How We Handle Financial,
Operational and Strategic Data
This Data Policy explains how Prediksitop-tototogel Financial Consulting manages and protects the business data that clients share with us during consulting engagements.
Our work often involves sensitive financial and operational information. We treat this data with care, discretion and a clear focus on your organisation’s interests.
Respect for client data
Our consulting practice is built on trust. We only use your data to support agreed project objectives and to deliver the services you engage us for.
1. Scope of this Data Policy
This Data Policy describes how we handle business data shared with us in the context of financial consulting projects and related advisory work. It complements our Privacy Policy, which focuses on personal information.
In this Policy, “client data” refers broadly to financial, operational and strategic information about your organisation that you or your representatives share with us, including data contained in documents, spreadsheets, presentations and reports.
This Policy applies when you engage Prediksitop-tototogel Financial Consulting to provide services, as well as when you send us information in preparation for a potential engagement.
1.1 Our commitment
We are committed to handling client data in a way that:
- respects confidentiality and commercial sensitivity,
- aligns with applicable Australian laws and good practice, and
- supports the objectives of our consulting engagement.
1.2 Relationship to contracts
Where there is a written proposal, engagement letter or services agreement between us and your organisation, that agreement may contain additional confidentiality or data-related terms. If there is any inconsistency, the contract terms will generally take precedence.
2. Types of client data we may handle
The specific data we handle depends on the nature of our engagement with you. Typical categories of client data may include:
2.1 Financial and performance data
To understand your current position and model future scenarios, we may work with:
- profit and loss statements, balance sheets and cash flow reports,
- departmental or business unit performance reports,
- budget, forecast and scenario models, and
- key performance indicator (KPI) dashboards and summaries.
This information is used solely to support the analysis, recommendations and discussions we have agreed with you.
2.2 Operational, strategic and contextual data
Depending on the project, we may also handle:
- organisational charts and role descriptions,
- service and product mix information,
- pricing structures and margin analyses,
- high-level customer or segment information, and
- internal strategy documents and board-level materials.
We use this data to understand the context in which financial decisions are made and to design strategies that are practical for your organisation.
2.3 Personal information within client data
Client data may at times include personal information (for example, the names of staff in organisational charts or limited customer details in reports). Where this occurs, we handle such personal information in line with our Privacy Policy in addition to this Data Policy.
3. How we use client data
We use client data only for purposes that are directly connected to our consulting relationship with you and your organisation, including:
- Assessment and diagnosis. To understand your current financial performance, resilience and growth capacity.
- Scenario modelling. To build forecasts and scenarios that explore the impact of different strategic options.
- Strategy formulation. To design growth and resilience strategies tailored to your goals, constraints and risk appetite.
- Reporting and communication. To prepare presentations, dashboards and written outputs for your leadership team, board or other stakeholders.
- Project management. To track progress, document decisions and maintain an internal record of the work performed.
- Quality and risk management. To review work internally and ensure our outputs remain accurate and consistent with agreed objectives.
3.1 Use of de-identified or aggregated data
From time to time, we may de-identify and aggregate client data to generate general insights about patterns and trends (for example, typical growth challenges or common financial structures). Any such outputs do not identify your organisation or disclose commercially sensitive details.
4. Confidentiality and sharing of client data
We understand that the data you share with us is often sensitive and commercially important. We treat this data as confidential and only share it where necessary and appropriate.
4.1 Internal access
Within Prediksitop-tototogel, access to client data is limited to team members who are directly involved in the relevant engagement or in supporting the delivery of our services (for example, in administrative or quality assurance roles). We expect all team members to respect confidentiality obligations that apply to client information.
4.2 External sharing
We do not share client data with third parties except in limited situations, such as:
- where you ask or authorise us to do so,
- where we engage trusted service providers (for example, secure hosting or professional advisors), or
- where disclosure is required or authorised by law or a regulatory authority.
Any service providers who may have access to client data are expected to protect it and to use it only for the limited purposes relevant to their role.
4.3 No unauthorised publication
We do not publish, present or otherwise share identifiable client data in public forums, marketing materials or case studies without your prior consent. If we wish to reference our work with your organisation, we will agree the content and level of detail with you in advance.
5. Storage and security
We store client data in systems and locations that are reasonably secure for the type of information involved. This may include secure cloud-based platforms and encrypted devices.
While no system can guarantee absolute security, we take steps to limit access to those who need it, use protective measures appropriate to the data and review our approaches as our technology environment evolves.
6. How long we keep client data
We retain client data for as long as reasonably necessary to:
- deliver and support the consulting services you engage us for,
- maintain appropriate records of our work and recommendations, and
- meet legal, regulatory and professional obligations.
When client data is no longer required for these purposes, we aim to de-identify or securely destroy it within reasonable timeframes, subject to any legal or contractual requirements.
7. Your choices and questions about data
We encourage open conversations about data handling. If you have preferences or requirements related to how your organisation’s data is stored, accessed or used, please let us know when we are defining the scope of our work.
In some cases, your organisation may also have internal policies that govern how data can be shared with advisers and consultants. We will do our best to work within those frameworks where we are aware of them and where they are compatible with our obligations.
If you have questions about this Data Policy or would like to discuss a specific aspect of how we handle your data, you can contact us using the details below.
Contact us about data handling
To raise a question or concern about how Prediksitop-tototogel manages client data, please contact us using the following details:
-
Suite 702, Level 3/110 Sussex St,
Sydney NSW 2000, Australia - Prediksitop-tototogel@gmail.com
8. Changes to this Data Policy
We may update this Data Policy from time to time to reflect changes in our services, our approach to data handling or applicable laws and standards.
When we update this Policy, we will revise the “Last updated” date below. In some cases, we may also draw attention to significant changes on our website or in communications with clients.
Last updated: 2025