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Who we are
CFO Pilot (including CFO Copilot) is an Australian fractional CFO and financial advisory practice. We provide senior financial leadership, CFO services, financial strategy, tax structuring, grant compliance, and board-level advisory services to small and medium businesses and startups.
CFO Pilot is operated by Frank ("we", "us", or "our"). This Privacy Policy explains how we manage personal information in accordance with the Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles (APPs).
Last updated: June 2026 | This policy may be updated from time to time. The current version is always available on our website.
Business name
CFO Pilot
Location
Victoria, Australia
Website
Privacy enquiries
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What personal information we collect
The types of personal information we may collect include:
Contact & identity information
- Your name, job title, and business name
- Email address and phone number
- Postal or business address
Business & financial information (engaged clients)
- Financial statements, management accounts, and cashflow data
- Business structure, ownership, and governance information
- Information about your employees or business operations
- Details provided in the course of delivering CFO or advisory services
Website usage information
- IP address, browser type, and device information
- Pages visited, referral source, and time on site
- Information submitted via our contact form or booking calendar
We do not collect sensitive information (such as health, racial, or political information) unless directly relevant to a specific engagement and with your explicit consent.
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How we collect your information
We collect personal information:
- Directly from you when you complete our contact form, book a consultation, or email us
- In the course of providing services, through meetings, documents, and correspondence
- From your authorised representatives (e.g. your company accountant or legal adviser)
- Via automated means when you visit our website (see Cookies & Analytics below)
- From publicly available sources, such as your company's website or ASIC records
Where practicable, we collect personal information directly from you.
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Why we collect your information
We collect, hold, use, and disclose your personal information for the following primary purposes:
- To respond to your enquiries and provide you with a quote or consultation
- To deliver fractional CFO, advisory, or other professional services to you
- To manage our ongoing client relationship and service delivery
- To issue invoices and manage payment
- To comply with our legal and professional obligations
- To improve our website and services
We will not use or disclose your personal information for a secondary purpose unless you have consented, or it is required or authorised by law.
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Disclosure of personal information
We may disclose your personal information to third parties in limited circumstances:
Service providers
- Website hosting and platform providers
- Calendar and scheduling software providers
- Cloud storage and productivity tools
- Accounting and invoicing software
Professional advisers
- Our legal advisers, accountants, or insurers, where necessary
- With your prior consent, other advisers or specialists engaged to assist with your matter
Law and regulation
- Government agencies or regulators where required by law (e.g. the ATO, ASIC)
- Courts, tribunals, or law enforcement agencies where required by legal process
We do not sell, rent, or trade your personal information to any third party for marketing purposes.
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Overseas disclosure
Some of our service providers (such as cloud software platforms) may store or process data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure those recipients handle your information in a manner consistent with the APPs.
By providing your personal information to us, you acknowledge that we may transfer it to overseas recipients in these limited circumstances.
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Security of your information
We take reasonable steps to protect the personal information we hold from misuse, interference, loss, and from unauthorised access, modification, or disclosure. These steps include:
- Use of password-protected and encrypted systems
- Access controls limiting who can view sensitive information
- Use of reputable, security-conscious third-party platforms
- Secure deletion or de-identification of data when no longer required
No internet transmission is completely secure. If you have concerns about the security of information you have submitted to us, please contact us directly.
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Access and correction
Under APP 12 and 13, you have the right to:
- Request access to the personal information we hold about you
- Request that we correct any personal information that is inaccurate, out-of-date, incomplete, irrelevant, or misleading
To make an access or correction request, contact us using the details in the Contact section below. We will respond within a reasonable time (ordinarily within 30 days) and will not charge you for making a request, though we may charge a reasonable fee to cover the cost of providing access.
We may decline an access request in limited circumstances permitted under the Privacy Act, in which case we will advise you of our reasons and the mechanisms available to you to complain.
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Cookies & website analytics
Our website may use cookies and similar technologies to improve your browsing experience and to collect anonymous analytics about how our site is used. This may include:
- Session cookies that expire when you close your browser
- Analytics data collected via tools such as Google Analytics
- Booking calendar and widget functionality cookies
You can control or disable cookies through your browser settings. Disabling cookies may affect the functionality of some parts of our website.
Analytics data is collected in aggregate and anonymised form; it is not used to personally identify you.
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Privacy complaints
If you believe we have breached the APPs or mishandled your personal information, we encourage you to contact us in the first instance so we can attempt to resolve your concern directly.
Please write to us at info@cfopilot.com.au with the subject line "Privacy Complaint". We will acknowledge your complaint promptly and aim to resolve it within 30 days.
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):
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Contact us
For any privacy-related enquiries, access requests, correction requests, or complaints, please contact us: