Small Biz Optimize (SBO)
Website: https://smallbizoptimize.com
Last updated: 14 October 2026
Small Biz Optimize (SBO) respects your privacy and is committed to handling personal information responsibly, transparently and securely.
We provide business advisory, business coaching, strategic consulting and business acquisition and sale advisory services to Australian businesses and entrepreneurs.
This Privacy Policy explains how we collect, use, store, disclose and protect personal information when you visit our website, contact us, request a consultation or engage our professional services.
We handle personal information in accordance with applicable Australian privacy laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), where they apply to our operations.
By using our website or providing personal information to us, you acknowledge the practices described in this policy.
Depending on how you interact with SBO, we may collect the following information.
Personal and contact information
Business and professional information
When you enquire about or engage our advisory services, we may collect information relevant to your business, including:
We recognise that business owners may share commercially sensitive information during advisory engagements. We treat this information with appropriate confidentiality and take reasonable steps to protect it.
Website and technical information
When you visit our website, certain technical information may be collected automatically, including:
We use this information to understand website performance, improve user experience and maintain website security.
We may collect information directly from you when you:
We may also receive information from third parties, such as professional advisers, business associates or referral partners, where appropriate and permitted by law.
Information may also be collected automatically through website technologies, including cookies, security tools and analytics services.
Where lawful and practicable, you may contact us anonymously or using a pseudonym. However, some advisory services require accurate identification and business information.
SBO collects and uses personal information for legitimate business and professional purposes, including:
We will not use personal information for unrelated purposes unless we obtain appropriate consent or the use is otherwise authorised or required by law.
Our advisory services may involve access to sensitive commercial information, including business plans, operational documents, financial records and acquisition or sale information.
We recognise the importance of commercial confidentiality.
SBO takes reasonable measures to restrict access to this information to authorised individuals who require it for legitimate professional purposes.
Where appropriate, confidential business information may also be subject to separate confidentiality agreements or non-disclosure agreements (NDAs).
We do not intentionally publish or disclose identifiable client financial information, proprietary business strategies or confidential transaction details without appropriate authorisation, unless required or permitted by law.
We may disclose personal information to third parties where reasonably necessary for our business operations or the delivery of agreed services.
These may include:
We take reasonable steps to ensure third-party service providers handle personal information appropriately.
We do not sell personal information to data brokers or third-party advertisers.
Some technology and cloud service providers used by SBO may operate infrastructure or process information outside Australia.
Where this occurs, information may be stored or accessed in other countries.
We take reasonable steps, where required by applicable privacy laws, to ensure overseas disclosures are appropriately managed.
Details of relevant overseas service providers and countries may be requested by contacting SBO. Where practicable, we will identify the countries involved.
Our website may use cookies and similar technologies to support functionality, security and performance measurement.
Cookies are small files stored on your device that help websites operate and remember certain information.
We may use cookies for:
Where enabled, analytics services such as Google Analytics may collect technical and usage information.
You can manage or disable cookies through your browser settings. Some website features may not function correctly if certain cookies are disabled.
Where legally required, we will seek appropriate consent for non-essential tracking technologies.
From time to time, SBO may send business insights, advisory updates or service information to individuals who have requested or agreed to receive these communications, or where otherwise permitted by law.
Marketing communications will comply with applicable Australian laws, including the Spam Act 2003 (Cth).
You can unsubscribe from marketing emails at any time by following the unsubscribe instructions included in those communications or contacting us directly.
We will not require you to subscribe to marketing communications as a condition of submitting a general business enquiry.
SBO takes reasonable technical and organisational measures to safeguard information against misuse, interference, loss, unauthorised access, modification and disclosure.
Depending on the systems in use, these measures may include secure website connections, access restrictions, authentication controls, software updates, backups and appropriately configured storage systems.
However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.
If we identify a data breach, we will assess and respond to it in accordance with applicable Australian legal requirements, including notification obligations where relevant.
We retain personal information for as long as reasonably necessary to provide services, manage business relationships, meet legal obligations and resolve disputes.
Where information is no longer required and no legal obligation requires its retention, we take reasonable steps to securely destroy or de-identify it.
Retention periods may vary depending on the type of information and the nature of the professional engagement.
You may request access to personal information that SBO holds about you or ask us to correct information that is inaccurate, incomplete, out of date or misleading.
To make a request, please contact:
Mahtab Lahijany
Principal Business Advisor
Email: mahtab@smallbizoptimize.com
Phone: 0424 738 426
We may need to verify your identity before processing your request.
We will respond within a reasonable period and explain any lawful grounds for refusing access or correction.
If you have concerns about how SBO has collected, used, disclosed or handled your personal information, please contact us.
Email: mahtab@smallbizoptimize.com
Please provide sufficient information for us to understand and investigate your concern.
We will acknowledge and assess your complaint, investigate where appropriate and communicate our response within a reasonable timeframe.
If you are dissatisfied with our response, you may be entitled to contact the Office of the Australian Information Commissioner (OAIC).
Website: https://www.oaic.gov.au
Our website may contain links to external websites, professional resources or third-party services.
SBO is not responsible for the privacy practices, security or content of websites operated by other organisations.
We recommend reviewing the privacy policies of third-party websites before providing personal information.
SBO’s services are primarily intended for adults, business owners and professional organisations.
We do not knowingly seek to collect personal information from children through our general business advisory website.
If we become aware that personal information has been collected from a child inappropriately, we will take reasonable steps to address the matter in accordance with applicable law.
SBO may update this Privacy Policy from time to time to reflect changes in our services, technology, information handling practices or legal requirements.
Any revised policy will be published on this website with an updated revision date.
We encourage visitors and clients to review this page periodically.
For privacy enquiries, requests to access or correct personal information, or complaints regarding information handling, please contact:
Small Biz Optimize (SBO)
Privacy Contact: Mahtab Lahijany
Position: Principal Business Advisor
Address:
222 Margaret Street
Brisbane QLD 4000
Australia
Phone: 0424 738 426
Email: mahtab@smallbizoptimize.com
Website: https://smallbizoptimize.com
© 2026 Small Biz Optimize. All rights reserved.
