15 Burwood Highway
Burwood
Victoria, Australia 3124
T +61 3 9889 8134
F +61 3 9889 8135
E info at excelbbs dot com dot au
Privacy Policy
excel business broking services
Privacy of information is important to Excel Business Broking Services.This policy outlines how we manage the personal information about our clients and providers.
"Personal Information" is information which identifies individuals, whether that information is obtained from the relevant individual or from a third party.
It is Excel Business Broking Services policy to respect the confidentiality of information and the privacy of individuals. Excel Business Broking Services is bound by the National Privacy Principles contained in the Commonwealth Privacy Act 1988.
Our policy will be reviewed from time to time to take account of new laws and technology, changes to our operations and practices and to make sure it remains appropriate to the changing environment.
- Why do we collect personal information?
Our business is to understand and meet our customers needs for a wide range of business sales functions. To do this effectively, we collect personal information that enables us to perform the following activities:
Legislative and regulatory compliance
Business appraisals
Marketing of businesses
Business profiles
Contracts
Financial reports
Research of markets
Product development
Providing services and information
Keeping and archiving records
- What information do we ask for?
Because of the nature of the products and services provided, government regulations and taxation laws, we ask for a range of personal information from our customers and providers.
The type of personal information we collect may include name, address, contact details, financial detals and employment details.
We obtain most of the information directly from our customers through contracts, forms and maintaining records of information provided in the course of ongoing business sale or customer service. We may ask for other information voluntarily from time to time, through market research, surveys or special offers to enable us to improve our service or consider the wider needs of our customers or potential customers.
Our business sales services will require us to collect and provide business sensitive information, for which a Confidentiality Undertaking is required to be signed.
- How do we use this information?
We will not use or disclose such information collected about you other than for the purposes described in this Policy, and for the purpose you would reasonably expect, a purpose required or permitted by law, or a purpose otherwise disclosed to or authorised by you.
While we may send you information from time to time that we think will be useful to you, we are conscious of the need to respect your privacy.
Unless you are informed otherwise, the personal information we hold is used for establishing and managing your business sales requirements, reviewing your ongoing needs, enhancing customer service and giving you ongoing information that we believe may be relevant to your business circumstances.
Depending on the services provided personal information may be disclosed to:
other areas within the Excel Business Broking Services organisation who provide administrative support and other services
financial planners, settlement agents, lawyers, accountants, business brokers and those who are authorised by Excel Business Broking Services to review our customer circumstances as required
other insurers, credit providers, courts, tribunals and regulatory authorities as agreed or authorised by law
anyone authorised by an individual, as specified by that individual or the contract
Generally, we require that individuals who obtain personal information as service providers to Excel Business Broking Services acknowledge the confidentiality of information, respect any individual right to privacy and comply with the National Privacy Principles.In accordance with the requirements of the National Privacy Principles contained in the Privacy Act 1988, Excel Business Broking Services Broking Services has committed to safeguard your personal information.
- Information Management
Excel Business Broking Services trains its employees and suppliers to respect the confidentiality of customer information and the privacy of individuals.
Excel Business Broking Services has appointed a General Manager to manage personal information in accordance with this statement and the Privacy Act 1988.
Your right to check your information
Under the Commonwealth Privacy Act, you have the right to check and obtain a copy of personal information held by Excel Business Broking Services.
To make a request, inform Excel Business Broking Services in writing verifying your identity and specifying what information you require.
Your request will be acknowledged within 14 days and responded to promptly.
If you consider that any action of Excel Business Broking Services breaches this Privacy Policy Statement or the National Privacy Principles or otherwise does not respect your privacy, you can make a complaint. This will be acted upon by the General Manager.
To make an enquiry or a complaint, please contact Excel Business Broking Services via the information provided on this web page.
If you are not satisfied with our response to your enquiry, you can telephone the Commonwealth Privacy Commissioner hotline on 1300 363 992.
The Excel Business Broking Services website provides interactive services to our clients.
Excel Business Broking Services may collect personal information you enter when using these services on our website.
Cookies are small pieces of text stored on your computer to help us determine computer settings you are using and which pages you have visited on our site. Excel Business Broking Services may use this information to provide better functionality and use of the web site.
Excel Business Broking Services may also use independent external service providers to track the traffic and usage on the web site.
Cookies are frequently used on many websites on the internet and you can choose if and how a cookie will be accepted by changing your preferences and options in your browser. You may not be able to access some parts of www.Excel Business Broking Services.com.au if you choose to disable the cookie acceptance in your browser. We recommend you enable cookie acceptance to benefit from all the services on the website.
The Excel Business Broking Services website may have links to external third party websites that may benefit the user.
External websites should contain their own privacy statements and we recommend you review them when using their websites.
Please note, however, that third party websites are not covered by this policy and these sites are not subject to Excel Business Broking Services policy.
