How Colokshiowla Advisory handles your personal information

1. Who we are and how to contact us

In this Policy, “we”, “us” and “our” refer to Colokshiowla Advisory, based in Melbourne, Australia.

You can contact us using the details above if you have any questions about this Policy or how we manage your personal information.

2. Types of personal information we collect

The personal information we collect depends on how you interact with us. It may include:

• Identification details such as your name and role or job title.
• Contact details such as email address, phone number and business address.
• Organisation information such as the name, size and location of your business.
• Information you include in enquiries, meeting notes or documents you choose to share with us.
• Log and usage information when you visit our website, such as IP address, browser type and pages viewed.

In the ordinary course of our work we do not intentionally collect sensitive information (such as health information) or information about children. If this appears in material you provide, we will handle it with extra care and only use it where reasonably necessary for our advisory work.

3. How we collect personal information

We may collect personal information in several ways, including:

• When you complete a form on this website, such as a contact or enquiry form.
• When you communicate with us by email, phone, video call or in person.
• During the course of delivering advisory services, including workshops and meetings.
• From publicly available sources, where appropriate for due diligence or background context.
• Automatically through cookies and similar technologies when you browse this site.

Where it is reasonable and practical to do so, we will collect personal information directly from you. If we receive information about you from someone else (for example, another advisor or colleague), we will take steps to confirm that we are permitted to use that information in line with this Policy.

4. Why we collect and use personal information

We collect, hold and use personal information for purposes such as:

• Responding to enquiries and requests you submit through the site or by email.
• Planning, delivering and reviewing advisory engagements and related services.
• Sending occasional updates, articles or invitations you have requested or reasonably expect.
• Maintaining internal records, billing and administrative functions.
• Improving our website, services and client experience.
• Complying with legal obligations and managing risk, including record-keeping and audits.

We aim to use your personal information only in ways that are relevant to the relationship between you and Colokshiowla Advisory and that you would reasonably expect.

5. Legal basis for our handling of personal information

For Australian clients and website visitors, our collection and use of personal information is based on:

• Your consent, where you actively provide information or opt in to receive communications.
• Our legitimate interests in running a professional advisory practice, improving our services and managing risk.
• Contractual necessity, where information is required to deliver the services you have engaged us to provide.
• Compliance with legal and regulatory obligations that apply to our business.

6. Cookies, website analytics and tracking technologies

Our website may use cookies and similar technologies to support basic site functionality, security and performance. A cookie is a small text file that a website stores on your device.

Cookies and related technologies may be used to:

• Remember basic preferences such as language or display settings.
• Understand how visitors use the website, such as pages visited and time spent on the site.
• Help us identify which content is most useful and where we can improve the experience.

You can adjust your browser settings to refuse cookies or to alert you when cookies are being used. If you disable cookies, some aspects of the website may not function as intended, but you will still be able to access core information.

7. Disclosure of personal information

We do not sell your personal information. We may share personal information with third parties only where reasonably necessary for the purposes set out in this Policy or where required by law.

Third parties we may disclose information to include:

• Professional service providers who support our work, such as IT providers, accountants or legal advisors.
• Other advisors you work with, where you ask us to collaborate or where it is clearly in your interests and you would reasonably expect this.
• Regulators, government bodies or law enforcement agencies, where required or authorised by law.

Where we work with third party providers, we aim to ensure they handle personal information in a way that is consistent with this Policy and applicable privacy laws.

8. Overseas disclosure and data storage

Colokshiowla Advisory is based in Australia. However, some of our technology and service providers may store or process information in other countries.

Where personal information is transferred overseas, we seek to work with providers that handle data in a secure and responsible manner and that, where possible, are subject to privacy standards comparable to those in Australia.

9. Security and retention of personal information

We take reasonable steps to protect personal information from misuse, interference and loss, and from unauthorised access, modification or disclosure. Measures can include access controls, strong authentication, and restricting information on a need-to-know basis.

We retain personal information only for as long as it is needed for the purposes described in this Policy or as required by law, professional standards and our legitimate business needs. When information is no longer required, we will take reasonable steps to permanently de-identify or securely destroy it.

10. Your rights and choices

Subject to certain exceptions under Australian law, you have rights in relation to the personal information we hold about you, including:

• The right to request access to the personal information we hold about you.
• The right to request correction of inaccurate, incomplete or outdated information.
• The right to opt out of receiving non-essential communications at any time.

To exercise these rights, or to ask about how we handle your information, contact us using the details in section 1. We may need to verify your identity before responding to certain requests and, in some cases, may be permitted to refuse a request in line with the Privacy Act 1988 (Cth).

11. Links to other websites

Our website may contain links to websites operated by third parties. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing personal information.

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services or legal obligations. The “Last updated” date at the top of this page indicates when the Policy was most recently revised.

The updated Policy will apply from the date it is published on this website. We encourage you to review this page periodically to stay informed about how we handle personal information.

13. Questions and complaints

If you have a question about this Privacy Policy, or if you would like to make a complaint about how we have handled your personal information, you can contact us using the details in section 1.

We will acknowledge your complaint and aim to respond within a reasonable time. If you are not satisfied with our response, you may be able to contact the Office of the Australian Information Commissioner (OAIC) for further information or to lodge a complaint.