Privacy Policy

Information we collect

We collect the information you choose to provide through our contact form: your full name, email address, telephone number, company name, the service you are interested in and the content of your message. We also record whether you consented to being contacted.

Our hosting provider automatically logs standard technical information such as IP address, browser type and pages visited. This is used to keep the site secure and to understand aggregate usage.

How we use your information

We use the information you submit to respond to your enquiry, to arrange and prepare for an initial consultation, and to maintain a record of our correspondence.

We do not sell, rent or trade personal information. We do not use your details for marketing unless you have separately asked to receive our insights by email, and every such email includes an unsubscribe link.

Legal basis for processing

Where you submit an enquiry, we process your information on the basis of your consent and our legitimate interest in responding to prospective clients. Where we are engaged, processing is necessary for the performance of our contract with you.

Sharing and third parties

We use reputable third-party providers for website hosting, email and document storage. These providers process data on our behalf under contractual confidentiality and security obligations.

We may disclose information where required by law, regulation or a valid legal request.

Data retention

Enquiry records are retained for 24 months from your last contact with us unless we enter into an engagement, in which case client records are retained for seven years in line with professional and tax obligations.

Cookies

This website uses only the cookies necessary for it to function and, where enabled, privacy-respecting analytics to understand aggregate traffic. You can block or delete cookies in your browser settings; essential site functions will continue to work.

Security

We apply appropriate technical and organisational measures to protect personal information, including encrypted transport, access controls and confidentiality obligations for anyone acting on our behalf. No method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.

Your rights

Subject to applicable law, you may request access to the personal information we hold about you, ask us to correct or delete it, object to or restrict certain processing, or withdraw consent at any time. To exercise any of these rights, contact us using the details below. We respond to verified requests within 30 days.

Children

This website is intended for business audiences and is not directed at children under 16.

Changes to this policy

We may update this policy from time to time. The revision date below reflects the most recent change, and material changes will be highlighted on this page.

Contact us

Questions about this policy or your personal information can be sent to mcokalis@forgepointadvisory.com.au or by post to Melbourne, Australia.