Privacy Policy

Country: Australia | Updated: 23 April 2025

Kelly+Partners is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act). This policy sets out how Kelly+Partners handles personal information.

This privacy policy does not apply to personal information collected by Kelly+Partners that is exempted under the Privacy Act, for example employee records.

Our privacy policy will be reviewed regularly to take account of changes in legislation, technology, and our operations and practices. We aim to ensure the policy is appropriate to the changing environment. We will inform you of any changes we make to this privacy policy as necessary.

Our privacy policy is based on openness about how we use and protect your information.


Requesting a copy of Kelly+Partners Privacy Policy

Our privacy policy is available by following links to the policy on our website. However, on request, we may be able to provide you with a copy of the policy in an alternate format. If you have any enquiries or would like to make a request for a copy of the policy, please contact our Privacy Officer (refer to contact details below).

1. Purposes for which Kelly+Partners collects, holds, uses and discloses personal information

We only collect, hold, use and disclose personal information which is reasonably necessary to ensure that we are able to provide you with the products and services that are appropriate to your needs. We will outline to you when you engage our services the purposes for which we will collect, hold, use and disclose your personal information.

2. Kinds of personal information Kelly+Partners collects

Due to the nature of the products and services we provide, and the requirements of legislation and regulations, we ask for a range of personal information from our customers.

The types of personal information we may collect can include details such as:

  • Names, employment titles, contact details;
  • Date of birth and gender;
  • Information in identification documents (e.g. passport, driver’s licence);
  • Tax file numbers and other government related identifiers;
  • Assets and liabilities;
  • Educational qualifications and employment history;
  • Personal income;
  • Visa and work permit status;
  • Bank account details;
  • Shareholdings and details of investments;
  • Superannuation details;
  • Tax and financial statements;
  • Information regarding insurance;
  • Personal information about your spouse and dependants.

It may be necessary in some circumstances for Kelly+Partners to collect sensitive information about you in order to provide specific services. The types of sensitive information we may collect include:

  • Health status;
  • Ethnic origin;
  • Details of any membership/s to professional associations;
  • Criminal record.

You have a right to refuse to provide us with your personal information or to anonymity or the use of a pseudonym. However, if you do refuse to provide such information, or request the use of anonymity or a pseudonym we may be unable to complete or fulfil the purpose for which such information was collected, including providing you or our clients with the services we were engaged to perform.

3. Collection, holding, using and disclosing of personal information

(a) Collection – General: When we collect, hold, use and disclose personal or sensitive information it must be done through lawful and fair means. Consent must be obtained to collect, hold, use and disclose personal information. We are not required to obtain your consent to collect, hold, use of disclose personal or sensitive information if the collection is required or authorised by or under an Australian law or a court/tribunal order.

(b) Methods of collection: Kelly+Partners use a variety of formats for the collection of personal and sensitive information. These include: client profile forms, emails, telephone calls, meetings, public records, representatives, and online enquiry forms.

(c) Collection of someone else’s personal information: You should only provide us with someone else’s personal information where you have their express consent to do so. In providing such information you agree that you have obtained the relevant consent and are authorised to do so.

(d) AI Tools: Kelly+Partners may use artificial intelligence (AI) software and tools in supporting our processes. These may include automating workflows, summarising notes, assisting with communications, and transcribing meetings. Microsoft Copilot, used on Microsoft Teams, is our approved tool for recording and transcribing meetings. Its use is subject to Microsoft’s privacy policy and security measures.

Unsolicited personal information: If we receive personal information we did not actively seek, our Privacy Officer will determine whether we could have lawfully obtained it. If not, it will be destroyed or de-identified.

4. Security of personal information

Safeguarding the privacy of your information is important to us. We hold personal information in a combination of secure computer storage facilities and paper-based files, and take steps to protect it from misuse, loss, interference, unauthorised access, modification or disclosure. Once we have no purpose for holding your information, we will take reasonable steps to destroy or de-identify it.

5. Disclosure of personal information overseas and within Kelly+Partners Group

(a) Within the Group: We may share information with offices in Australia, USA, Hong Kong, Ireland and India to meet service needs.

(b) Overseas disclosure: We may disclose information to providers overseas (including USA, Hong Kong, India, Philippines). Such disclosure occurs only under strict conditions, including contracts requiring APP compliance, equivalent privacy laws, written consent, or legal requirements.

(c) Third party providers: We may use IT providers, market researchers, and other service providers under APP obligations.

6. Privacy on our websites

The Kelly+Partners website uses Google Analytics or similar tools to analyse aggregate user behaviour. Only non-identifiable information (e.g., page visits) is tracked. Any personally identifiable information is collected only if explicitly submitted via forms. Links to third-party websites are not covered by this Privacy Policy.

7. Direct marketing

Kelly+Partners may engage in direct marketing. Personal information will only be used for direct marketing if collected directly from you, not sensitive, and you have a clear option to opt out. If you do not wish to receive materials, please contact our Privacy Officer.

8. Access to personal information

You have the right to access personal information we hold about you, subject to limited exceptions. Requests must be made in writing to our Privacy Officer. We will acknowledge within 14 days and respond within a reasonable time. A fee may apply only for retrieval and copying costs.

9. Correction of personal information

We aim to ensure the information we hold is accurate and up to date. You can request corrections by contacting us. In rare cases, requests may be refused or partially refused.

10. Procedure if your request is refused

If we refuse access or correction, you will be given written reasons, complaint avenues, and options. You may also submit a statement to be associated with your personal information.

11. How to make a complaint

If you believe we have breached this policy or the APPs, you can make a complaint to our Privacy Officer. Complaints will be assessed and acted upon within a reasonable timeframe. If unsatisfied, you may contact the Office of the Privacy Commissioner.