Effective date: 1 August 2026

1. About this policy

Transformo is operated by [FULL LEGAL NAME], ABN [ABN].

In this Privacy Policy, “Transformo”, “we”, “us” and “our” refer to the business operated under the Transformo name.

This Privacy Policy explains how we collect, hold, use and disclose personal information obtained through our website, enquiries, communications and provision of Salesforce administration and consulting services.

We aim to manage personal information responsibly and, where applicable, in accordance with the Privacy Act 1988 and the Australian Privacy Principles.

2. Personal information we collect

The personal information we collect may include:

• Your name and organisation.

• Your job title or role.

• Your email address and telephone number.

• Information submitted through our contact form.

• Details about the services you are interested in.

• Communications between you and Transformo.

• Proposal, contract, invoicing and payment records.

• Information reasonably required to provide Salesforce administration, support or consulting services.

• Technical information generated when you visit the website, such as your IP address, browser, device, pages visited and website activity.

Please do not include sensitive, confidential or personal client data in the website contact form.

3. How we collect personal information

We may collect personal information:

• When you complete a form on our website.

• When you contact us by telephone or email.

• During meetings and service discussions.

• When you request a quotation or engage our services.

• From an organisation that has authorised you to deal with us.

• From publicly available professional or business sources.

• Through website hosting, analytics and security technologies.

Where practical, we collect personal information directly from the person concerned.

4. Why we collect and use personal information

We may collect, hold and use personal information to:

• Respond to enquiries.

• Understand your organisation’s Salesforce requirements.

• Prepare quotations, proposals and service agreements.

• Provide Salesforce administration, support and consulting services.

• Communicate about work in progress.

• Manage invoices, payments and business records.

• Maintain the security and operation of our website and systems.

• Improve our services and website.

• Meet legal, insurance, contractual and regulatory requirements.

• Resolve complaints or disputes.

We will not use personal information for an unrelated purpose unless you have consented or the use is otherwise permitted or required by law.

5. Information accessed while providing Salesforce services

When providing services, we may be given access to information held within a client’s Salesforce environment or related business systems.

We will only access and use that information:

• As reasonably necessary to provide the agreed services.

• In accordance with the client’s instructions.

• Subject to applicable confidentiality and service agreements.

• In accordance with applicable privacy and security requirements.

Clients should provide access only to the information and Salesforce environments reasonably necessary for the work.

Specific arrangements relating to client data, security, system access, backups and confidentiality may also be addressed in the relevant service agreement or statement of work.

6. Website analytics and cookies

Our website is hosted using Squarespace.

Squarespace and other service providers may use cookies and similar technologies to operate the website, maintain security and provide website analytics. Information collected may include:

• Your browser, device and network information.

• Your IP address.

• Pages visited before and during your visit.

• Links and buttons selected.

• Dates and times of website activity.

We use this information to understand general website traffic, improve the website and maintain its security. Squarespace confirms that its analytics may collect browser, network, device, IP-address and website-activity information.

Where available, you may manage non-essential cookies through the website’s cookie settings or through your browser settings.

7. Disclosure of personal information

We may disclose personal information where reasonably necessary to:

• Website hosting and technology providers.

• Email and cloud-storage providers.

• Accounting, payment and administrative service providers.

• Insurers, accountants, lawyers and other professional advisers.

• Contractors or specialist consultants engaged with appropriate authorisation and confidentiality obligations.

• Government authorities, regulators, courts or law-enforcement bodies where required or authorised by law.

We do not sell or rent personal information.

8. Overseas processing and disclosure

Some technology and service providers may process or store information outside Australia.

Because the website is hosted using Squarespace, website and form information may be processed by Squarespace-related entities or service providers located in countries including the United States and Ireland. Squarespace identifies Squarespace Ireland Limited as its contracting entity for customers outside the United States and describes transfers involving Squarespace, Inc. in the United States.

Other countries may apply depending on the email, cloud-storage, accounting or other services used by Transformo.

Where required, we will take reasonable steps to ensure overseas recipients handle personal information appropriately.

9. Security

We take reasonable technical and organisational steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure.

These steps may include:

• Password protection and multi-factor authentication.

• Restricted access to client systems.

• Secure devices and software.

• Encrypted communications and storage where appropriate.

• Confidentiality obligations.

• Regular review of accounts and system access.

No electronic system or internet transmission can be guaranteed to be completely secure. If you believe information provided to us has been compromised, please contact us promptly.

10. Retention and deletion

We retain personal information only for as long as reasonably necessary to:

• Provide services.

• Maintain appropriate business and accounting records.

• Meet contractual, insurance and legal obligations.

• Resolve disputes.

• Protect our legitimate business interests.

When personal information is no longer required, we will take reasonable steps to securely delete, destroy or de-identify it, subject to any legal or contractual retention requirements.

APP 11 requires covered entities to take reasonable security measures and to destroy or de-identify personal information when it is no longer required, subject to specified exceptions.

11. Access and correction

You may contact us to:

• Request access to personal information we hold about you.

• Ask us to correct information that is inaccurate, incomplete or out of date.

• Ask a question about how your information is handled.

We may need to verify your identity before providing access or making a correction.

In some circumstances, access may be restricted where permitted or required by law. If this occurs, we will explain the reason where appropriate.

12. Marketing communications

We will not add you to a marketing mailing list merely because you submitted an enquiry.

Where you have agreed to receive marketing communications, you may withdraw your consent or unsubscribe at any time.

Australian commercial email and SMS rules generally require consent, accurate sender identification and a functional unsubscribe method.

13. Privacy complaints

If you have a privacy concern or complaint, please contact us using the details below.

Please explain:

• The nature of your concern.

• The information or activity involved.

• The outcome you are seeking.

We will acknowledge and investigate the matter and respond within a reasonable period.

Where the Privacy Act applies and you are not satisfied with our response, you may be entitled to contact the Office of the Australian Information Commissioner.

14. Changes to this policy

We may update this Privacy Policy when our services, systems, legal obligations or information-handling practices change.

The latest version will be published on this website with its effective date.

15. Contact

Transformo
ABN: 75 786 723 301
Telephone: 0411 120 180
Location: Sydney, New South Wales, Australia