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Privacy Policy

Last updated: 30 August 2026

Plan Advice ("we", "us") operates planadvice.com.au. This policy explains what personal information we collect, why we collect it, and how we handle it, consistent with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Information we collect

2. How we use your information

We do not sell your personal information, and we do not send marketing emails without your consent.

3. Who we share information with

We use a small number of trusted service providers to run the Service:

Some of these providers store data outside Australia (for example in the United States). Where that happens, we take reasonable steps to ensure your information is handled consistently with the APPs. We may also disclose information where required by law.

4. Cookies and local storage

We use essential cookies and browser storage to keep you signed in and to remember in-progress purchases (for example, resuming your analysis after payment). Analytics may use identifiers to understand product usage. We do not use third-party advertising cookies.

5. Data retention

How long we keep your information depends on whether you have an account. This mirrors clause 11 of our Terms & Conditions.

Anonymised and aggregated data — for example how often a control is triggered, or how our predicted outcomes compare with real council determinations — is retained indefinitely. It no longer identifies you and is used to measure and improve accuracy. You can ask us to delete your account and associated personal information at any time (see section 8).

6. Team plans and shared workspaces

If you hold a seat on a multi-seat professional plan, the reports, address folders and file notes produced by any seat are visible to every other active seat on that plan, and the plan owner and any administrators can see the same workspace. Your name and email are visible to your team so work can be attributed. If your seat is removed, or the subscription ends, you keep the reports you produced and lose access to the rest of the team's work — see clause 4 of our Terms & Conditions. Before inviting someone to a seat, make sure you are authorised to share the property, proposal and client information in that workspace with them.

7. Security

Passwords are stored hashed, access to production systems is restricted, admin access is protected with two-factor authentication, and traffic is encrypted in transit (HTTPS). No system is perfectly secure, but we take reasonable steps to protect your information from misuse, loss and unauthorised access.

8. Access, correction and deletion

You may request access to, correction of, or deletion of your personal information by contacting us via the Contact us page from the email address associated with your account. We will respond within a reasonable period. If you are unsatisfied with our response, you can complain to the Office of the Australian Information Commissioner (oaic.gov.au).

9. Children

The Service is not directed at children under 16, and we do not knowingly collect their information.

10. Changes to this policy

We may update this policy from time to time. Material changes will be posted on this page with an updated date.

11. Contact

Privacy questions or requests? Reach us via the Contact us page.