Your Privacy Matters
At Maroo Advisory, trust is the foundation of every relationship we build.
Our clients share personal, financial and commercial information with us because they rely on our judgement and professionalism. Protecting that information is one of our most important responsibilities.
We believe privacy should be explained in clear, everyday language rather than legal jargon. This policy explains what information we collect, why we collect it, how we protect it, and the choices you have.
This Privacy & Confidentiality Policy reflects our obligations under the Privacy Act 1988 (Cth) and the Australian Privacy Principles.
The Information We Collect
The information we collect depends on the services we provide.
It may include:
- your name and contact details;
- information about your business or organisation;
- financial and taxation information;
- company, trust or superannuation details;
- identification documents where required by law;
- correspondence with you by email, telephone or other means; and
- information submitted through our website.
We only collect information that is reasonably necessary to provide professional services or to meet our legal and regulatory obligations.
Why We Collect Your Information
We collect information so that we can:
- provide accounting, taxation and business advisory services;
- communicate with you about your affairs;
- prepare documents and reports on your behalf;
- comply with Australian laws and professional standards;
- verify your identity where required;
- improve the services we provide; and
- maintain the quality and security of our professional services.
We do not collect information simply because we can. We collect it because it helps us serve you well.
In some circumstances, if you choose not to provide information that we reasonably require, we may be unable to provide particular services or may be unable to comply with our professional or legal obligations.
How We Receive Information
Information may be provided:
- directly by you;
- by people or organisations you authorise;
- through government agencies such as the Australian Taxation Office or ASIC;
- through secure online portals or digital platforms you choose to use; and
- when you visit or interact with our website.
How We Protect Your Information
Looking after confidential information is part of our professional duty.
We use a combination of secure technology, internal procedures and staff training to protect the information entrusted to us.
These measures include:
- secure cloud-based business systems;
- controlled access to information;
- multi-factor authentication where appropriate;
- encryption and secure communication methods;
- regular review of our security practices; and
- ongoing staff training regarding privacy and confidentiality.
Our team understands that protecting confidential information is not simply an IT responsibility—it is everyone’s responsibility.
Confidentiality is Part of Our Professional Culture
Confidentiality is not simply maintained through technology. It is reinforced through the way we work.
Every member of our team understands that client information is entrusted to us for a purpose. Access to information is limited to those who need it to perform their role, and confidentiality forms part of our professional responsibilities, our internal procedures and our ongoing training.
Protecting your information is part of protecting the trust you place in us.
Our Use of Technology
We continually invest in technology that helps us provide better outcomes for our clients.
From time to time we may use carefully selected technology, including artificial intelligence (AI), as a professional research, drafting or productivity tool.
Where we do so:
- professional judgement always remains with our advisers;
- AI assists our thinking—it never replaces it;
- we do not knowingly input confidential client information into publicly available AI systems; and
- where appropriate, we use secure enterprise-grade platforms designed with appropriate privacy and security protections.
Technology helps us work more efficiently, but responsibility for the advice we provide always remains with us.
Who We Share Information With
We treat your information as confidential.
We only disclose information where it is appropriate to do so, including:
- with your authority;
- where required or authorised by law;
- to government agencies and regulators where necessary;
- to professional advisers engaged on your behalf; and
- to trusted technology and service providers who help us deliver our services and who are required to maintain appropriate confidentiality and security standards.
We do not sell your personal information.
Overseas Service Providers
Like many modern professional practices, some of our trusted service providers and technology platforms may be located outside Australia.
Where information is processed outside Australia, we take reasonable steps to ensure appropriate privacy, confidentiality and security protections are maintained.
Identity Verification
Certain laws require us to verify the identity of our clients before providing particular services.
Where legislation requires us to obtain identification or additional information—for example under Australia’s anti-money laundering and counter-terrorism financing legislation—we may request documents or information before we are able to provide those services.
These requirements help protect both our clients and the integrity of Australia’s financial system.
Cookies and Website Analytics
Our website may use cookies and similar technologies to improve your browsing experience and help us understand how visitors use our website.
This information is generally statistical in nature and does not identify you personally unless you choose to provide information to us.
You can adjust your browser settings if you prefer not to accept cookies.
Links to Other Websites
Our website may contain links to other websites for your convenience.
Once you leave our website, those websites operate under their own privacy policies and practices. We encourage you to review those policies before providing personal information.
Marketing Communications
If you subscribe to newsletters or updates from us, we may occasionally send information that we believe will be useful to you.
You can unsubscribe at any time using the link provided in our communications.
Accessing or Correcting Your Information
We want the information we hold to be accurate and up to date.
If you believe any information we hold is incorrect, incomplete or out of date, please contact us and we will take reasonable steps to correct it.
Subject to legal requirements, you may also request access to the personal information we hold about you.
How Long We Keep Information
We retain information only for as long as it is required to provide our services, comply with legal and professional obligations, resolve disputes, or meet record-keeping requirements.
When information is no longer required, we take reasonable steps to securely destroy or de-identify it.
Questions or Complaints
If you have any questions about this Privacy & Confidentiality Policy or how your information is handled, we encourage you to contact us.
If you believe your privacy has not been handled appropriately, we will investigate your concerns promptly, fairly and respectfully and endeavour to resolve them as quickly as possible.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC), Australia’s independent privacy regulator, for further information or to lodge a complaint.
Changes to this Policy
We may update this Privacy & Confidentiality Policy from time to time to reflect changes in legislation, technology or our professional practices.
The current version will always be available on our website.
A Final Word
Privacy and confidentiality are not simply legal obligations.
They are fundamental to the trust our clients place in us every day.
We believe that good advice begins with good relationships, and good relationships are built on integrity, transparency and respect.
Those principles guide how we protect your information, how we communicate with you, and how we serve our clients.
They are part of our commitment to Simplify. Clarify. Empower.
Last updated: August 2026