Privacy Policy

Effective: August 2026

Aligned Advisory respects your privacy and is committed to handling personal information responsibly, transparently and securely.

This Privacy Policy explains how Aligned Advisory collects, uses, stores, protects and discloses personal information when you visit our website, contact us or engage Aligned Advisory to provide advisory services.

1. About Aligned Advisory

Aligned Advisory provides strategic health, safety and wellbeing advisory services, including evidence-led analysis to help organisations make better decisions about safety risk, strategy and investment.

For the purposes of this Privacy Policy:

Business name: Aligned Advisory
ABN: 43 633 988 163
Location: Brisbane, Queensland, Australia

2. Information We May Collect

The information we collect depends on how you interact with Aligned Advisory.

Website and business enquiries

We may collect personal information such as:

  • your name;

  • organisation and position;

  • email address and telephone number;

  • information submitted through our website;

  • information provided during discussions about potential or current services; and

  • correspondence and other information relevant to managing our relationship with you.

Client engagements

In providing advisory services, Aligned Advisory may receive information supplied by clients that is relevant to the agreed scope of an engagement.

Depending on the engagement, this may include information relating to:

  • workplace health and safety performance;

  • incidents, hazards and risk;

  • workers' compensation and claims;

  • workforce absence, turnover and other workforce indicators;

  • organisational or workforce surveys;

  • operational performance;

  • financial and cost information;

  • governance, assurance and risk management;

  • organisational structures and workforce characteristics; and

  • other organisational information relevant to the analysis or advice being provided.

Some client-provided information may contain personal information or sensitive information, including information relating to an individual's health or injury.

Aligned Advisory seeks to minimise the collection of identifiable personal information and, wherever reasonably practicable, requests and uses aggregated or de-identified information where individual identification is not necessary for the engagement.

3. How We Collect Information

We may collect information when you:

  • submit an enquiry through our website;

  • contact us by email, telephone, LinkedIn or other business communication channels;

  • engage Aligned Advisory to provide advisory services;

  • provide information or documents as part of an engagement; or

  • communicate with us during a business relationship.

Information relating to employees, workers or other individuals may also be provided to Aligned Advisory by a client organisation as part of an agreed engagement.

Clients are expected to ensure that information provided to Aligned Advisory has been collected and disclosed lawfully and that they have any necessary authority, consent or other lawful basis to provide that information. Aligned Advisory will handle information received in accordance with applicable privacy obligations, agreed engagement requirements and its information-handling practices.

4. How We Use Information

We may use information to:

  • respond to enquiries;

  • scope and provide advisory services;

  • analyse organisational safety, workforce, operational and financial information;

  • identify patterns, risks, drivers and improvement opportunities;

  • evaluate potential interventions and strategic options;

  • undertake commercial, cost-benefit or potential return-on-investment analysis;

  • develop evidence-informed recommendations and business cases;

  • communicate with clients about engagements;

  • manage client and business relationships;

  • improve our services and website; and

  • meet legal, regulatory, contractual and professional obligations.

Aligned Advisory will only use personal information for the purpose for which it was collected or for another purpose that is reasonably related to that purpose, unless otherwise authorised or required by law.

5. Data Minimisation and De-identification

Aligned Advisory applies a data-minimisation approach to client information.

Where individual-level information is not necessary to achieve the purpose of an engagement, we seek to work with aggregated, anonymised or de-identified information.

Where identifiable information is required, access and use will be limited to what is reasonably necessary for the agreed engagement.

6. Disclosure and Service Providers

Aligned Advisory does not sell, rent or trade personal information.

Information may be disclosed where reasonably necessary:

  • to provide agreed services;

  • to approved technology or professional service providers supporting our business operations;

  • where required or authorised by law; or

  • where you or the relevant client has provided consent or authorisation.

Aligned Advisory may use reputable third-party technology providers for services such as website hosting, email, document storage, communication, data analysis and other business functions.

We take reasonable steps to select and use service providers with appropriate privacy and information-security practices and to limit the information provided to what is necessary for the relevant purpose.

7. Overseas Storage and Processing

Aligned Advisory uses third-party technology and service providers to support its business operations. While core client records are generally maintained within Aligned Advisory's Microsoft 365 business environment, some providers may store, process or otherwise handle information outside Australia.

Aligned Advisory's Microsoft 365 environment provides Australian data-residency commitments for core services including Exchange Online, SharePoint, OneDrive and Microsoft Teams. Some associated Microsoft services and functionality may involve processing or storage outside Australia.

Other technology providers used by Aligned Advisory, including website hosting and certain technology-assisted services, may process information in overseas locations, including the United States and other countries in which those providers or their service providers operate.

Aligned Advisory takes reasonable steps to understand the privacy, security and data-location arrangements of service providers used to handle personal or client information and to limit the information provided to what is reasonably necessary for the relevant purpose.

Where a client engagement involves specific data-residency, confidentiality, security or cross-border disclosure requirements, these requirements will be identified and addressed as part of the engagement arrangements before relevant information is provided to an external service.

8. Use of artificial intelligence and analytical tools

Aligned Advisory may use technology-assisted analytical tools, including artificial intelligence, to support aspects of its work where appropriate.

We seek to minimise the use of identifiable personal information in these tools and prefer aggregated, de-identified or synthetic information where practicable.

Identifiable, confidential or sensitive client information will not be provided to external AI services unless the proposed use is appropriate for the engagement and relevant confidentiality, privacy, security and client requirements have been addressed.

Aligned Advisory retains professional oversight of AI-assisted work and does not rely on automated outputs as a substitute for professional judgement.

9. Website and Cookies

Our website may use cookies or similar technologies to support website functionality and understand how the website is used.

These technologies may collect information such as:

  • pages visited;

  • browser type;

  • device information; and

  • general website usage patterns.

This information may be used to understand website performance and improve user experience.

10. Security of Information

Aligned Advisory takes reasonable administrative, technical and organisational measures to protect information from misuse, interference, loss, unauthorised access, modification or disclosure.

Measures may include access controls, secure business systems, appropriate authentication and security settings, data minimisation and secure storage practices.

No method of electronic transmission or storage can be guaranteed to be completely secure.

11. Retention and Disposal

Aligned Advisory retains personal and client information only for as long as reasonably necessary for the purpose for which it was collected, to meet contractual requirements, or to comply with legal, regulatory, insurance or professional obligations.

When information is no longer reasonably required, Aligned Advisory will take reasonable steps to securely delete, destroy or de-identify it, subject to any applicable retention requirements.

Specific retention or deletion requirements may also be agreed with clients as part of an engagement.

12. Access and Correction

You may request access to personal information Aligned Advisory holds about you or ask us to correct information that is inaccurate, incomplete or out of date.

To make a request, please contact:

Email: dani@alignedadvisory.com.au

We may need to verify your identity before providing access or making a correction.

13. Privacy Concerns and Complaints

If you have concerns about how Aligned Advisory has handled your personal information, please contact us using the details below and provide sufficient information for us to understand and investigate your concern.

We will acknowledge and investigate privacy complaints and aim to respond within a reasonable timeframe.

If you are not satisfied with our response and the Privacy Act 1988 (Cth) applies to the matter, you may be able to make a complaint to the Office of the Australian Information Commissioner (OAIC).

14. Contact Us

For questions, requests or concerns relating to this Privacy Policy or the handling of personal information, please contact:

Aligned Advisory
Brisbane, Queensland, Australia
Email: dani@alignedadvisory.com.au

15. Changes to This Policy

Aligned Advisory may update this Privacy Policy from time to time to reflect changes to our services, business practices, technology or legal requirements.

The current version will be published on the Aligned Advisory website with its effective date.