Security & confidentiality

The full security and confidentiality page is coming soon (Mission 4).

• Used only for your review. We use your bills, invoices and transactions only to review your costs and make the changes you approve.
• Never sold or shared. We never sell, rent or share your information. We only pass details to a provider when you've asked us to act for you under a signed letter of authority, and only what that provider needs.
• Seen only by Colin and Sally. Your documents are handled by Colin Dixon, the owner, with help from Sally, our AI assistant. Sally helps sort your bills and transactions into your cost review sheet. Colin checks every line and signs off every plan. No other people see your documents.
• How Sally handles your documents. Sally runs on an AI service that may process your documents outside Australia.
• Deleted when we're done. We delete your documents when your review is finished, or sooner if you ask.
• Redact what you like. Black out account numbers, card numbers and anything unrelated to regular costs. We only need the payee, date and amount.
• No banking passwords, ever. We'll never ask for your banking passwords. For setup work, such as changing Microsoft 365 licences, we'll ask you to add us as a user rather than share your password. If anyone claiming to be us asks for a password, don't reply. Call 0419 415 000.

See also our privacy policy, terms and letter of authority. Questions: help@servicebroker.com.au.