Privacy

How we handle enquiry information.

This policy explains how Accountant Connect Australia uses information as an accountant connection and referral service.

Information we collect

When you submit an enquiry, we may collect your name, email address, phone number, business name, location, preferred timing and the general description you provide. Do not include passwords, tax file numbers, bank details or other highly sensitive financial information in the initial enquiry.

How we use and share it

We use enquiry information to understand the type of professional assistance being sought, communicate with you and identify an independent professional who may be relevant. With the consent given on the enquiry form, we may provide your enquiry and contact details to that professional so they can respond.

Independent professionals

Professionals introduced through the platform operate their own businesses. They determine whether they can assist, the services they offer and the terms of any engagement. They may have their own privacy policy and are responsible for information they collect from you directly.

Security and retention

We take reasonable steps to protect enquiry information from misuse, loss and unauthorised access. We retain information only for as long as reasonably needed for the connection process, record keeping and applicable legal obligations.

Access, correction and questions

You may ask about the personal information we hold or request a correction by calling 0416 689 689. Some requests may be subject to identity verification and legal exceptions.

Last reviewed 15 September 2026. This policy should be reviewed if the operating model, service providers or information-handling practices change.