Insight Path Privacy Policy

Last updated: 30 June 2026

Our commitment to privacy

Insight Path Pty Ltd respects your privacy and is committed to handling personal information carefully, securely and responsibly.

This policy explains what personal information we collect, why we collect it, how we use it, who we may share it with, and how you can contact us about privacy matters.

We aim to manage personal information in line with the Australian Privacy Principles under the Privacy Act 1988, where those laws apply to us.

This policy applies to Insight Path Pty Ltd and, where relevant, Tradies & Creatives Digital.

Who we are

Insight Path provides business advisory, technology, digital transformation, governance, cyber security, risk and business improvement services.

Tradies & Creatives Digital provides websites, SEO, digital marketing, lead generation and related digital services.

Because of this, we may collect personal information through our website, enquiry forms, client meetings, proposals, contracts, digital marketing activity, CRM systems, accounting systems and other business tools.

What information we collect

The information we collect depends on how you deal with us.

We may collect:

  • your name

  • business name

  • job title

  • email address

  • phone number

  • address

  • billing and payment details

  • enquiry details

  • information submitted through website forms

  • information you provide during meetings or consultations

  • proposal, contract and project information

  • website usage information

  • marketing preferences

  • CRM records

  • documents, files or materials you provide to us

We may also collect technical information such as your IP address, browser type, device type and website activity.

We do not usually collect sensitive information unless it is needed for our work, you have consented, or we are allowed to collect it by law.

How we collect information

We may collect personal information when you:

  • contact us by phone, email, website form or social media

  • subscribe to our mailing list

  • ask about our services

  • complete an enquiry form, booking form or survey

  • become a client, supplier, contractor or business partner

  • attend a meeting, workshop or consultation

  • provide documents or information to us

  • interact with our website, advertisements or online content

We may also receive information from third parties where they are authorised to provide it to us.

Website activity, cookies and analytics

Our website may use cookies, pixels, analytics tools and similar technologies.

These tools help us understand website activity, improve the user experience, measure marketing performance and deliver relevant advertising.

This may include information about the pages you visit, how long you spend on the site, your device, browser, location and how you found our website.

You can manage or disable cookies through your browser settings. Some website features may not work properly if cookies are disabled.

Why we use your information

We use personal information to:

  • respond to enquiries

  • provide our services

  • prepare proposals, reports and recommendations

  • manage client relationships

  • manage projects and workflows

  • issue invoices and manage payments

  • communicate with clients and prospective clients

  • send newsletters, updates and marketing communications

  • improve our website, services and business processes

  • manage suppliers, contractors and business partners

  • meet legal, accounting, insurance and business requirements

  • protect our business, systems, clients and users from misuse, cyber risk or unlawful activity

We only use personal information for the purpose it was collected, a related business purpose, where you have consented, or where the law allows us to.

AI tools and assisted technology

Insight Path may use AI tools and assisted technology to support our work.

These may include tools such as ChatGPT, Gemini and Claude.

We may use these tools for:

  • design support

  • research

  • investigation

  • drafting

  • editing

  • business analysis

  • workflow development

  • planning

  • advisory support

  • digital and marketing content support

When using AI tools, we take reasonable steps to minimise personal information, remove identifying details where practical, and apply human review before relying on outputs.

We do not knowingly enter sensitive personal information, confidential client information or client-identifiable material into publicly available AI tools unless it is necessary, authorised and appropriate controls are in place.

AI tools support our work. They do not replace human judgement, professional review or legal advice where required.

Automated decision-making

We may use software, CRM workflows, marketing automation, analytics and AI-assisted tools to support business processes.

At the date of this policy, Insight Path does not knowingly use automated systems to make solely automated decisions about individuals that could significantly affect their rights or interests.

Where automated tools are used, they are generally used for administration, marketing, workflow support, research, reporting or advisory work, with human review.

If this changes, we will update this policy to explain what information is used and what types of decisions are made or supported by automated systems.

Business systems we use

We use trusted third-party systems and service providers to operate our business and deliver services.

These may include:

  • Xero for accounting, invoicing and financial administration

  • Microsoft products for email, documents, storage and collaboration

  • Google products for business tools, analytics, advertising and embedded content

  • Go High Level or similar CRM and marketing platforms for contact management, forms, workflows, communications and campaigns

  • AI tools such as ChatGPT, Gemini and Claude

  • website hosting, security, backup and maintenance providers

  • email marketing and communication platforms

  • payment processing providers

  • analytics and advertising platforms

  • project management and workflow tools

  • professional advisers, including lawyers, accountants, insurers and consultants

These providers may collect, store, process or access personal information where needed to provide services to us or help us deliver services to clients.

When we share information

We may share personal information where reasonably needed for our business, including with:

  • our team members, contractors and consultants

  • Tradies & Creatives Digital, where relevant

  • technology, hosting, CRM, marketing, accounting and software providers

  • payment processors

  • professional advisers

  • insurers

  • subcontractors or delivery partners

  • government, legal or regulatory authorities where required by law

  • third parties where you have consented

We do not sell personal information.

Overseas storage and processing

Some of the systems and service providers we use may store, process or support personal information from outside Australia.

This may include cloud software, support teams, AI tools, CRM systems, accounting systems, analytics tools and communication platforms.

Where this occurs, we take reasonable steps to use reputable providers and manage personal information responsibly.

Direct marketing

We may use your information to send newsletters, updates, service information, offers or other business communications.

This may occur through email, CRM campaigns, online advertising, social media advertising or website tracking tools.

You can unsubscribe from email marketing at any time by using the unsubscribe link or by contacting us.

You can also manage some advertising, cookie and tracking preferences through your browser, device, Google or social media settings.

Social media and embedded content

Our website may include links, buttons, videos, maps, forms or other content from third-party platforms.

These may include LinkedIn, Facebook, Instagram, Google, YouTube or other providers.

When you interact with those services, their own privacy policies and terms may apply.

Keeping information accurate

We take reasonable steps to keep personal information accurate and up to date.

If you believe information we hold about you is incorrect, please contact us and we will review it.

Protecting your information

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification or disclosure.

This may include:

  • password protection

  • access controls

  • multi-factor authentication where available

  • secure cloud systems

  • staff and contractor access management

  • backup and recovery practices

  • secure document storage

  • use of reputable technology providers

  • reasonable cyber security practices

No system is completely secure, but we take privacy and information security seriously.

How long we keep information

We keep personal information for as long as reasonably needed for the purpose it was collected.

We may also keep information where required for legal, accounting, insurance, reporting or business purposes.

When information is no longer needed, we take reasonable steps to securely delete, destroy or de-identify it.

Accessing or correcting your information

You may ask us to access or correct personal information we hold about you.

We will respond within a reasonable time.

In some cases, we may not be able to provide access or make a correction. If that happens, we will explain why where it is reasonable and lawful to do so.

Privacy questions or complaints

If you have a privacy question, concern or complaint, please contact us first so we can review and respond.

Insight Path Pty Ltd
23 Reserve Road
Beaumaris VIC 3193
Australia

Phone: +61 488 000 521
Email: info@insightpath.com.au
Website: insightpath.com.au
ACN: 676 831 744

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.

Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001

Email: enquiries@oaic.gov.au
Phone: 1300 363 992
Website: oaic.gov.au

Changes to this policy

We may update this Privacy Policy from time to time.

The latest version will be published on our website.

Contact us

For questions about this Privacy Policy or how we handle personal information, please contact:

Insight Path Pty Ltd
23 Reserve Road
Beaumaris VIC 3193
Australia

Phone: +61 488 000 521
Email: info@insightpath.com.au
Website: insightpath.com.au
ACN: 676 831 744