Privacy Policy

1. Introduction

Keystone Advisory ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our business valuation services.

2. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, business name, and other contact details you provide through our forms or communications.
• Business Information: Financial statements, business structure, revenue information, and other data necessary for business valuation services.
• Technical Information: IP address, browser type, device information, and website usage data collected through cookies and analytics tools.

3. How We Use Your Information

Personal and business information collected during engagements is used solely for the purpose of performing valuation services. Specifically, we use your information to:

• Provide business valuation services and respond to your inquiries
• Communicate with you about our services, quotes, and reports
• Improve our website and services
• Comply with legal obligations and professional standards
• Send marketing communications (with your consent)

4. Information Sharing and Disclosure

We do not sell your personal information. Your information will not be disclosed to third parties except as required by law. We may share your information with:

• Service Providers: Third-party vendors who assist us in operating our website and providing services (under strict confidentiality agreements)
• Professional Advisors: Lawyers, accountants, and other professional advisors when necessary for your engagement
• Legal Requirements: When required by law or to protect our rights and safety

5. Data Security

All data is stored securely using appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. We implement industry-standard encryption, access controls, and secure storage protocols. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

Data is retained only for compliance and record-keeping obligations. We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Business valuation records are retained in accordance with professional standards and legal requirements, typically for a minimum of seven years.

7. Your Rights

Under Australian privacy law, you have the right to:

• Access your personal information
• Correct inaccurate or incomplete information
• Request deletion of your information (subject to legal obligations)
• Opt-out of marketing communications
• Lodge a complaint with the Office of the Australian Information Commissioner (OAIC)

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings, but disabling cookies may affect website functionality.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us: