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AHX Advisors Privacy Policy

Effective Date: 6 November 2025
At AHX Advisors, we respect your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you engage with our services, visit our website, or interact with our team.

We may collect the following types of information:
  • Personal Information: Name, email address, phone number, business name, ABN, and other identifiers you provide voluntarily.
  • Financial Data: Accounting records, Xero access (if granted), and other financial documents shared for advisory purposes.
  • Technical Data: IP address, browser type, device information, and usage patterns when you visit our website.
  • Service Interaction Data: Notes from consultations, checklist submissions, and feedback from Health Checks, CFO Support, or Cloud Setup services.

We use your data to:

  • Deliver modular advisory services tailored to your business
  • Provide Health Checks, CFO Support, and Cloud Setup guidance
  • Respond to inquiries and support requests
  • Improve our website, services, and client experience
  • Send relevant updates, insights, or resources (opt-in only)

We do not sell your data or use it for unsolicited marketing.

We may share your information only when necessary:

  • With trusted service providers (e.g., Xero, hosting platforms) under strict confidentiality
  • When legally required (e.g., court orders, regulatory obligations)
  • With your explicit consent for referrals or collaborative advisory work

We implement industry-standard safeguards to protect your data, including:

  • Secure cloud storage and encrypted communication
  • Access controls and audit trails for sensitive information
  • Regular reviews of our data handling practices

If you are located outside Australia, your data may be transferred to and processed in Australia. We ensure such transfers comply with applicable privacy laws.

We retain your information only as long as necessary to:

  • Fulfill the purpose for which it was collected
  • Comply with legal, regulatory, and accounting obligations

You may request deletion of your data at any time, subject to compliance requirements.

You have the right to:

  • Access and correct your personal information
  • Withdraw consent for non-essential data use
  • Lodge a complaint with the Office of the Australian Information Commissioner (OAIC)

To exercise these rights, contact us at admin@ahxadvisors.com.au.

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date. We encourage you to review it periodically.

If you have any questions or concerns about this Privacy Policy or our data practices, please contact:

AHX Advisors Pty Ltd
admin@ahxadvisors.com.au