Privacy Policy

This Policy relates to Regency Partners and our clients.

This Privacy Policy applies to our business run as Regency Partners and covers our actions as they pertain to the personal information of our clients and stakeholders.

For the purposes of this Privacy Policy, the term Regency Partners refers to any entity within the Regency Partners Group.

Committed to protecting your privacy, Regency Partners undertakes to handle your persoxqnal information in a secure, transparent, and responsible manner.

Summary of this Privacy Policy.

Essentially, this Privacy Policy sets out how we will collect, manage, and protect the personal information of our clients, suppliers, and other entities when we:

  • Provide professional services;
  • Perform activities in the operations of our business; and
  • Obtain data of users accessing our website.

When we refer to our website, we are referring to any pages accessed using the URL

Laws that cover Regency Partners regarding personal information.

In respect of personal information we collect from any party during the operation of our business, Regency Partners will comply with the Australian Privacy Principles (“APPs”) as detailed within the Australian Commonwealth Privacy Act 1988 (“Privacy Act”).

The APPs are a set of legally binding principles which govern the collection, management and handling of personal information by any organisation or agency covered by the Privacy Act.

Essentially, the principles cover any personal information held by Regency Partners for the duration of the information lifecycle. This commences at initial collection point, running through the entire time of the information being held, stored, and used, and finally once the data is no longer required and is removed/destroyed.  Throughout these various phases of the information lifecycle – the collection, storage and handling of this information is regulated by the APPs.

We strictly adhere to our obligations under the Privacy Act and require all staff to observe the APPs. Regency Partners have well-established procedures to ensure our practices accord with the legal requirements of the Privacy Act.

Types of personal information we may collect.

In delivering professional services to clients, we may require the provision of personal information.  The data collected may in some instances include employees’ details, or that of customers, suppliers or other third parties (possibly including dependents and spouses of clients’ employees).

We might also, from time to time, collect personal information from other external parties and publicly available information.

Personal information collected might include, but is not limited to:

  • Names, addresses, birth dates, contact information, including telephone and email details;
  • Marital status and gender;
  • Occupation and employer information;
  • Asset ownership and income detail;
  • Tax File Numbers; and
  • Government identifiers like passport numbers, Medicare and drivers’ licence details.

Under the Privacy Act, personal information is only to be collected where it is necessary for the activities and functions of our services. Accordingly, we will only ever seek personal information from you that is specifically required.

Information otherwise collected during our business operation.

We might also collect personal information throughout the performance of other activities which comprise the operation of our business.  Including ordinary administrative, employment or procurement functions, these activities are not directly related to the provision of professional services.

We could also collect information for the purposes of research, marketing, and community initiatives. In such cases, not only would information be handled and managed strictly in accordance with the APPs, we would seek to be transparent about these interactions. Where appropriate, we would notify impacted persons that their information was to be retained and the reason for the collection of information.

Information collected via our website.

Personal contact information might be captured by our website for the purposes of issuing accounting and tax news, industry briefings and promotional material.  Such information will not be involuntarily collected. Regency Partners will be transparent about the collection of such information under these circumstances, and be upfront about the intended use for such data.

Your personal information.

Personal information is collected to provide services to our clients.

Personal information collected by Regency Partners in the course of provision of professional services is strictly for the purpose of providing clients with agreed services. Information will be held securely and not supplied to any third parties, except where necessary in the provision of professional services, or to comply with a legal order.

If required, we could use your information for the purpose of:

  • Managing and administering your affairs in terms of your instructions;
  • Assisting with processing transactions for you; and
  • Maintaining contact with you.

All Regency Partners clients will have an agreement with us regarding the services we will provide and we will not use any information held on behalf of the client for any other purpose.

Information is also collected while performing other activities in the operation of our business.

Where personal information is collected, not in respect of the provision of services to our clients, but otherwise in the course of operating our business, this information would be collected and managed in accordance with the Privacy Act.  Furthermore, this data would only be used for a lawful purpose and for the ostensible reason of its collection.

The information collected might vary dramatically according to the nature of the activity, however we will always seek to be transparent about these interactions and where appropriate, inform impacted persons regarding the reason for the collection of information.

How do we use information collected via this Website or through other sources?

Information collected through the website might be used for the purposes of building mailing lists for marketing purposes. Industry briefings or promotional material which might be sent out would be done only with the explicit consent of users.  We will be transparent and upfront about the collection of this information and its intended use.

We won’t provide your information to a third party unless you ask us to, and we won’t ever sell your personal information.

We won’t share your personal information with third parties, unless it is necessary to the services we are providing, and you expressly permit it.

For example, we may disclose your information to:

  • Parties engaged to provide products and services in respect of your dealings with us; or
  • Parties directly engaged in providing professional services on your account.

If we were to provide your personal information to another entity, we would require that third party to acknowledge its obligation to protect your information under the Privacy Act.

We will never sell your information to a third party.

In the rare circumstance that we are compelled by legal authority to provide your personal information to a third party, we would only do so where we:

  • Had to comply with an order from a regulatory body, government organisation, or a law enforcement agency; or
  • Had a legal or professional obligation to disclose.

Occasionally, we might aggregate non-personal, de-identified information for the purposes of research or analysis.  Any information collated and used in this manner would be handled strictly in accordance with the Privacy Act.

Protection for your personal information.

Your personal information may be stored in physical or online records. Both information in hard copy and electronic format will be secured by a range of physical, operational and technological measures.

Such measures include:

  • Controls restricting staff access to personal information;
  • Processes and procedures supported by staff training and management oversight, ensuring staff are aware of their obligations under the Privacy Act, and complying with protocols regarding the collection and management of personal information;
  • Security measures and system design features, including information systems, anti-virus software, firewalls, and encryption technology; and
  • Physical security of office premises, secure handling procedures, and controlled storage and destruction of records.


Access to your personal information.

Your personal information can be accessed, and you may seek to have that information updated or corrected.

If you require access, or want to correct information that we hold regarding you, please contact the Regency Partners Office Manager and Privacy Officer at:


Office Manager
Regency Partners
642 Newcastle St
Leederville  WA  6007

We will respond promptly to any request and our team will contact you (by email or telephone) to provide the access required and assist with any corrective action.

Privacy queries we receive will be treated seriously and processed without delay.


What if my query is still not satisfactorily resolved?

If your concerns have not been addressed, or you remain unsatisfied about the handling of your personal information, you have a further option available to you.

You are able to register a complaint with the Office of the Australian Information Commissioner (OAIC).  The Commissioner’s details are as follows:

Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001

tel. 1300 363 992

or online:

Where do I go to find out more about Privacy?

Further information regarding privacy and the protection of privacy, is available at the Office of the Australian Information Commissioner’s website at URL