Privacy Policy

Last updated: 01 January 2026

Spot On CFO (“we”, “us”, “our”) respects your privacy and is committed to protecting personal information. This Privacy Policy explains how we collect, use, store, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Who we are

Spot On CFO provides professional finance accounting consulting services for SMEs, to support their finance and accounting teams according to the needs of the business and stakeholders.

If you have any questions about this Privacy Policy or how we handle your personal information, you can contact us using the details at the end of this page.

2. Personal information we collect

We only collect personal information that is reasonably necessary to respond to your enquiry and provide our services.

The personal information we may collect includes:

Your name
Your role or job title, and company name
Your email address
Your phone number
A summary of the services you are interested in or details you include in your enquiry

We do not intentionally collect sensitive information under the Privacy Act 1988 (Cth).

3. How we collect personal information

We collect personal information directly from you when you:

Complete a contact form on our website
Book a free consultation through Microsoft Bookings
Contact us via email or phone

We do not collect personal information from third parties or data brokers.

4. Why we collect and use your information

We collect and use your personal information for the primary purposes of:

Responding to your enquiry or request
Booking and conducting free consultations
Communicating with you about our services
Preparing proposals or providing information you have requested
Managing our client relationships and business operations

We will not use your personal information for unrelated purposes without your consent, unless required or authorised by law.

5. Disclosure of personal information

We may disclose your personal information to:

Trusted service providers who support our business operations (such as email and secure scheduling systems)
Professional partners where reasonably necessary, and having informed you beforehand.
Regulatory or government authorities if required or authorised by law

All service providers we use are required to handle personal information in a manner consistent with the Australian Privacy Principles.

We do not sell, rent, or trade personal information.

6. Overseas disclosure

Spot On CFO does not currently disclose personal information to overseas recipients. Some technology providers we use may store data on servers located outside Australia.

Where this occurs, we take reasonable steps to ensure that personal information is handled in a way that is consistent with the Australian Privacy Principles, in accordance with APP 8.

7. Data security

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

This includes:

Secure access to email and booking systems
Limiting access to personal information on a need‑to‑know basis
Using reputable, secure business software

While we take reasonable measures to protect your information, no system can be guaranteed to be completely secure.

8. Data retention

We retain personal information only for as long as it is reasonably necessary to fulfil the purpose for which it was collected or to meet legal and professional obligations.

When personal information is no longer required, we take reasonable steps to securely delete or de‑identify it.

9. Access and correction

Under the Australian Privacy Principles, you have the right to:

Request access to the personal information we hold about you
Request correction of personal information if it is inaccurate, incomplete, or out of date

To make a request, please contact us using the details below. We may need to verify your identity before responding.

10. Privacy complaints

If you have a concern or complaint about how we handle your personal information, please contact us and we will attempt to resolve the matter promptly.

If you are not satisfied with our response, you may lodge a complaint with the:

Office of the Australian Information Commissioner (OAIC)

Website: https://www.oaic.gov.au

11. Cookies and website use

Our website only collects personal information that you voluntarily provide. If we introduce cookies or analytics tools in the future, this Privacy Policy will be updated accordingly.

12. Changes to this Privacy Policy

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

13. How to contact us

If you have questions, requests, or concerns about privacy, please contact:

Spot On CFO

Email: hello@spotoncfo.com.au

Phone: 04668 0259