1. Collection of Personal Information
We may collect personal information such as your name, contact details, financial information, and any other data necessary to provide our services. This information is collected in accordance with the Privacy Act 1988 (Cth).
2. Use of Personal Information
We use personal information to:
• Deliver our accounting, tax, and advisory services.
• Communicate with you regarding your engagement with us.
• Fulfill legal and regulatory obligations.
3. Disclosure of Personal Information
We may disclose personal information to:
• Third-party service providers, such as cloud-based software platforms (e.g., Xero, FYI, Asana).
• Regulatory authorities, if required by law.
• Other parties with your express consent.
4. Storage of Personal Information
Your personal information is stored securely, including on cloud-based platforms located in Australia, the United States, and Singapore. We take reasonable steps to ensure these platforms comply with Australian Privacy Principles.
5. Your Rights
You have the right to:
• Access the personal information we hold about you.
• Request corrections to your personal information if it is inaccurate or incomplete.
• Withdraw consent for the use of your personal information (subject to legal obligations).
6. How to Contact Us
For privacy-related inquiries or to access your personal information, please contact us hello@lumosadvisory.com.au
By engaging with Lumos Advisory, you acknowledge and accept the terms of this Privacy Policy.
Our name is new, but we’ve been around for a while. Lumos Advisory unites the expertise of seven renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, TFC Financial, David Gengos & Company and Bloom Wealth & Finance
We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples. Always was, always will be, Aboriginal land.
Lumos Advisory unites the expertise of seven renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, TFC Financial, David Gengos & Company and Bloom Wealth & Finance
