Legal Information

Privacy Policy

Introduction:

At Burfield & Associates we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information.

Information We Collect:

Our ability to offer you a complete suite of services—including accounting, taxation, financial planning, finance, technology, consulting, and business advice—relies on our collection and retention of detailed information that personally identifies you or contains opinions about you (“personal information”). Additionally, we may collect personal information related to credit applications, such as identification details, default history, or repayment records (“credit information”).

Personal information held, used and disclosed by us may include the following information:

  • Your name, date of birth, current address, mobile number, e-mail address
  • Your bank account details, taxation details, Medicare number, and accounting and financial information
  • Information regarding your dependents and family commitments
  • Your occupation, employment history and details
  • Your financial needs and objectives
  • Your assets and liabilities (current and future), income, expenses
  • Your superannuation and insurance details
  • Any other relevant information that you give to us for the purpose of providing you with our services.
 

If you choose not to provide certain personal information or if the information provided is incorrect, we may be unable to deliver the services you have requested, and the advice or recommendations provided may be unsuitable or insufficient.

How We Use Your Information:

We use your personal information to:

  • Provide accounting, taxation and related services to you
  • Communicate with you
  • Process payments
  • Comply with legal and regulatory requirements
  • Improve our services
 

Sharing Your Information:

We may share your information with:

  • Our employees and contractors who need the information to provide services to you
  • Third-party service providers who assist us in providing services to you (e.g., IT service providers, payment processors)
  • Government authorities or regulatory bodies as required by law
 

Data Security:

We implement appropriate technical and organisational measures to protect your personal information from unauthorised access, use, disclosure, alteration, or destruction. We regularly review our security practices to ensure the ongoing protection of your data.

Data Retention:

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements. When your information is no longer needed, we will securely dispose of it.

Your Rights:

 You have the right to:

  • Access your personal information
  • Correct any inaccuracies in your personal information
  • Request the deletion of your personal information
  • Object to or restrict the processing of your personal information
  • Request a copy of your personal information in a portable format
 

Links to other websites:

Our website may include links to other websites that might be of interest to you. However, once you navigate to these external sites, please be aware that we have no control over their content or policies. As a result, we cannot be held responsible for the protection and privacy of any information you provide while visiting these websites, and they are not covered by this privacy statement. We recommend that you exercise caution and review the privacy policies of the websites you visit.

Controlling Your Personal Information:

You have the option to limit the collection and use of your personal information in the following ways:

  • When filling out any form on our website, look for the checkbox that allows you to opt out of having your information used for direct marketing purposes.
  • If you have previously consented to our use of your personal information for direct marketing, you may withdraw your consent at any time by contacting us through this website or by emailing us.

We will not sell, distribute, or lease your personal information to third parties without your consent, unless required by law. We may use your personal information to send you promotional information about third parties that we believe may be of interest to you, but only if you have indicated your wish to receive such information.

Cookies and Tracking Technologies:

We may use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings and other tools.

Changes to This Privacy Policy:

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new Privacy Policy on our website and updating the date at the top of this policy.

Contact Us:

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