How we collect, use and protect your personal information, and our professional registration details.
Last updated: July 2026. This document is a starting template and should be reviewed and approved by Molly (or the firm's compliance/legal adviser) before it is relied upon.
Above Advisory Pty Ltd (ABN 34 677 389 203) ("Above Advisory", "we", "us" or "our") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains how we collect, use, disclose and protect the personal information of our clients and website visitors.
We may collect personal and financial information necessary to provide accounting, taxation and advisory services, including:
We use your personal information to prepare and lodge financial statements, tax returns and other lodgements; to provide bookkeeping, payroll and advisory services; to communicate with you; to meet our legal and professional obligations; and to administer our services.
We may disclose your information to the Australian Taxation Office and other government agencies as required, to third-party software and service providers who assist us in delivering our services, and where required or authorised by law. We do not sell your personal information.
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification and disclosure, including through secure cloud-based systems and access controls.
You may request access to, or correction of, the personal information we hold about you by contacting us using the details below. We will respond within a reasonable period.
If you have a question or complaint about how we handle your personal information, please contact us at mlim@aboveadvisory.com.au or on 0425 448 632. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
Registered Tax Agent. Above Advisory is a Registered Tax Agent (Tax Agent Number 26250237), regulated by the Tax Practitioners Board (TPB). As a registered tax agent, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009. You can verify our registration on the TPB Register at tpb.gov.au.
Professional indemnity insurance. Above Advisory maintains professional indemnity insurance that meets the requirements of the Tax Practitioners Board, providing protection for the professional services we deliver to our clients.
Professional membership. Above Advisory is a member of Chartered Accountants Australia & New Zealand (CA ANZ) and adheres to its professional and ethical standards.
The compliance statements above contain regulated wording. Please confirm all registration numbers, insurance details and membership statements with Molly before making any changes.