Your Trusted Partner for NDIS Plan Management in Australia
Managing your NDIS funding can be time-consuming and confusing. At Expert Auz Plan Management, we take the stress out of it. We're a registered NDIS Plan Management provider, here to help participants, carers, and support coordinators handle the financial side of NDIS plans with speed, accuracy, and transparency.
Our service is 100% funded by the NDIS, so there are no out-of-pocket costs for you.
Ensuring your privacy is protected
Expert Auz Plan Management (“we”, “our”, “us”) is committed to protecting the privacy of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.expertauzplanmanagement.com.au or use our NDIS plan management services.
We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). We respect the confidentiality of your information and are dedicated to ensuring your privacy is protected.
What Information We Collect
We may collect the following types of personal information from you to provide our services effectively:
- Identity Information: Your full name, date of birth, and NDIS participant number.
- Contact Information: Your address, email address, and phone numbers.
- NDIS Plan Details: Information about your NDIS plan, including start and end dates, funding categories, and your stated goals.
- Financial Information: Bank account details for direct debit or refund purposes, and invoices from your service providers that contain your name and the services provided to you.
- Communication Data: Records of your interactions with us, including phone calls, emails, and online forms you submit.
- Website Usage Data: Information collected automatically via cookies and similar technologies when you visit our website, such as your IP address, browser type, and pages visited.
How We Collect Your Information
We collect information in the following ways:
- Directly from You: When you fill out our online registration form, contact us by phone or email, or provide us with a copy of your NDIS plan.
- From Third Parties: From your authorised representatives (like family members or carers) acting on your behalf, or from your NDIS service providers when they send us invoices for payment.
- Automatically: Through cookies and other tracking technologies when you browse our website (see Section 9 for more details).
💙 Our promise: We only collect information that is necessary to manage your NDIS plan effectively and with care.
How We Use Your Information
We use your personal information for the following purposes:
- To provide you with our NDIS plan management services, which includes:
- Validating and paying invoices to your service providers.
- Tracking your budget and managing your NDIS funds.
- Providing you with monthly statements and real-time budget updates.
- To communicate with you about your plan, answer your questions, and provide customer support.
- To comply with our legal and regulatory obligations under the National Disability Insurance Scheme (NDIS).
- To improve our website, services, and the overall user experience.
- To respond to your enquiries and provide you with information you have requested.
Disclosure of Your Information
We may share your information with the following parties, and only for the purposes described in this policy:
- Your NDIS Service Providers: To validate and pay invoices on your behalf.
- The National Disability Insurance Agency (NDIA): As required for reporting, auditing, and compliance with NDIS rules.
- Our Professional Advisers: Including accountants, lawyers, and auditors, where necessary for business operations.
- Third-Party Service Providers: IT support, data storage providers, and software platforms who assist us in running our business. These providers are contractually obligated to protect your data and use it only for the services we request.
We will never sell, trade, or rent your personal information to others for their marketing purposes.
Data Security
We take the security of your personal information seriously. We have implemented reasonable physical, electronic, and managerial procedures to safeguard and secure the information we collect. These measures include secure servers, access controls, and data encryption. However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure.
Data Retention
We will retain your personal information for as long as necessary to provide you with services and to comply with our legal obligations (such as record-keeping requirements under NDIS legislation). When your information is no longer needed, we will take reasonable steps to destroy or permanently de-identify it.
Access and Correction
You have the right to request access to the personal information we hold about you and to request its correction if you believe it is inaccurate, out-of-date, incomplete, irrelevant, or misleading. To make a request, please contact us using the details in Section 11. We will respond to your request within a reasonable period.
Cookies and Website Analytics
Our website may use “cookies” and similar tracking technologies to enhance your browsing experience and analyse site traffic. A cookie is a small file placed on your device’s hard drive. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.
We may use third-party analytics tools (such as Google Analytics) to collect information about your use of our website. This information helps us improve our site and your experience.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or relevant laws. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.