Privacy policy

1. Who we are

This policy covers personal information handled by Levelhead Capital Pty Ltd (ACN 703 134 918, ABN 15 703 134 918) trading as Levelhead Business Advisory, of PO Box 308, Neutral Bay Junction NSW 2089. We are bound by the Australian Privacy Principles in the Privacy Act 1988 (Cth).

From October 2026 this site is operated by Levelhead Capital Pty Ltd. Enquiries, documents and subscriptions collected through it before that date were collected by the business that previously operated the site, which has since closed, and are now held by Levelhead Capital Pty Ltd on the terms of this policy. If you would rather we did not hold them, email us and we will delete them.

2. What we collect

• Contact details you provide through the enquiry form: name, email address and phone number.
• Transaction context you choose to give us: transaction value band, the service you are interested in, and your message.
• Documents you provide for scoping or engagement, typically financial statements, BAS lodgements, bank statements and contracts. These frequently contain the personal and financial information of third parties, including the vendor and their business.
• Basic technical data collected by privacy-respecting analytics, without cookies and without identifying individuals.

3. Why we collect it

To assess your enquiry, confirm a scope and fixed fee, perform the engaged work, and communicate with you about it. We do not sell personal information, use it for unrelated marketing, or share it outside the engagement except as described below.

4. How your documents are handled

• Stored encrypted at rest in a private storage bucket with no public access.
• Reachable only through short-lived signed URLs issued by our systems.
• Retained for 90 days by default, then deleted.
• Deleted earlier at any time on request. Email us and we will confirm the deletion.
• Treated as confidential, including where they contain third-party financial records.

5. Disclosure

Information is disclosed only to the people needed to perform the engagement (for example, liaison with your solicitor or the vendor's accountant, at your direction), to our service providers who store data on our behalf under contractual confidentiality, or where the law requires it.

We do not arrange finance. Where you ask to be referred for it, to The Lending Lab Pty Ltd for business and commercial lending or to Andorra Private for development and construction finance, your information is shared with them only with your consent, and the referral relationship is disclosed in writing before you proceed.

6. Access, correction and complaints

You can request access to or correction of your personal information, or make a privacy complaint, by emailing nick@thelendinglab.com.au. We respond within 30 days. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (oaic.gov.au).