Privacy policy

This policy explains how Jaclyn Money, trading as Jac Money (ABN 66 295 390 835), collects, uses, stores and discloses personal information, both through jacmoney.com and in the services I provide. Last updated September 2026.

 1.            ABOUT THIS POLICY

1.1            I am Jaclyn Money, a sole trader trading as Jac Money, based in Melbourne, Victoria. You can reach me at jac@jacmoney.com or on +61 447 358 715.

1.2            This policy applies to everyone who visits my website, enquires about my services, becomes a client, or subscribes to my emails.

 2.            HOW THE PRIVACY LAWS APPLY TO MY BUSINESS

I handle personal information in line with the Australian Privacy Principles as a matter of practice, and this policy sets out what I do.

 3.            WHAT I COLLECT

3.1            Your name, business name, email address, phone number and, where it is needed, your postal address.

3.2            What you tell me in my enquiry form, in emails and calls, in a Calendly booking and in my onboarding questionnaire, including details about your business and what you would like me to do.

3.3            The content, images, copy and files you send me for your project.

3.4            Invoicing and payment records. Payment is by bank transfer, and I do not collect or store card details.

3.5            Information about how my website is used, such as pages viewed, approximate location, device and browser. My Cookies Policy explains this.

 4.            HOW I COLLECT IT

4.1            I collect most information directly from you, through my website forms, my onboarding questionnaire, Calendly, email, phone and video calls.

4.2            I also collect information through the website tools listed in clause 6, and through accounts you give me access to for your project.

4.3            If you give me personal information about other people, such as your team or your customers, you confirm that you are entitled to give it to me for the purpose of the work.

 5.            WHY I COLLECT IT

5.1            To answer your enquiry and prepare a proposal.

5.2            To do the work you have engaged me for, and to communicate with you while it is underway.

5.3            To invoice you and keep my business records.

5.4            To send you marketing emails, where you have subscribed.

5.5            To understand how my website is used and to improve it.

 6.            THE SERVICE PROVIDERS I USE

6.1            Squarespace hosts my website. Calendly manages my bookings. Mailchimp sends my marketing emails. Google Analytics and Google Tag Manager measure how my website is used. Google Forms collects my onboarding questionnaire. To run my business, I use Google Workspace for email and file storage, Notion to manage client enquiries and projects, Xero for invoicing, and Claude, made by Anthropic, as described in clause 8.

6.2            These providers store information on servers in the United States and in other countries, so your information may be held overseas. Each provider has its own privacy policy governing how it handles that information.

 7.            WHO ELSE I SHARE IT WITH

7.1            A contractor who helps me with part of your project. Anyone who does is bound by the same confidentiality obligations that I am.

7.2            My accountant and bookkeeper, for invoicing and record keeping.

7.3            Anyone I am required to disclose information to by law.

7.4            I do not sell personal information, and I do not disclose it for anyone else's marketing.

 8.            AI TOOLS

8.1            I use the Claude desktop application to check and refine copy, and to help with business admin such as managing enquiries and projects. I write and edit all copy myself.

8.2            For copy work, only public-facing material goes into it, such as website copy, newsletter copy, product information and social media copy.

8.3            I do not enter information about your customers or subscribers into any AI tool, including subscriber lists, customer records and anything else held in your accounts.

 9.            INFORMATION HELD IN YOUR OWN ACCOUNTS

9.1            I ask clients to keep their own information in their own platforms, such as Mailchimp for newsletters, the social media platforms, a customer relationship system and Canva for visual assets. I work with administrator access to those accounts while your project is underway.

9.2            When I work in your accounts, the information about your subscribers and customers stays in those accounts and remains your responsibility.

9.3            I do not export your data from your platforms.

9.4            I do not keep copies of your subscriber lists or your customers' information outside your own accounts.

10.            MARKETING EMAILS

10.1            I send marketing emails only to people who have subscribed, and every email includes an unsubscribe link.

10.2            You can unsubscribe at any time, and I will stop sending marketing emails as soon as I receive your request.

11.            HOW I KEEP INFORMATION SAFE

11.1            I keep information in password-protected accounts and devices, use two-factor authentication where a platform offers it, and limit access to me and to any contractor working on your project.

11.2            No method of storage or transmission is completely secure, so I cannot guarantee absolute security.

11.3            If information I hold is lost or disclosed without authorisation and it is likely to cause you serious harm, I will tell you as soon as I can and explain what you can do.

12.            HOW LONG I KEEP IT

12.1            I keep project records, contracts and invoices for seven years after our work together ends.

12.2            I delete enquiries that do not become projects within two years.

12.3            I keep your details on my marketing list until you unsubscribe.

13.            ACCESS AND CORRECTION

13.1            You can ask me for a copy of the personal information I hold about you, and you can ask me to correct it if it is wrong or out of date.

13.2            Email jac@jacmoney.com and I will respond within 30 days. There is no charge for a request of this kind.

14.            COMPLAINTS

14.1            If you are concerned about how I have handled your personal information, email jac@jacmoney.com. I will acknowledge your complaint within five business days and aim to resolve it within 30 days.

14.2            If you are not satisfied with my response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au.

15.            CHILDREN

15.1            My services are for adults and for businesses, and I do not knowingly collect personal information from anyone under 18.

16.            CHANGES TO THIS POLICY

16.1            I update this policy from time to time. The current version is always on this page, with the date it was last updated.

17.            CONTACT

17.1            Email jac@jacmoney.com or call +61 447 358 715.