Privacy Policy

eClarity Consulting (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of information obtained during the course of our consulting engagements. This Privacy Policy outlines how we manage personal and confidential information in compliance with Australian laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Scope

This policy applies to all personal and confidential information collected, used, stored, and disclosed by eClarity Consulting in the course of providing consulting services to clients from the wealth management industry and other interested sectors.

Commitment to Confidentiality

We understand the importance of maintaining the confidentiality of sensitive information. Any information provided to us during consulting engagements, whether under a Non-Disclosure Agreement (NDA) or otherwise, will be treated with the highest level of care and discretion.

Information We Collect

We may collect and handle the following types of information:

  • Personal information (e.g., names, contact details, and job titles).
  • Business information (e.g., strategies, financial data, operational plans).
  • Confidential project-related information disclosed by clients.

Purpose of Collection

The information we collect is used solely for:

  • Delivering consulting services to our clients.
  • Analyzing and understanding client needs to provide tailored solutions.
  • Meeting legal and regulatory obligations.

Non-Disclosure Agreements (NDAs)

For every project requiring heightened confidentiality, we enter into NDAs or equivalent agreements. These agreements ensure the mutual protection of sensitive information and outline the terms of use, access, and disclosure.

Information Use and Disclosure

We will only use or disclose information for the purpose for which it was collected or as otherwise permitted by law. We will not sell, rent, or share confidential information with third parties without prior consent, unless required by law or regulation.

Data Security

We implement stringent measures to protect the information we handle, including:

  • Secure storage of physical and electronic records.
  • Access controls to ensure only authorized personnel have access to sensitive information.
  • Regular security audits and updates to safeguard against unauthorized access, loss, or breaches.

Compliance with Australian Laws

We comply with all relevant Australian privacy and confidentiality laws, including but not limited to the Privacy Act 1988 and Australian Privacy Principles (APPs).

Rights of Individuals and Clients

Clients and individuals have the right to:

  • Access personal information held by us.
  • Request corrections to inaccurate or incomplete information.
  • Lodge a complaint about how their information has been handled.

To exercise these rights, please contact us using the details below.

Retention and Disposal of Information

We retain personal and confidential information only for as long as necessary to fulfill our obligations. Once no longer required, information is securely destroyed or de-identified in accordance with legal and regulatory requirements.

Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The most current version will be available on our website or upon request.

Contacting us 

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at [email protected]

This document was last updated on 3 December 2024