Legal

Clear Ledger Advisory is a fractional CFO and financial advisory practice based in South East Queensland. We provide bookkeeping, financial management, and CFO advisory services to small and medium-sized businesses.

Contact details:

• Business name: Clear Ledger Advisory
• Website: www.clearledgeradvisory.com.au
• Email: muhammad@clearledgeradvisory.com.au
• Phone: +61 432 480 671

We may collect the following types of personal information:

Information you provide directly:

• Name and contact details (email address, phone number, business address)
• Business information (business name, ABN, financial data, and related records)
• Information submitted through our website contact or enquiry forms
• Information provided during consultation calls or onboarding

Information collected automatically:

• Website usage data (IP address, browser type, pages visited, time spent on site)
• Cookies and similar tracking technologies — see our Cookies section below

We collect personal information:

• Directly from you when you contact us, complete a form, or engage our services
• Through our website when you browse or submit an enquiry
• From third parties where permitted by law (e.g. referral partners, accounting platforms)

We collect and use your personal information to:

• Provide and deliver our bookkeeping, financial management, and CFO advisory services
• Respond to your enquiries and schedule consultations
• Prepare proposals, engagement letters, and client onboarding documents
• Communicate with you about your account, services, or relevant updates
• Improve our website and service offering
• Comply with legal and regulatory obligations (including tax and financial reporting requirements)

We do not sell your personal information. We may share your information with:

• Third-party service providers who assist us in delivering our services (e.g. cloud accounting platforms such as Xero, practice management tools, IT support)
• Professional advisers such as accountants, lawyers, or auditors where required
• Government agencies or regulators where required or authorised by law

All third parties we engage are required to handle your personal information in accordance with applicable privacy laws.

Your personal information is stored securely using cloud-based software platforms with appropriate access controls and encryption. We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

While we take appropriate measures, no data transmission over the internet is completely secure. You provide information to us at your own risk.

Our website uses cookies and similar tracking technologies to improve your browsing experience and analyse site traffic. This includes Google Analytics, which helps us understand how visitors interact with our website, and booking or scheduling tools used to manage consultation requests. Cookies are small text files stored on your device.

You can control or disable cookies through your browser settings; however, this may affect the functionality of our website.

You have the right to request access to the personal information we hold about you, and to ask us to correct any inaccuracies. To make a request, please contact us at:

• Email: muhammad@clearledgeradvisory.com.au
• Phone: +61 432 480 671

We will respond to requests within a reasonable timeframe and in accordance with the Australian Privacy Principles.

If you believe we have not handled your personal information appropriately, please contact us in the first instance so we can address your concern.

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.

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

We may update this Privacy Policy from time to time. The updated version will be published on our website with a revised date. We encourage you to review it periodically.

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

Muhammad Ayoob
Founder and Principal, Clear Ledger Advisory
muhammad@clearledgeradvisory.com.au
+61 432 480 671
www.clearledgeradvisory.com.au