Privacy Policy

CBS Business Brokers Pty Ltd(ABN 60 636 852 027), trading as CBS Business Brokers & Advisory (“CBS”, “we”, “us”, “our”), is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and store your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Registered Office: Level 21, 207 Kent St, Sydney NSW 2000
Contact: info@cbsbrokers.com.au

1. Information We Collect

We may collect the following types of personal and business information:

• •Personal details: Full name, email address, phone number
• •Business information: Business name, industry, revenue, operational details, and other information you provide for the valuation
• •Financial information: Profit and loss statements, balance sheets, and other financial documents uploaded for the valuation
• •Payment information: Payment is processed securely via Stripe. CBS does not store your full credit card details on our servers.

2. How We Collect Information

We collect information directly from you through:

• •Website forms (account registration, assessment questionnaire, contact forms)
• •Document uploads through our secure portal
• •Email and telephone communications with our team

3. Purpose of Collection

We collect and use your personal information for the following purposes:

• •To deliver your Business Valuation report
• •To process payments and manage your account
• •To communicate with you about your valuation and our services
• •To comply with legal and regulatory obligations
• •To improve our services and website functionality

4. Data Storage and Security

Your personal information is stored using encrypted databases and secure infrastructure. Where possible, data is hosted on Australian-based servers. We implement industry-standard security measures including encryption in transit (TLS) and at rest (AES-256), access controls, and regular security reviews to protect your information from unauthorised access, modification, or disclosure.

5. Third-Party Disclosure

We may share your personal information with the following third parties, solely for the purpose of delivering our Service:

• •Stripe: For secure payment processing
• •Hosting provider: For secure data storage and website hosting
• •CBS staff and brokers: Senior brokers and analysts involved in preparing your valuation

6. Cookies

Our website uses basic cookies for essential functionality and analytics purposes only. These cookies help us understand how visitors use our website so we can improve the experience. We do not use cookies for targeted advertising. You may disable cookies through your browser settings, though this may affect website functionality.

7. Access and Correction

Under the Australian Privacy Principles, you have the right to:

• •Access the personal information we hold about you
• •Request correction of any inaccurate, out-of-date, or incomplete information
• •Request deletion of your personal information (subject to legal retention obligations)

To make a request, please contact us at info@cbsbrokers.com.au. We will respond to your request within 30 days.

8. Data Breach Notification

In the event of an eligible data breach, CBS will comply with the Notifiable Data Breaches (NDB) scheme under Part IIIC of the Privacy Act 1988. This means we will promptly assess any suspected breach and, where a breach is likely to result in serious harm, notify both the affected individuals and the Office of the Australian Information Commissioner (OAIC) as required by law.

9. Complaints

If you believe we have breached your privacy or have a complaint about how we handle your personal information, please contact us at info@cbsbrokers.com.au. We will investigate your complaint and respond 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):

• Website: www.oaic.gov.au
• Phone: 1300 363 992