Privacy Policy

At Roan Accounting and all our affiliates we recognize that your privacy is important.

Collection
At or before the time we collect personal information from you we will take reasonable steps to inform you why we are collecting that personal information, who we might disclose that personal information to and what may happen if you do not provide personal  information to us.

Use and Disclosure
We are subject to certain legislative and regulatory requirements that necessitate obtaining and holding detailed information that personally identifies you and/or contains information about you. In addition, our ability to provide you and our affiliates with our quality services is dependant on obtaining certain personal information about you, including:

Name
Address
Telephone Number(s)
Employment Details
Tax Information
Current Financial/Accounting Information
Details for financial needs and services you are seeking
And any other relevant information

Our affiliates may use the information collected from you for the purpose of providing you with direct accountancy, financial or other services.

DATA Quality
We take reasonable steps to protect the information we obtain from misuse, loss and from unauthorized access, modification or disclosure. We will not retain any of your information for any longer than it is  required except to satisfy legal requirements.

Access and Correction
You may access the information we retain and request corrections. This right of access is subject to exceptions allowed by law.
We will endeavour to ensure that at all times personal information about you that we hold is up to date and accurate. The accuracy of the personal information is dependent to a large degree on the information you provide and you should advise us if there are any  errors in your personal information

Sensitive Information
Without your consent, we will NOT collect sensitive information about you except where the information is required by law or is for the establishment, exercise of defence of a legal claim.

Identifiers
In some circumstances we are required to collect government identifiers such as your Tax File Number. We will not use or disclosure this information other than when required to do so by law, once consented by you.

Anonymity
You may deal with us anonymously where it is lawful, practicable and reasonable to do so.

Sensitive Information
Without your consent, we will NOT collect sensitive information about you except where the information is required by law or is for the establishment, exercise of defence of a legal claim.