The information provided on this website is for general informational and guidance purposes only. It does not constitute legal, financial, taxation, mortgage broking, accounting, or other professional advice. While we strive to ensure that the information presented is current and accurate, laws, regulations, and professional standards may change over time, and the application of such laws varies based on individual circumstances. Accordingly, the information provided may not be complete, accurate, or up to date.
By accessing and using this website, you acknowledge and agree that AdvisorCorp, its affiliates, officers, employees, and agents do not provide specific professional advice or services through this platform. The content available here should not be relied upon as a substitute for independent professional advice. We strongly recommend consulting a qualified professional before making any financial, legal, or business decisions based on the information provided on this site.
Limitation of Liability
AdvisorCorp has taken reasonable measures to source information from reputable providers. However, we make no representations or warranties, express or implied, regarding the accuracy, reliability, or completeness of the content. All information on this site is provided "as is" without any warranties, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.
To the maximum extent permitted by Australian law, AdvisorCorp, its affiliates, partners, officers, employees, and agents shall not be held liable for any direct, indirect, incidental, special, consequential, or exemplary damages or losses (including but not limited to financial loss, legal disputes, loss of business opportunities, or reputational damage) arising from the use of, reliance on, or inability to use the information provided on this website, even if advised of the possibility of such damages.
Third-Party Links and Content
This website may contain links to third-party websites for informational purposes. These external sites are not under the control of AdvisorCorp, and we do not endorse or take responsibility for the accuracy, completeness, or reliability of any content, services, or products provided by third parties. Users should exercise their own discretion and seek appropriate professional advice before relying on any external information.
Regulatory Compliance
AdvisorCorp operates in accordance with Australian laws and regulatory requirements, including but not limited to the Corporations Act 2001 (Cth), the Australian Consumer Law (ACL) under the Competition and Consumer Act 2010 (Cth), the Tax Agent Services Act 2009 (Cth), and the Privacy Act 1988 (Cth). Nothing in this disclaimer is intended to limit any rights or remedies available under these or other applicable laws.
Acceptance of Terms
By using this website, you acknowledge and agree to the terms outlined in this disclaimer. If you do not accept these terms, you should refrain from accessing or using the website.
For personalised advice, please contact a licensed professional at AdvisorCorp.
‘We’, ‘us’, and ‘our’ refer to AdvisorCorp Pty Ltd (ACN 611 218 556), including our subsidiaries and related businesses. We provide financial, taxation, and advisory services to individuals and businesses.
We recognise the importance of protecting your personal information and are committed to ensuring its confidentiality and security. This Privacy Policy explains how we collect, use, disclose, and manage your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
Personal information refers to any information or opinion about an identifiable individual. The types of personal information we may collect include but are not limited to:
Identity Information: Name, date of birth, address, email, phone number.
Financial Information: Tax File Number (TFN), bank account details, superannuation details, and income records.
Employment and Business Details: Employment history, business ownership details, Australian Business Number (ABN), and company registration information.
Other Sensitive Information: Information about your health, racial or ethnic origin, or other sensitive details where relevant and permitted by law.
We collect personal information in a variety of ways, including:
Directly from you when you engage with us, complete forms, or provide details via phone, email, or our website.
From third parties such as credit reporting agencies, finance brokers, accountants, legal professionals, and government agencies (e.g., the Australian Taxation Office or ASIC).
Through publicly available sources where relevant to our services and permitted by law.
Where practical, we will obtain your consent before collecting information from third parties.
We collect, hold, use, and disclose personal information to:
Assess and process applications for finance and related services.
Provide taxation, financial, and advisory services, including the preparation and lodgment of tax returns.
Comply with legal and regulatory obligations under Australian law.
Conduct direct marketing (subject to your opt-out preferences).
Improve our services and develop new products.
We may disclose your personal information to:
Financial institutions, credit providers, and insurers.
Government agencies such as the Australian Taxation Office (ATO), ASIC, and Centrelink.
External professional service providers such as accountants, auditors, legal advisors, IT service providers, and regulatory bodies.
Any third party as required or authorised by law.
We take reasonable steps to ensure that any third party handling your personal information complies with the Australian Privacy Principles (APPs) and maintains strict confidentiality.
We may use your personal information to send you marketing communications regarding our services, promotions, and industry updates. You have the right to opt out of receiving such communications at any time by contacting us at marketing@advisorcorp.com.au.
We do not use or disclose government-issued identifiers (such as Tax File Numbers (TFNs), Medicare numbers, or passport details) unless required or permitted by law.
We take reasonable steps to safeguard personal information against loss, misuse, unauthorised access, modification, or disclosure, including:
Secure digital storage systems with restricted access controls.
Encrypted communications and secure cloud storage solutions.
Confidentiality agreements with employees and service providers.
If we no longer require your personal information, we will securely destroy or de-identify it, except where retention is required by law.
You have the right to access and correct the personal information we hold about you, subject to applicable legal exceptions. To request access or correction, please contact us at compliance@advisorcorp.com.au.
If we refuse your request, we will provide you with written reasons and information on how to lodge a complaint.
In some cases, we may disclose personal information to overseas recipients (e.g., cloud storage providers or international affiliates). If this occurs, we will take reasonable steps to ensure those recipients comply with Australian privacy laws.
If you believe we have breached the Privacy Act 1988 (Cth) or mishandled your personal information, you can:
Lodge a complaint with us – We will investigate and respond within 30 days.
If unresolved, escalate to the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or call 1300 363 992.
We review this Privacy Policy regularly and may update it as needed. The latest version will be available on our website. We encourage you to review it periodically to stay informed.
For any privacy-related queries, requests, or complaints, please contact:
📧 compliance@advisorcorp.com.au
At AdvisorCorp, we take data security seriously and comply with Australian laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). We implement secure, industry-standard measures to store, manage, and protect client data.
To ensure the security and confidentiality of client information, we use secure systems with robust encryption, access controls, and compliance monitoring. Our digital infrastructure supports safe storage, document management, communication, and client interactions while adhering to strict data protection standards.
To protect your data, we implement:
Multi-Factor Authentication (MFA) for system access.
Strict access controls, ensuring only authorised personnel can view sensitive data.
Regular security audits and monitoring to detect and prevent unauthorised access.
Secure digital signature and identity verification to facilitate safe and compliant transactions.
We comply with the Notifiable Data Breaches (NDB) scheme, meaning we will notify affected parties and the Office of the Australian Information Commissioner (OAIC) if a data breach occurs.
Personal information is not shared or transferred outside Australia without appropriate safeguards.
Clients have the right to access and correct their personal information as per APP guidelines.
At AdvisorCorp, protecting your data is our priority. We continuously review and enhance our security practices to ensure your information remains safe, secure, and compliant with Australian regulations.
AdvisorCorp operates within a constantly evolving business landscape, and we strive to keep our policies up-to-date through annual reviews. We reserve the right to modify this privacy policy at any moment by posting the revised version on our website. The updated policy will be effective between us, regardless of whether we have provided specific notice of any changes.
The latest update to these policies was made on 03 March 2025.