Our Privacy Policy stands as a testament to EEA Advisory’s dedication to preserving the confidentiality, integrity, and security of your personal information. Through various interactions with our website and services, we may collect and process information that is vital to delivering a tailored and efficient experience for our clients. This policy clearly outlines our steadfast commitment to upholding the highest standards of data protection, aligning with prevailing legal requirements and ethical obligations. For any queries, further insights, or to initiate a request concerning your personal information, we invite you to reach out to us at admin@eea-advisory.com.au.
EEA Advisory is committed to protecting your privacy and handling personal information responsibly and in accordance with applicable Australian privacy obligations.
This Privacy Policy explains how EEA Advisory collects, uses, stores, discloses and manages personal information through our website, enquiries, client relationships and general business activities.
For financial advice and related financial services provided under Count’s licence and authorised representative arrangements, please also refer to Count’s Privacy Policy and complaints information:
Count’s website currently maintains a dedicated Privacy Policy page, and its complaints page includes separate contact pathways for general complaints, financial advice complaints, and privacy complaints, as well as escalation information for the OAIC for privacy matters.
By using our website or engaging with our services, you acknowledge the terms of this Privacy Policy.
EEA Advisory
12/2 Loraine St, The Hub at Capalaba
Capalaba QLD 4157
Phone: 07 3399 2300
Email: admin@eea-advisory.com.au
EEA Advisory’s website footer states that EEA Advisory is Altias Brisbane Pty Ltd, ABN 77 646 161 417, a registered tax agent 26081500, and that Altias Brisbane Pty Ltd is not authorised to provide financial advice. For financial advice and services, clients should speak to an authorised representative at EEA Advisory.
This Privacy Policy applies to personal information collected by EEA Advisory through:
our website
contact forms and online enquiries
phone calls, emails and meetings
appointment bookings
newsletters and marketing communications
client onboarding and service delivery
recruitment and employment enquiries
other general business interactions
Where financial advice or related financial services are provided under Count’s licence and authorised representative arrangements, Count’s Privacy Policy may also apply. Count’s public site provides those policies separately.
We may collect personal information including:
your name
email address
phone number
postal or street address
business name
job title
information you provide in enquiry forms or emails
identity and verification information where required
financial, taxation, business and service-related information relevant to the services you request
records of communications, appointments and instructions
website usage information, IP address, browser type, device information and cookie-related data
recruitment information if you apply for a role with us
The specific information we collect will depend on the nature of your interaction with us and the services you request.
For financial services matters, personal information may also be collected to help provide services suited to your needs and to meet legal and regulatory obligations.
We may collect personal information directly from you when you:
complete a contact form on our website
call, email or write to us
book an appointment
become a client
subscribe to updates or newsletters
submit documents or information to us
attend meetings with our team
apply for employment with us
interact with our website through cookies, analytics or similar technologies
We may also collect information from third parties where permitted by law, including:
service providers
professional advisers
software platforms
identity verification providers
referees or recruiters
other parties you authorise us to deal with
Where financial advice or related financial services are involved, information may also be shared with product and platform providers, external service providers and other professionals you authorise.
We may collect, hold, use and process personal information to:
respond to enquiries
communicate with you
provide requested services
verify identity where required
manage client relationships
prepare advice, reports, tax or accounting work
schedule appointments and manage administration
improve our website, systems and service delivery
comply with legal, regulatory and professional obligations
manage recruitment processes
send updates, insights or marketing communications where permitted by law
If you do not provide requested information, we may not be able to respond to your enquiry properly or provide some services.
We may disclose personal information to:
our employees, contractors and related entities
professional advisers and consultants
IT service providers, cloud providers and software providers
website hosts, CRM systems, booking systems and communication platforms
payment, identity verification or security providers where relevant
regulatory bodies, government agencies, courts or tribunals where required
auditors, insurers or compliance advisers
other parties where you have consented or where disclosure is otherwise permitted or required by law
Where financial advice or related financial services are provided under Count arrangements, your information may also be disclosed in line with Count’s Privacy Policy and related financial services processes. Count’s complaints page also confirms published channels for privacy complaints and financial advice complaints.
We do not sell your personal information.
Some service providers we use may store or process personal information outside Australia, or may have support operations located overseas.
Where this occurs, we take reasonable steps to ensure those providers handle personal information appropriately and in a manner consistent with applicable Australian privacy obligations.
Count’s website also states that users can refer to its Privacy Policy for information about how personal information is handled.
Our website may use cookies and similar technologies to:
help the website function properly
remember preferences
understand website traffic and user behaviour
improve website performance and user experience
support site security and administration
This information may include browser type, operating system, referral source, pages viewed, time spent on pages, approximate location and device information.
You can control cookies through your browser settings. However, disabling cookies may affect website functionality.
Please also refer to our Cookie Policy for more information.
We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.
These measures may include:
secure systems and software
restricted access to information
password protection and authentication controls
secure cloud storage and document systems
internal processes for handling sensitive information
use of reputable third-party providers
While we take reasonable precautions, no internet transmission or electronic storage method can be guaranteed to be completely secure.
We retain personal information for as long as reasonably necessary to:
provide services
manage our relationship with you
comply with legal, professional, taxation, regulatory and record-keeping obligations
resolve disputes
enforce agreements
When personal information is no longer required, we take reasonable steps to destroy or de-identify it where appropriate and where permitted by law.
You may request access to personal information we hold about you and ask us to correct information that is inaccurate, incomplete, out of date, irrelevant or misleading.
To make a request, please contact us using the details below. We may need to verify your identity before processing your request.
Count’s complaints page states that privacy complaints can be made through its published privacy complaint channels and that unresolved privacy complaints can be taken to the Office of the Australian Information Commissioner.
We may send you newsletters, updates, insights, invitations or other communications that may be relevant to you where permitted by law.
You may opt out of marketing communications at any time by:
using the unsubscribe link in the communication, where available
contacting us directly and requesting removal from marketing communications
If you have a concern about how EEA Advisory has handled your personal information, please contact us first so we can investigate and respond.
Email: admin@eea-advisory.com.au
Phone: 07 3399 2300
Address: 12/2 Loraine St, The Hub at Capalaba, Capalaba QLD 4157
If your concern relates to financial advice or related financial services provided under Count arrangements, you may also refer to Count’s Privacy Policy and Count’s complaints process:
Count’s complaints page states that privacy complaints may be submitted by phone, email, or writing to its Privacy Officer, and that unresolved privacy complaints may be raised with the OAIC.
For financial advice and related financial services provided under Count’s licence and authorised representative arrangements, please also refer to:
Count’s Privacy Policy is published on its website, and its complaints page states that complaints can be made online, by phone, or in writing.
We may update this Privacy Policy from time to time to reflect changes in our business, services, website functionality, legal requirements or privacy practices.
Any updated version will be published on this website and will take effect from the date of publication.
If you have any questions, concerns or requests regarding this Privacy Policy or your personal information, please contact:
EEA Advisory
12/2 Loraine St, The Hub at Capalaba
Capalaba QLD 4157
Phone: 07 3399 2300
Email: admin@eea-advisory.com.au
This area of our website contains important legal information, including our terms and conditions, cookie policy, and complaints handling process. Please read these carefully before using our website.
Our cookie policy explains what cookies are and how we use them on our website.
Our cookie policy explains what cookies are and how we use them on our website.
Our complaints handling process explains how you can complain about our website or our services.
