Privacy Policy

Your privacy matters to us. This policy explains how we collect, use, and protect your personal information when you use our operational budgeting services.

Last Updated: March 15, 2025

Information We Collect

When you engage with Expand-Drive's budgeting services, we collect information that helps us provide better financial guidance. We're transparent about what we gather and why it matters for your budgeting success.

Personal Information

  • Contact details including name, email address, and phone number
  • Business information such as company name, industry type, and size
  • Financial data relevant to operational budgeting and planning
  • Communication preferences and service requirements

Technical Information

  • Website usage data and interaction patterns
  • Device information and browser specifications
  • Session data and access timestamps
  • Cookies and similar tracking technologies

How We Use Your Information

Your information helps us deliver personalised budgeting solutions that actually work for Australian businesses. We don't just collect data – we use it purposefully to improve your financial planning experience.

  • Providing customised operational budgeting advice and recommendations
  • Communicating about services, updates, and relevant financial insights
  • Improving our budgeting tools and educational resources
  • Complying with Australian financial services regulations and reporting requirements
  • Analysing trends to better serve the Australian business community
  • Protecting against fraud and ensuring secure financial data handling

Important: We never sell your personal information to third parties. Your financial data stays confidential and is used solely to provide you with better budgeting support.

Data Sharing and Disclosure

We keep your information secure and only share it when necessary for service delivery or legal compliance. Transparency is crucial when handling your business's financial details.

Authorised Service Providers

We work with trusted partners who help deliver our budgeting services. These include cloud hosting providers, communication platforms, and financial data processors. All partners must meet strict confidentiality and security standards.

Legal Requirements

We may disclose information when required by Australian law, including compliance with the Privacy Act 1988, Australian Securities and Investments Commission (ASIC) requirements, and court orders. We'll notify you of such requests unless legally prohibited.

Your Privacy Rights

Under Australian privacy law, you have significant control over your personal information. We make it easy to exercise these rights and manage your data preferences.

Access Your Data

Request a copy of all personal information we hold about you, including how it's being used and who has access to it.

Correct Information

Update or correct any inaccurate personal details to ensure your budgeting advice remains relevant and accurate.

Delete Your Data

Request deletion of your personal information, subject to legal retention requirements for financial services.

Restrict Processing

Limit how we use your information while still maintaining necessary records for compliance purposes.

To exercise any of these rights, simply contact our privacy team. We respond to all requests within 30 days and never charge fees for legitimate privacy requests.

Data Security and Protection

Protecting your financial information is our top priority. We use multiple layers of security to keep your data safe from unauthorised access or misuse.

  • End-to-end encryption for all financial data transmission and storage
  • Regular security audits and penetration testing by independent experts
  • Multi-factor authentication for team access to client information
  • Secure Australian data centres with 24/7 monitoring and backup systems
  • Staff training on privacy protection and confidential information handling
  • Incident response procedures for any potential security breaches

Data Retention

We keep your information only as long as needed to provide services or meet legal requirements. Financial records are typically retained for seven years as required by Australian taxation law. Marketing information is deleted within two years of your last interaction unless you've opted to stay in touch.

Cookies and Online Tracking

Our website uses cookies to improve your experience and help us understand how you interact with our budgeting resources. You control your cookie preferences through your browser settings.

Types of Cookies We Use

  • Essential cookies for website functionality and security
  • Analytics cookies to understand website usage patterns
  • Preference cookies to remember your settings and choices
  • Communication cookies for customer support chat functionality

Most browsers accept cookies automatically, but you can modify your settings to decline cookies. However, this might limit some website features or personalisation options.

International Data Transfers

While we primarily store data within Australia, some service providers may process information overseas. When this occurs, we ensure adequate protection through binding agreements and compliance with Australian privacy standards.

Countries where data may be processed include the United States and European Union nations, all of which have adequate privacy protections or specific safeguards in place for Australian customer data.

Changes to This Policy

We review and update this privacy policy annually or when significant changes occur to our services. You'll be notified of any material changes via email or through our website announcements.

Previous versions of this policy are archived and available upon request. We encourage you to review this policy periodically to stay informed about how we protect your information.

Children's Privacy

Our budgeting services are designed for business owners and financial professionals. We don't knowingly collect personal information from individuals under 18 years of age. If you believe we've inadvertently collected such information, please contact us immediately for removal.

Privacy Questions or Concerns?

Our privacy team is here to help with any questions about your data protection rights or this policy.

Email: support@expand-drive.com

Phone: +61 7 3103 9779

Address: 318 Hope St, Brunswick West VIC 3055, Australia

We respond to all privacy inquiries within 48 hours during business days.