Privacy Policy

Last Updated: 3 March 2025

1.Introduction

Levers Financial Management (“we,” “our,” or “us”) is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal and financial information.

2. Information We Collect

Personal Information – Name, email, phone number, business details.
Financial Data – Accounting records, transaction history, and financial reports.
Website Usage Data – Cookies and analytics for website improvements.

3. How We Use Your Information

We use collected information to:

Provide bookkeeping, financial insights, and compliance monitoring.
Generate reports and analysis for client decision-making.
Improve our services and comply with legal obligations.

We do not sell or share data with third parties unless required by law.

4.Data Security

We implement strict security measures to protect client data, but we cannot guarantee absolute security. Clients should also take precautions when sharing financial information electronically.

5.Your Rights

You have the right to:

Access, update, or request deletion of your data.
Opt out of marketing communications.

6.Changes to This Policy

We may update this policy periodically. Any changes will be posted on our website.

For privacy-related inquiries, contact us at: hello@leversfinancialmanagement.com.au