, Concord NSW 2137.