Effective 22 August 2026. This policy should be reviewed when the operating legal entity, service providers, countries of processing or production upload architecture changes.
1. Who this policy covers
“Advicedial”, “Adial”, “we”, “us” and “our” refer to the operator of the Advicedial technology and advice-operations service. This policy applies to website visitors, business contacts, prospective customers and people whose information is provided in an authorised business enquiry.
2. Information we collect
We may collect names, work contact details, organisation and role information, AFSL relationship, technology environment, workflow descriptions, commercial requirements, communications and documents voluntarily submitted for assessment. We ask that initial uploads contain only blank templates or appropriately redacted and de-identified samples.
We may also collect technical information such as IP address, browser type, device information, timestamps, referring pages and security or form-submission metadata generated by hosting and security providers.
3. How we collect information
We collect information directly through website forms, meetings, correspondence and authorised document handoffs. We may receive business contact or workflow information from an organisation, licensee, adviser, paraplanner, implementation partner or other authorised representative.
4. Why we collect and use it
We use information to respond to enquiries; assess workflow, integration and security requirements; prepare proposals; perform due diligence; configure and deliver approved services; manage contracts, billing, support and security; improve our services; comply with law; and investigate misuse or incidents. We do not use submitted client information to provide financial product advice.
5. Consent and authority
Do not provide information about another person unless you are authorised to do so and the collection is lawful and necessary. Do not upload passwords, authentication secrets, tax file numbers or unnecessary identity, bank, health or signature information. Where live client information is required, use only the protected method approved for the engagement.
6. Disclosure and service providers
We may disclose information to hosting, form-processing, secure-storage, cloud, communications, identity, analytics, professional-adviser and support providers where reasonably necessary. We may also disclose information to a customer’s authorised personnel or systems, or where required or authorised by law. We do not sell personal information.
7. Overseas processing
Some technology providers may store or process information in the United States and other countries in which they or their subprocessors operate. Exact providers and locations may change and, for production customer data, should be documented in the applicable agreement, data-processing terms and security schedule.
8. Security and retention
We take reasonable technical and organisational steps designed to protect information against misuse, interference, loss and unauthorised access, modification or disclosure. No internet transmission or storage system is guaranteed to be completely secure. We retain information only for as long as reasonably required for the stated purposes, legal obligations, dispute management and agreed customer requirements, then delete or de-identify it where lawful and practicable.
Website forms containing file uploads and personally identifiable information require a protected production configuration. Advicedial’s public onboarding form is intended for redacted or de-identified samples; live client records require an approved secure upload path.
9. Access and correction
You may ask to access or correct personal information we hold about you. Submit a request through the website onboarding/contact form and clearly mark the message “Privacy: access or correction request”. We may need to verify identity and authority before acting.
10. Privacy questions and complaints
Submit privacy questions or complaints through the website form and mark the message “Privacy complaint”. We will acknowledge and investigate the matter and communicate the outcome. If you are not satisfied, you may contact the Office of the Australian Information Commissioner.
11. Cookies and external links
The website may use essential hosting and security technologies. If optional analytics, advertising or non-essential cookies are introduced, the site and this policy should be updated and any required consent mechanism implemented. External websites have their own privacy practices.
12. Changes
We may update this policy to reflect legal, operational or technology changes. The current version and effective date will be published on this page.