Privacy Policy

1. Introduction

Optivity ("we", "us", "our") respects your privacy and is committed to handling your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains how we collect, use, disclose, and protect personal information when you visit our website at optivity.com.au or engage us for advisory services.

2. What information we collect

We may collect the following categories of personal information:

• Contact information you provide via our enquiry form, email, or telephone, including your name, organisation, role, business email address, and the content of your message.
• Engagement information collected during the course of an advisory engagement, including names of personnel we work with, organisational information, and any documents or data shared with us as part of the engagement.
• Technical and analytics information automatically collected when you visit our website, including IP address, browser type, device type, pages visited, and interactions with the site. We use Microsoft Clarity to collect this information, subject to your cookie consent preferences.

We do not knowingly collect sensitive information (as defined in the Privacy Act) without your explicit consent.

3. How we use your information

We use personal information to:

• respond to enquiries and provide information about our services;
• deliver advisory services we have been engaged to provide;
• maintain and improve our website and services;
• communicate with you about engagements, including invoicing and follow-up;
• comply with our legal and regulatory obligations.

4. Cookies and analytics

Our website uses cookies and similar technologies. Strictly necessary cookies enable the site to function and are not subject to consent. Analytics cookies (Microsoft Clarity) help us understand how visitors interact with the site so we can improve it; these are only set after you have provided consent through the cookie banner. You can change your consent preferences at any time by clearing your browser data or using the cookie preferences link provided in the banner.

5. Disclosure of information

We do not sell personal information. We may disclose personal information to:

• service providers who assist us in operating our business (such as cloud hosting, email, and analytics providers), under appropriate confidentiality obligations;
• professional advisers, such as our legal and accounting providers, where reasonably required;
• regulatory or law enforcement authorities, where required or permitted by law.

Some of our service providers may be located outside Australia. Where personal information is disclosed overseas, we take reasonable steps to ensure it is handled in accordance with the APPs.

6. Storage and security

We hold personal information in secure cloud-based systems with access controls, encryption in transit, and standard administrative safeguards. We retain personal information only for as long as required for the purposes described in this policy or as required by law.

7. Your rights

You have the right to:

• request access to the personal information we hold about you;
• request correction of personal information you believe is inaccurate, out of date, or incomplete;
• withdraw consent to non-essential cookies and analytics at any time;
• make a complaint about how we have handled your personal information.

To exercise any of these rights, please contact us using the details below.

8. Complaints

If you believe we have breached the Australian Privacy Principles, please contact us first so we can investigate and respond. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Updates to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The "Last updated" date at the top of this page indicates when the policy was most recently revised.

10. Contact

For privacy-related enquiries, please contact us at [email protected].