Privacy Policy

How Assabvision Growth Advisory handles your personal information.

We are committed to treating your personal information with care and respect. This Privacy Policy explains how we collect, use, disclose and protect information in connection with our website and advisory services.

This Policy is intended for visitors to our website at Assabvision.com, as well as clients, prospective clients and other people who communicate with us in the course of our work.

Last updated: 2025

Documents and laptop symbolising privacy and data protection

Your trust matters

Our work relies on open conversations and, at times, sensitive information. We handle this information carefully and only use it for the purposes we have agreed with you.

1. Who we are and how to contact us

In this Privacy Policy, “we”, “us” and “our” refer to Assabvision Growth Advisory, a growth-focused financial consulting practice based in Richmond, Victoria, Australia.

If you have any questions about this Policy or how we handle personal information, you can contact us using the details below:

This Policy does not replace any rights you may have under applicable privacy or data protection laws in Australia or in your jurisdiction.

When this Policy applies

This Privacy Policy applies when you:

  • • Visit or use our website at Assabvision.com;
  • • Receive or inquire about our advisory services;
  • • Subscribe to updates, resources or events we may offer;
  • • Communicate with us in any other way, such as by email or phone.

Separate contractual documentation may also apply when you engage us for specific consulting work. In the event of any inconsistency, those engagement terms may prevail.

2. Information we may collect

The types of personal information we collect depend on how you interact with us. We generally collect the following categories of information:

2.1 Information you provide directly

This may include:

  • • Your name and contact details (email, phone number, role, organisation).
  • • Information about your organisation, including size, sector and location.
  • • Details of your enquiries, questions and the matters you ask us to advise on.
  • • Any other information you choose to share in forms, emails, meetings or calls.

2.2 Information collected automatically

When you visit our website, we may automatically collect certain information about your device and how you use the site. This can include:

  • • IP address and approximate location;
  • • Browser type and version;
  • • Pages visited, time spent on pages and navigation paths;
  • • Other usage data and technical information provided by your browser or device.

2.3 Cookies and similar technologies

We may use cookies and similar technologies to understand how visitors interact with our website and to help us improve content and usability.

Cookies are small text files stored on your device. Some cookies are essential for our website to function, while others help us analyse usage or remember your preferences.

You can learn more about how we use cookies, including how to manage your preferences, in our Cookie Policy.

2.4 Information from third parties

In some cases, we may receive information about you from third parties, such as your colleagues or professional advisers, where this is relevant to our work together or where you have authorised them to share information with us.

3. How we use personal information

We use personal information for purposes that are directly related to our advisory work and to operating our business. These purposes may include:

  • • Responding to your enquiries and providing information you request;
  • • Assessing whether and how we can assist with your organisation’s needs;
  • • Delivering advisory services and managing our engagements with you;
  • • Preparing reporting, analysis and materials relevant to your organisation;
  • • Managing our relationship with you, including invoicing and administration;
  • • Maintaining and improving our website and digital communications;
  • • Sending occasional updates or insights where you have opted to receive them;
  • • Complying with legal obligations and managing risk, including record-keeping.

3.1 Marketing and insights

From time to time, we may send you information about our services, events or insights that we believe may be relevant to you in your professional role. You can opt out of receiving these communications at any time by following the instructions in the message or by contacting us.

3.2 Legal bases and grounds for processing

The specific legal basis for handling personal information may depend on your jurisdiction. Generally, we rely on one or more of the following:

  • • Your consent, where you choose to provide information or opt in to updates;
  • • The need to perform a contract or take steps at your request before entering one;
  • • Our legitimate interests in operating and improving our business, where these are not overridden by your rights;
  • • Compliance with legal obligations that apply to us.

If you have questions about how these grounds apply in your situation, please contact us using the details above.

4. How we share personal information

We do not sell your personal information. We may, however, share information with carefully selected third parties when it is reasonably necessary for the purposes described in this Policy. These may include:

  • • Service providers, such as IT, hosting, email, communications and professional support providers who help us operate our business.
  • • Professional advisers, such as legal or accounting advisers, where needed to manage our own obligations and risks.
  • • Other parties with your consent, for example where you ask us to collaborate with another adviser or stakeholder.
  • • Regulators and authorities, where required or permitted by law, or where we reasonably believe disclosure is necessary to protect our rights, clients or the public.

4.1 Overseas transfers

Some of our service providers may be located outside Australia or may store data in other countries. Where we transfer personal information internationally, we seek to ensure that appropriate safeguards are in place, for example by working with reputable providers who implement robust security and privacy measures.

4.2 Aggregated and de-identified information

We may use information in aggregated or de-identified form (where individuals are not identified or reasonably identifiable) for purposes such as analysing trends, improving our services or preparing general insights for clients.

When information is aggregated or de-identified, it is no longer treated as personal information under this Policy.

5. How we protect and retain information

5.1 Security

We implement reasonable technical and organisational measures aimed at protecting personal information from unauthorised access, misuse, loss or disclosure. These measures include access controls, secure systems and sensible internal practices.

However, no method of transmission or storage is completely secure. We cannot guarantee absolute security and encourage you to take care when sharing sensitive information, particularly over email or other channels not controlled by us.

5.2 Retention

We retain personal information for as long as reasonably necessary to fulfil the purposes described in this Policy, including to provide services, comply with legal obligations, resolve disputes and enforce our agreements. When information is no longer needed, we take reasonable steps to delete or de-identify it, subject to any obligations to keep records for longer periods.

5.3 Data relating to advisory engagements

For client work, we may retain records of advice, analysis and related communication for a period consistent with professional practice and any applicable legal or regulatory requirements.

If you have questions about how long information relating to your organisation may be kept, please contact us using the details at the top of this Policy.

6. Your choices and rights

Depending on where you live and how you interact with us, you may have certain rights in relation to your personal information. Subject to applicable law, these may include the ability to:

  • • Request access to the personal information we hold about you;
  • • Request that we correct information that is inaccurate or incomplete;
  • • Request deletion of information, in some circumstances;
  • • Object to or restrict certain forms of processing, such as direct marketing;
  • • Withdraw consent where processing is based on your consent.

To exercise these rights, please contact us using the details provided in section 1. We may need to verify your identity before responding to your request, and certain legal exceptions may apply.

If you have concerns about how we handle personal information, you may also have the right to raise a complaint with a data protection or privacy regulator in your jurisdiction. We would appreciate the opportunity to address your concerns directly first.

6.1 Managing marketing communications

If you receive updates or insights from us and no longer wish to do so, you can opt out at any time by following the instructions in the message or by contacting us.

Even if you opt out of marketing communications, we may still send you service-related or administrative messages where these are necessary, for example to respond to an enquiry or manage an existing engagement.

8. Changes to this Privacy Policy

We may update this Privacy Policy from time to time, for example to reflect changes in our practices, services or legal obligations. When we do, we will revise the “Last updated” date at the top of the Policy and may take additional steps to bring changes to your attention where appropriate.

We encourage you to review this page periodically to stay informed about how we handle personal information. Your continued use of our website or services after changes take effect will be taken as acceptance of the updated Policy.

Questions or concerns?

If you have any questions about this Privacy Policy or how we handle personal information, please contact us:

We will do our best to respond promptly and work with you to address any concerns.