IMPORTANT THINGS

Every business needs access to commercial and financial expertise.

INNOVATIVE
STRATEGIC 
TAILORED

FREQUENTLY ASKED QUESTIONS

  • Will you design a solution to meet my exact business needs?

    Yes we believe that all businesses require a strong financial leader although the form that takes must be tailored for the business size and the issues it is specifically faces. We don't have a one-size-fits-all approach.

  • Where do you work?

    At your business's offices. We work as part of the team, hands on and we are not afraid to do whatever it takes to get the job done. In circumstances where it is preferable for the work to be performed offsite or interstate or internationally, we work to the businesses requirements.

  • How many days will you work in the business?

    We work to meet the business's exact requirements. In periods of establishment or intense change this may be all the time or where there is reduced need or a specific project we work as much or as little as is needed to deliver the outcomes.

  • Will you be involved with my business for the long term?

    Absolutely. We are committed to the long-term relationships with each business. Even where our involvement reduces for a period due to changed business needs, we remain committed to working with the business and continue to provide flexible expertise as required.

  • Will I work with the same member of your team?

    All businesses are a priority for a specific member of the CFO Strategic team. In circumstances where several issues need to be solved concurrently, we can also field additional resource to speed up the solution eg. CFO role and system implementation role or establishment of CFO role/finance function and acquisition due diligence.

  • Are all your staff qualified?

    Yes, all staff are graduate and post graduate qualified and have more than 15 years executive experience.

  • Do you only perform CFO roles?

    No, we also work as Business Consultants, Company Secretaries, CEOs, COOs, mentors or project managers where required. We have experience in a variety of general management and operational roles which we draw on in meeting the exact requirements for each business.

  • Are your services charged on an hourly or fixed basis?

    We tailor our rates to meet the specific business requirements and role. Fees may be structured as fixed project rates, monthly retainers or on daily or hourly rates.

  • Will I have certainty regarding the costs?

    Absolutely. All fees are discussed and agreed up front to ensure that you have full confidence in the value of we will deliver and the related fees.

  • Do you provide outsourced accounting services?

    We provide executive expertise and do not delegate our senior roles to less qualified staff. We also have support staff to assist emerging or growing businesses with their accounting function.

  • Do you provide recruitment services?

    We are not recruitment agents but we can assist in recruitment of any finance or administration staff using our expert knowledge of the skills and competencies necessary, our detailed job descriptions and our network of contacts among recruitment agents we can ensure the right calibre of person is sourced for your business.

  • Will you work with our current CFO?

    Yes, we have on many occasions augmented an existing team. We are experienced in working with other Finance professionals and can take a lead, secondary, mentoring or project role within an existing team.

  • Will you work with our external accountants?

    Yes, we are experienced in working with external financial, legal, banking and investment advisers and can work seamlessly with your current team or provide introductions to our network of contacts.

TERMS AND CONDITIONS

This Site may contain links to third party websites. Those sites are not under the control of CFO Strategic and CFO Strategic is not responsible for the content or the links contained in those sites. Neither CFO Strategic nor its officers, directors, employees, agents, or related bodies corporate recommend or endorse the content of any third party sites which may be linked to or from the Site, or products or services of any third party organisations mentioned or described on this Site or linked to or from this Site. You acknowledge that you enter any third-party websites at your own risk.

Intellectual Property Rights
The information, text materials, graphics, logos, button icons, images, video and audio clips, trade marks (whether registered or not), advertisements, layout, arrangement, graphical user interface, look and feel, and control features of the Site (the "Content") is protected by copyright, trade mark and other intellectual property laws.
You must not modify, copy, reproduce, republish, frame, upload to a third party, transmit or distribute in any way the Content except as expressly provided in these Terms and Conditions or as permitted by the Copyright Act.
CFO Strategic logo and name are the trademarks of CFO Strategic and may not be used as part of your business or in connection with any goods or services without the prior written consent of CFO Strategic.

Disclaimer of Warranties & Limitation of Liability
This Site is provided by CFO Strategic on an "as is" basis without any express or implied warranty of any kind.
The World Wide Web exists across open public networks that are neither secure nor private. Accordingly, you acknowledge and accept the risk that any communication to or from the Site may be intercepted, used or modified by third parties.
CFO Strategic does not warrant that access to or use of this Site will be uninterrupted or error free or that the Site or any material on or accessible through the Site is free from errors or viruses, worms, trojan horses, time bomb, cancelbot or other harmful components.
CFO Strategic does not warrant anything about the reliability, accuracy, completeness, timeliness, suitability, quality, physical state or for a particular purpose of any material on or accessible through the Site.
CFO Strategic may change any of the material on the Site at any time without notice.
CFO Strategic makes no commitment to update any material on the Site.
You are responsible for assessing the accuracy, reliability, suitability and accuracy of the material on or accessible through the Site.
You accept all risks and responsibility for all loss, damage, costs and other consequences resulting from using the Site or the material on or accessible through the Site.
Neither CFO Strategic nor any of its officers, directors, employees, agents or related bodies corporate shall be liable for any loss or damage including without limitation, losses or damages for loss of profits, business interruption, loss of information, indirect, special, punitive or consequential losses or damages arising out of the use or inability to use the material or information available on or accessible through the Site, even if CFO Strategic has been advised of the likelihood of such damages.
Where the laws of any country or state in which these terms and conditions are effective implies into these terms and conditions any term, condition or warranty, and those laws avoid or prohibit provisions in a contract excluding or modifying them, then the term, condition or warranty shall be deemed to be included in these terms and conditions provided that the liability of CFO Strategic, its officers, directors, employees, agents and related bodies corporate for a breach of any such term, condition or warranty, including any economic or consequential loss which you may sustain shall be limited, at the option of CFO Strategic, to:
(a) in the case of services, the supply of the services again, or the payment of having the services resupplied and
(b) in the case of goods, the replacement or repair of the goods, the supply of equivalent goods, or the payment of the costs of replacing or repairing the goods or acquiring equivalent goods.

PRIVACY POLICY

This Privacy Policy sets out our commitment to protecting the privacy of personal information provided to us, or otherwise collected by us, offline or online, including through our website. In this Privacy Policy we, us or our means CFO Strategic. 
Personal information
The types of personal information we may collect about you depends on the nature of our engagement with you and may include: 
  • names, job titles, contact and address details
  • information in identification documents (for example: passport or driver’s licence)
  • tax file numbers and other government-issued identification numbers
  • date of birth and gender
  • bank account details, shareholdings and details of investments
  • details of superannuation and insurance arrangements
  • educational qualifications, employment history, salary and referee reports
  • visa or work permit status
  • your Internet Protocol (IP) address
  • payment details and
  • personal information about your spouse and dependants.
It may be necessary in some circumstances to collect sensitive information about you in order to provide specific services or for recruiting purposes. Examples of the types of sensitive information that may be collected in such circumstances include professional memberships, ethnic origin, criminal record and health information.
Generally we collect your personal information from you directly (for example, when we deal with you in person or over the phone, when you send us correspondence (including via email), when you complete a questionnaire, form or survey, when you subscribe to our publications or when you use our website or our social media). We may collect these types of personal information directly from you or from third parties.
Collection and use of personal information
We may collect, hold, use and disclose personal information for the following purposes: 
  • to contact and communicate with you
  • for internal record keeping and administrative purposes including processing payment transactions
  • to respond to requests or queries
  • to meet any regulatory obligations
  • to comply with our legal obligations and resolve any disputes that we may have
Disclosure of personal information to third parties
We may disclose personal information to:  
  • third party service providers for the purpose of enabling them to provide their services, including (without limitation) IT service providers, data storage, web-hosting and server providers, debt collectors, maintenance or problem-solving providers, professional advisors and payment systems operators
  • our employees, contractors and/or related entities
  • our existing or potential agents or business partners
  • anyone to whom our business or assets (or any part of them) are, or may (in good faith) be, transferred
  • credit reporting agencies, courts, tribunals and regulatory authorities, in the event you fail to pay for goods or services we have provided to you
  • courts, tribunals, regulatory authorities and law enforcement officers, as required by law, in connection with any actual or prospective legal proceedings, or in order to establish, exercise or defend our legal rights and
  • third parties, including agents or sub-contractors, who assist us in providing information, products, services to you. This may include parties located, or that store data, outside of Australia.
Where we disclose your personal information to third parties, we will request that the third party handle your personal information in accordance with this Privacy Policy.
Your rights and controlling your personal information
Choice and consent: Please read this Privacy Policy carefully. By providing personal information to us, you consent to us collecting, holding, using and disclosing your personal information in accordance with this Privacy Policy. You do not have to provide personal information to us, however, if you do not, it may affect your use of this Site or the products and/or services offered on or through it.
Information from third parties: If we receive personal information about you from a third party, we will protect it as set out in this Privacy Policy. If you are a third party providing personal information about somebody else, you represent and warrant that you have such person’s consent to provide the personal information to us. 
Restrict: You may choose to restrict the collection or use of your personal information. If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by contacting us using the details below.
Access: You may request details of the personal information that we hold about you. An administrative fee may be payable for the provision of such information. In certain circumstances, as set out in the Privacy Act 1988 (Cth), we may refuse to provide you with personal information that we hold about you. 
Correction: If you believe that any information that we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, please contact us using the details below. We will take reasonable steps to correct any information found to be inaccurate, incomplete, misleading or out of date.
Complaints: If you believe that we have breached the Australian Privacy Principles and wish to make a complaint, please contact us using the details below and provide us with full details of the alleged breach. We will promptly investigate your complaint and respond to you, in writing, setting out the outcome of our investigation and the steps we will take to deal with your complaint.
Storage and security
We are committed to ensuring that the personal information we collect is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the personal information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.
We cannot guarantee the security of any information that is transmitted to or by us over the Internet. The transmission and exchange of information is carried out at your own risk. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that the personal information we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.
Links to other websites
Our Site may contain links to other websites. We do not have any control over those websites, and we are not responsible for the protection and privacy of any personal information which you provide whilst visiting those websites. Those websites are not governed by this Privacy Policy.
Amendments
We may, at any time and at our discretion, vary this Privacy Policy by publishing the amended Privacy Policy on our Site. We recommend you check our Site regularly to ensure you are aware of our current Privacy Policy.
For any questions or notices, please contact our Privacy Officer at:
CFO Strategic ABN 71 528 251 440

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