Privacy Policy

1. Purpose

MarketingSteve (we, us, our) respects the privacy of individuals and is committed to handling personal information responsibly, securely and transparently.

This Privacy Policy explains how we collect, use, store, disclose and manage personal information in connection with our business operations, website and professional services.

We handle personal information in accordance with applicable Australian privacy laws and the commitments outlined in this policy.

2. Personal Information We Collect

We may collect personal information reasonably necessary to operate our business, respond to enquiries and provide services.

This may include:

Names, business names, job titles and contact details.
Information submitted through website enquiry forms.
Correspondence, meeting records and communications.
Client and supplier contact information.
Business information provided during consultations or engagements.
Billing, transaction and administrative records.
Other information voluntarily provided in connection with our services.

We do not ordinarily require sensitive personal information, such as health information, government identification documents or financial account credentials.

Individuals should avoid submitting sensitive or unnecessary personal information through our website or general communication channels.

3. How We Collect Information

We may collect information directly through:

Website enquiry forms, including forms provided through Tally.
Email, telephone and other business communications.
Meetings, consultations and professional engagements.
Client onboarding and service delivery.
Referrals, publicly available business information and other lawful sources.

Our website uses Tally to collect enquiry submissions. Information entered into these forms is processed through Tally's systems and made accessible to us for the purpose of managing enquiries.

4. How We Use Personal Information

We may use personal information to:

Respond to enquiries and communicate with prospective clients.
Provide, administer and improve our professional services.
Prepare proposals, agreements, invoices and other business documentation.
Manage client and supplier relationships.
Maintain appropriate business and financial records.
Comply with legal and regulatory obligations.
Protect our legitimate business interests and resolve disputes.

We may also use contact information for business updates or marketing communications where permitted by law.

Individuals may opt out of marketing communications at any time.

We do not sell personal information or use it for unrelated commercial purposes without appropriate authorisation.

5. Client Information

In delivering marketing advisory, leadership and related services, we may access information owned or controlled by our clients, including personal information relating to their customers, employees or other individuals.

Where reasonably practicable, client information is accessed and managed through systems and platforms owned or controlled by the client.

We seek to minimise unnecessary downloading, duplication and storage of client personal information.

Where information must be stored within our own systems or devices for legitimate working purposes, reasonable security measures are applied.

Clients remain responsible for ensuring they are authorised to provide information to us and that its proposed use complies with applicable law.

We use client information only for authorised purposes connected with the relevant engagement, subject to applicable legal requirements.

6. Disclosure to Third Parties

We may disclose personal information to third parties where reasonably necessary to operate our business or deliver agreed services.

These may include:

Cloud storage, email and business software providers.
Website hosting and online form providers, including Tally.
Professional advisers, including accountants, legal advisers and insurers.
Authorised contractors or service providers assisting with agreed work.
Regulatory authorities or other parties where disclosure is required or authorised by law.

We take reasonable steps to limit disclosures to what is necessary and to use service providers with appropriate confidentiality and security arrangements.

We do not disclose client information to unrelated third parties for their own marketing purposes.

7. Overseas Storage and Disclosure

Some third-party services used by our business may store or process information outside Australia.

For example, Tally is based in Europe and states that form submission data is stored in Europe.

Other cloud-based service providers may process information in additional jurisdictions, depending on their systems and contractual arrangements.

Where applicable law requires it, we take reasonable steps to ensure overseas disclosures are appropriately managed.

8. Data Security

We take reasonable steps to protect personal information within our possession or control against loss, misuse, unauthorised access, modification and disclosure.

Our security practices include, where appropriate:

Access controls and secure authentication.
Password protection and multi-factor authentication.
Device and software security measures.
Restricted access to confidential information.
Secure storage and transfer methods.
Appropriate retention and deletion practices.

Although reasonable safeguards are maintained, no electronic communication or storage system can be guaranteed to be completely secure.

If a data security incident occurs, we will assess and respond to it in accordance with applicable legal obligations.

9. Artificial Intelligence

We may use artificial intelligence-assisted tools to support research, analysis, strategy development, content preparation and other professional activities.

We do not intentionally submit identifiable personal information, sensitive information or materially confidential client information to external generative AI services without appropriate authorisation and consideration of applicable legal and security requirements.

AI-assisted work remains subject to professional review and oversight.

10. Retention and Disposal

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, to meet applicable legal and record keeping requirements, or to establish or defend legal claims.

When information is no longer reasonably required, we take appropriate steps to securely delete or de-identify it, subject to legal obligations and practical limitations associated with routine backups.

11. Access and Correction

Individuals may contact us to request access to personal information we hold about them or to request correction of inaccurate, incomplete or outdated information.

We will consider and respond to requests within a reasonable timeframe, subject to applicable legal requirements and permitted exceptions.

Where information is held on behalf of a client, we may refer the request to the relevant client where appropriate.

12. Privacy Enquiries and Complaints

Individuals who have questions or concerns about the handling of their personal information may contact us using the details below.

We will review privacy complaints and take reasonable steps to respond and resolve substantiated concerns.

Where applicable law provides a right to complain to a privacy regulator, individuals may also exercise that right.

13. Changes to This Policy

We may update this policy to reflect changes in business operations, technology, legal requirements or information-handling practices.

The latest version will be available on our website.

14. Contact Details

Business: MarketingSteve
ABN: 52719351544
Email: info@marketingsteve.com
Website: marketingsteve.com

For privacy enquiries, access or correction requests, or complaints, please contact us using the details above.