Privacy

Privacy Policy

Current as at 1 November 2026

This policy explains how Davis Strategic Services Pty Ltd (ABN 70 699 947 567) collects, uses, holds, and discloses personal information through this website and in providing our services. We handle personal information in accordance with applicable privacy law, including the Privacy (Tax File Number) Rule 2015 where it applies.

When you contact us or book a discovery call, we collect the details you give us, such as your name, email address, phone number, business name, and the reason for your enquiry. Discovery calls are booked through Calendly, which collects your booking details on our behalf.

When we act for you, we collect the information needed to provide the services. This may include financial records, tax file numbers, and personal information about your directors, employees, and customers.

We use personal information to respond to enquiries, assess and provide our services, meet our legal and professional obligations, and run and improve our practice. We do not sell personal information, and we do not use client information for our own commercial benefit.

We disclose personal information only as needed for these purposes: to government agencies such as the Australian Taxation Office when we act for you; to the service providers we use to run the practice, including our website host and our booking, accounting, document management, electronic signing, and AI tools; to specialists we bring in with your agreement; and where the law requires or permits it.

Some of these providers store or process information outside Australia, including in the United States, the United Kingdom, the European Union, and the Philippines. We take reasonable steps to ensure they protect it.

This website uses Google Analytics to understand how visitors use it, such as which pages are viewed, how long visits last, the device and browser used, approximate location, and the site that referred you. Google Analytics uses cookies and similar technologies to collect this information, which Google processes on our behalf. We do not use it to identify individual visitors.

You can read how Google uses this information at policies.google.com/technologies/partner-sites. You can prevent collection by blocking cookies in your browser or by installing the Google Analytics opt-out browser add-on at tools.google.com/dlpage/gaoptout.

We hold information in secure, access-controlled systems and keep it only for as long as we need it for these purposes or as the law and professional standards require. Tax file numbers are collected and used only as the law allows, and are securely destroyed or de-identified when no longer required. If a data breach affects your information, we will tell you and notify regulators where the law requires.

You can ask to access or correct the personal information we hold about you by emailing mail@davisstrategicservices.com.au. If you have a concern about how we have handled your information, please contact us first so we can put it right. If you are not satisfied with our response, you may be able to complain to the Office of the Australian Information Commissioner at oaic.gov.au.

We may update this policy from time to time. The current version is always published on this page, with its date shown at the top.