Privacy Policy

Peak Value Advisory (“we”, “us”, or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, subscribe to our newsletter, book a consultation, or otherwise engage with our tax, structure, and wealth advisory services for business owners, investors, property investors, and high-income professionals.

We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). By using our website or providing your details to us, you agree to the practices described in this policy.

We may collect the following types of information:

• Contact details — name, email address, phone number, practice or business name.
• Enquiry & booking information — messages you send via contact forms, preferred call times, and other details you choose to provide.
• Newsletter data — email address and subscription preferences when you opt in to receive updates.
• Technical data — IP address, browser type, device information, pages visited, and referral source collected via cookies and analytics tools.
• Client information — where you become a client, we may collect additional information required to deliver professional services, subject to separate engagement terms and confidentiality obligations.

We use personal information to:

• Respond to enquiries and schedule strategy calls or consultations.
• Provide, administer, and improve our advisory services.
• Send newsletters and marketing communications where you have consented (you may unsubscribe at any time).
• Operate, secure, and analyse use of our website.
• Comply with legal and regulatory obligations.
• We do not sell your personal information.

We may share personal information with trusted third parties who assist us in operating our website and delivering services, such as hosting providers, email platforms, CRM systems, and analytics providers. These parties are only permitted to use your information for the purposes we specify and must protect it appropriately.

We may also disclose information where required by law, to protect our rights, or with your consent.

Our website may use cookies and similar technologies to remember preferences, measure traffic, and improve user experience. You can control cookies through your browser settings; disabling cookies may affect some site functionality.

We may use third-party analytics services that collect aggregated, non-identifying usage data. Where required, we will seek your consent before using non-essential cookies.

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure. No method of transmission over the internet is completely secure; we encourage you to use strong passwords and protect your own devices.

We retain personal information only for as long as needed for the purposes collected, or as required by law. When no longer required, we take steps to destroy or de-identify it.

Under Australian privacy law, you may request access to or correction of personal information we hold about you. You may also withdraw marketing consent, complain about a breach of the APPs, or ask us to explain how we handle your data.

To make a request, contact us using the details in Section 11. We will respond within a reasonable period.

Some service providers we use may store or process data outside Australia (for example, cloud hosting or email platforms). Where this occurs, we take reasonable steps to ensure overseas recipients handle information in a manner consistent with the APPs.

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their policies before providing personal information.

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised “Last updated” date. Material changes may be communicated via our website or email where appropriate.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Peak Value Advisory
Email: paddy@peakvalue.com.au
Website: https://peakvalue.com.au/