Privacy Policy

Effective date: 1 July 2025  |  Operated by Everco Pty Ltd (ABN to be inserted) trading as CFO Copilot

CFO Copilot is committed to protecting your privacy. This Privacy Policy explains how Everco Pty Ltd ("we", "us", "our") collects, uses, discloses, and safeguards personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. What Information We Collect

We may collect the following types of personal information:

• Contact details — name, email address, phone number, and company name provided through our contact form or booking calendar.
• Business information — details about your business that you share during consultations or engagements.
• Financial information — information necessary to deliver CFO, accounting, or advisory services (collected under separate engagement agreements).
• Usage data — anonymised data about how you interact with our website (pages visited, time spent), collected via cookies or analytics tools.

2. How We Collect Information

We collect personal information directly from you when you:

• Complete and submit our contact form;
• Book a call through our online calendar;
• Engage us for professional services;
• Subscribe to email communications; or
• Correspond with us by email, phone, or in person.

We may also collect information automatically through cookies and web analytics when you visit our website.

3. Why We Collect and Use Your Information

We use your personal information to:

• Respond to your enquiries and schedule consultations;
• Provide and manage our professional CFO and advisory services;
• Send relevant updates, newsletters, or service information (where you have consented);
• Improve our website and services;
• Meet our legal and regulatory obligations.

We will not use your information for purposes unrelated to those above without your consent.

4. Disclosure of Information

We do not sell, rent, or trade your personal information. We may share it with:

• Service providers — third parties that assist us in operating our business (e.g. cloud storage, accounting software, email platforms), bound by confidentiality obligations;
• Professional advisers — our lawyers, accountants, or insurers, where necessary;
• Regulators or authorities — where required by law or court order.

5. Data Storage and Security

Your information is stored securely using reputable cloud services. We implement reasonable technical and organisational measures to protect your information against unauthorised access, loss, or misuse. However, no transmission of data over the internet can be guaranteed to be completely secure.

6. Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyse site usage. You may disable cookies through your browser settings, though some website features may be affected.

7. Access and Correction

You have the right to request access to the personal information we hold about you, and to request corrections where it is inaccurate, incomplete, or out of date. To make a request, please contact us using the details below.

8. Complaints

If you believe we have mishandled your personal information, please contact us in the first instance. If your complaint is not resolved, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website with the effective date noted above.

Contact Us

For any privacy-related questions or requests, please contact:

Everco Pty Ltd trading as CFO Copilot
Email: hello@cfopilot.com.au
Melbourne, Victoria, Australia