Privacy Policy

Last Updated: November 2024

Elizabeth Brown and the Inherited Release Method™ are committed to protecting the privacy of your personal data. We value integrity and trust in all our interactions and take seriously our responsibility to safeguard your personal information.

This Privacy Policy explains how we collect, use, disclose, and store your personal data, whether you are interacting with us through our website, as a client, supplier, or other third party.

What is Personal Data?

“Personal data” refers to any information that can identify a person. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store, and transfer different kinds of personal data, grouped as follows:

  • Identity Data: Includes your first name, last name, title, date of birth, gender, job title, employer, and any identification documents where necessary (e.g., to attend Inherited Release Method™ events).

  • Contact Data: Includes your address, email, and telephone numbers.

  • Public Data: Includes information publicly available (e.g., LinkedIn profiles or company registrar data) or data shared by our clients or their websites.

  • Service Data: Includes personal data collected through surveys or consultations, such as occupation and income, as part of providing services.

  • Correspondence Data: Includes information contained in communications, complaints, and feedback.

  • Financial Data: Includes bank account details and payment information necessary for transactions.

  • Marketing and Communications Data: Includes your preferences for receiving marketing materials and updates.

  • Technical Data: Includes IP address, login data, browser type and version, time zone, operating system, platform, and website usage information.

How is Personal Data Collected?

We collect personal data through various methods, including:

  • Information you provide when completing forms, contacting us by email, post, or phone, or subscribing to our services.

  • Data shared by third parties such as clients, suppliers, or publicly available sources (e.g., LinkedIn or professional websites).

  • Automated technologies, including cookies, when you interact with our website.

How We Use Your Personal Data

We will only use your personal data when legally permitted. This includes fulfilling contracts, complying with legal obligations, or for legitimate business interests where your fundamental rights do not override those interests.

Cookies

Cookies are small files placed on your device when visiting our website to improve user experience and collect analytical data. You can adjust your browser settings to refuse cookies, though this may limit website functionality.

Disclosure of Personal Data

We may share your personal data with the following:

  • Administrative team members and approved subcontractors who assist in delivering services.

  • Third-party service providers under strict confidentiality agreements.

  • Law enforcement or regulatory bodies when legally required.

We ensure that all third parties handling your data follow our privacy standards or have equivalent measures in place.

Data Security

We have implemented physical, technical, and organisational measures to protect your personal data against unauthorised access, loss, or misuse. Measures include:

  • Secure storage of information.

  • Restricted access for authorised personnel only.

  • Regular security reviews and updates.

In the event of a data breach, we will notify you and relevant authorities in line with legal requirements.

Data Retention

We will retain your personal data only as long as necessary for the purposes for which it was collected, including compliance with legal and reporting obligations. Retention periods are determined based on:

  • The nature and sensitivity of the data.

  • Potential risks associated with unauthorised use or disclosure.

  • Legal and regulatory requirements.

Your Legal Rights

Under data protection laws, you have rights regarding your personal data, including:

  • Access: Request access to the personal data we hold about you.

  • Rectification: Request corrections to incorrect or incomplete data.

  • Erasure: Request deletion of data no longer needed.

  • Restriction: Request limitation of data processing under certain conditions.

  • Portability: Request transfer of your data to another service provider in a commonly used format.

  • Objection: Object to processing based on legitimate interests.

  • Withdraw Consent: Revoke your consent for processing activities based on consent.

Please note that some rights are only applicable in specific circumstances. Contact us if you wish to exercise your rights.

Direct Marketing

We only send marketing materials with your explicit consent, and you can opt out at any time using the unsubscribe link in emails or by contacting us directly. We will never share your data with third parties for marketing purposes without your permission.

International Data Transfers

Where necessary, your data may be transferred outside of Australia. We ensure any such transfers meet applicable legal standards to safeguard your information. Contact us for further details about international transfers.

Changes to This Privacy Policy

We may update this policy periodically. Significant changes will be communicated via the website. Please ensure your personal data remains accurate and current during your relationship with us.

Contact Us

For questions, complaints, or to exercise your data rights, please contact:
Elizabeth Brown
Email: hello@elizabethbrown.co

You may also lodge complaints with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

This Privacy Policy reflects our commitment to protecting your personal data and providing transparency in how we manage it.