Privacy Policy

Wise Forensics ("we", "us", "our") is committed to protecting your privacy and to handling personal information with the discretion, care and security our work demands. This policy explains how we collect, hold, use and disclose personal information, and how we comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This policy applies to all personal information we handle, whether collected through our website, in the course of an engagement, or otherwise.

The information we collect

The personal information we collect depends on our dealings with you, but may include:

• Identifying and contact details — name, business name, postal and email addresses, and telephone numbers.
• Professional and financial information — information about your business, financial affairs, transactions, accounts and records, where relevant to an engagement.
• Information contained in documents and data you, or your representatives, provide to us for the purposes of an engagement.
• Correspondence and records of our dealings with you.

Because of the nature of forensic accounting and investigative work, we may also collect sensitive information — for example, information relating to allegations of misconduct, the affairs of parties to a dispute, or information connected with legal or regulatory proceedings. We collect sensitive information only where it is reasonably necessary for, or directly related to, our functions and activities, and where required, with your consent or in reliance on an exception permitted under the Privacy Act 1988 (Cth).

How we collect it

Wherever reasonable and practicable, we collect personal information directly from you. We may also collect it from:

• Your authorised representatives, including your legal advisers.
• Documents, records and data provided to us for an engagement, including by other parties to a matter.
• Publicly available sources and registers.
• Third parties engaged in connection with a matter, where permitted by law.

Why we collect and use it

We collect, hold and use personal information to:

• Provide forensic accounting, accounting, taxation and advisory services.
• Prepare reports, analyses and expert evidence.
• Manage and administer our engagements and our relationship with you.
• Meet our professional, regulatory and legal obligations.
• Communicate with you and respond to your enquiries.

We will only use personal information for the purpose for which it was collected, a directly related purpose you would reasonably expect, or as otherwise permitted or required by law.

When we disclose it

We treat the information entrusted to us as confidential. We may disclose personal information to:

• Courts, tribunals, regulators and other parties where this is part of, or required by, an engagement or by law.
• Your legal representatives and other advisers, where authorised.
• Our own professional advisers and insurers.
• Service providers who assist us to operate our practice (for example, IT and data-hosting providers), under obligations of confidentiality and security.
• Any person where you have consented, or where we are required or authorised by law to do so.

We do not sell personal information.

Where your information is stored

The software and systems we use to operate our practice are hosted in Australia, and we store personal information on systems located in Australia.

How we protect it

We take the security of personal information seriously. We maintain physical, technical and administrative safeguards designed to protect personal information against misuse, interference, loss, and unauthorised access, modification or disclosure — including access controls, secure storage and encryption where appropriate.

In the event of an eligible data breach likely to result in serious harm, we will comply with our obligations under the Notifiable Data Breaches scheme in Part IIIC of the Privacy Act 1988 (Cth), including notifying affected individuals and the Office of the Australian Information Commissioner (OAIC) as required.

How long we keep it

We retain personal information only for as long as it is needed for the purposes for which it was collected, and to satisfy our professional and legal retention obligations. When personal information is no longer required, we take reasonable steps to destroy it or to de-identify it securely.

Accessing and correcting your information

You may request access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date, incomplete, irrelevant or misleading. To make a request, please contact us using the details below.

We will respond within a reasonable period. In some circumstances we may decline a request — for example, where the information is subject to legal professional privilege, relates to an ongoing investigation or legal proceeding, or where an exception under the Privacy Act 1988 (Cth) applies. If we decline, we will explain why in writing.

Our website

Our website may use cookies and similar technologies, and may collect limited technical information (such as your IP address, browser type and pages visited) to help us understand how the site is used and to improve it. You can configure your browser to refuse cookies, though some parts of the site may not function as intended if you do.

Complaints

If you believe we have not handled your personal information in accordance with this policy or the Australian Privacy Principles, please contact us using the details below and we will investigate and respond. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

Changes to this policy

We may update this policy from time to time to reflect changes in our practice or legal obligations. The current version will always be available on our website.

Contact us

For any privacy enquiry, request or complaint:

Wise Forensics PO Box 168, Capel WA 6271 Email: admin@wiseforensics.com.au Phone: 08 9727 0000 ABN 22 152 802 250

Last updated: June 2026