Privacy and Information Protection Policy

Casey Helman Consulting Pty Ltd

ABN: 53 660 069 894

Effective Date: 03/05/2025
Last Updated:  03/05/2025

1. Purpose

This Privacy and Information Protection Policy outlines how Casey Helman Consulting (“we”, “our”, “us”) collects, stores, uses, and protects your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

We are committed to safeguarding the privacy of our clients, partners, and website visitors and to managing personal information in a transparent and secure manner.

2. What Information We Collect

We may collect and hold the following types of personal information:

• Full name
• Email address
• Phone number
• Job title and organisation
• Details of enquiries or feedback
• Information provided through forms, surveys, or consultations
• Usage data via cookies and website analytics tools

In limited circumstances, we may collect sensitive information (e.g. related to educational needs, staff qualifications, or professional background) where it is necessary and you have provided consent.

3. How We Collect Information

We collect personal information through:

• Direct interactions (e.g. via email, phone, meetings)
• Online forms, webinar registrations, and downloads
• Our website (including cookies and analytics tools)
• Participation in surveys, feedback forms, or events

Where practical, we will collect personal information directly from you. If we receive your information from a third party, we will take reasonable steps to ensure you are aware.

4. Why We Collect Your Information

We collect, use, and disclose personal information for the following purposes:

• To deliver educational and compliance consulting services
• To respond to your enquiries or provide updates about our services
• To manage client relationships and project communications
• To improve our website, services, and customer experience
• For administrative, legal, and quality assurance purposes
• To send marketing communications (you can opt out at any time)
•  
• Use and Disclosure
• Use and Disclosure

We will not sell, rent, or lease your personal information. We may disclose your information:

• To trusted service providers who assist us in operating our business (e.g. IT, cloud services, and email marketing platforms)
• Where required or authorised by law
• With your consent or direction

All third parties handling your information are contractually obligated to protect your data and use it only for authorised purposes.

6. Storage and Security

We take reasonable steps to protect the personal information we hold from misuse, interference, loss, unauthorised access, modification, or disclosure. Measures include:

• Password-protected systems and platforms
• Secure cloud storage (e.g. Microsoft 365, Google Workspace)
• Access controls and staff confidentiality obligations

Personal information is only retained for as long as necessary to fulfil the purpose it was collected for or as required by law.

7. Access and Correction

You have the right to request access to your personal information and to request correction of any inaccurate or incomplete information.

To do this, please contact us using the details in Section 10.

8. Cookies and Website Analytics

Our website uses cookies and third-party analytics tools (such as Google Analytics) to improve functionality and user experience. Cookies collect anonymised data such as pages visited, browser type, and time spent on the site. You can disable cookies via your browser settings.

9. Complaints and Concerns

If you believe we have breached your privacy or mishandled your personal information, please contact us using the details below. We take all complaints seriously and will respond promptly.

If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC):
www.oaic.gov.au | 1300 363 992

12. Contact Us

For any privacy-related enquiries, access or correction requests, or complaints, please contact:

Casey Helman Consulting

info@caseyhelman.com.au
0424 506 405
Based in Victoria, Australia

11. Updates to This Policy

This policy may be updated periodically to reflect changes to our practices or legal obligations. The latest version will always be available on our website. Continued use of our services or website constitutes acceptance of any changes made.