Privacy policy · Summit Ledger Advisory

Summit Ledger Advisory (“we”) is the data controller for personal information collected through systemdatapath.digital and during advisory engagements. Contact: info@systemdatapath.digital · +64 9 555 5360 · Level 13, 29 Shortland Street, Auckland 1010.

We handle personal information in line with the New Zealand Privacy Act 2020.

Information we collect

Contact details you submit (name, email, phone if provided, message content)
Consultation preferences and business context you choose to share
Technical logs such as IP address, browser type, and pages visited (via essential or analytics cookies — see our cookies page)
Documents you provide for advisory work (bank exports, reports, invoices)

Why we use it

To respond to enquiries and schedule consultations
To deliver financial management advisory engagements
To improve the website and understand aggregate visit patterns when analytics cookies are accepted
To meet legal and accounting record obligations

Retention

Enquiry messages are kept up to 24 months unless a longer engagement relationship continues. Engagement files are retained for seven years where needed for business and legal record-keeping, then securely deleted or anonymised. Analytics data follows the retention periods of the relevant cookie provider.

We do not sell personal information. We may share data with:

Service providers who host email, file storage, or website analytics under confidentiality obligations
Professional advisers or authorities when required by law

International transfers

Some providers may process data outside New Zealand. Where that occurs, we take reasonable steps to ensure comparable safeguards, including contractual protections with those providers.

Your rights

Under the Privacy Act 2020 you may request access to personal information we hold about you and seek correction of inaccurate information. To exercise these rights, email info@systemdatapath.digital. You may also complain to the Office of the Privacy Commissioner if you are not satisfied with our response.

Security

We use reasonable technical and organisational measures to protect information. No method of transmission or storage is perfectly secure; please avoid sending unnecessary sensitive identifiers through the website form.

Updates

We may update this policy by posting a new version on this page with a revised effective context. Material changes will be highlighted when practical.