Imagine your own tax records, bank details, or confidential business plans being accessed without your consent. That’s why privacy matters — not just as a policy, but as a principle of respect and trust.
We handle sensitive financial information every day, privacy isn’t optional — it’s essential. Each time we access, store, or share a client’s data, we’re being trusted to protect it.
What Privacy Means for Us
- Access and use sensitive client data responsibly
- Communicate securely with colleagues and clients
- Store and dispose of records properly
- Respond quickly to data breaches or incidents
Respecting privacy protects our clients, our firm, and you.
Working with Client Financial Data
- Do I need this data to do my job?
- Am I storing and sharing it securely and only with authorised and verified people?
- Am I following the correct procedures?
Even small actions — like locking your screen or avoiding sensitive conversations in public — help protect privacy.
Privacy Awareness Week 2025
This year’s Privacy Awareness Week (PAW) runs from 16 to 22 June, with the theme: “Privacy – it’s everyone’s business.” Learn more on the OAIC website.
When we all take privacy seriously:
- We build trust with clients and colleagues.
- We reduce the risk of data breaches and reputational harm.
- We create a culture of respect and accountability.