Last updated: 01/05/2026
Tony Kelly Lawyer & Estate Planner respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, hold and disclose personal information when you contact us, use our website, make an enquiry, book an appointment, or engage us for legal services.
This policy is intended to reflect our obligations under the Privacy Act 1988 (Cth) and the Australian Privacy Principles. The Australian Privacy Principles require privacy policies to explain what personal information is collected, how it is collected and held, why it is used or disclosed, how individuals can access or correct their information, and how privacy complaints are handled.
1. Who we are
Tony Kelly Lawyer & Estate Planner provides legal services in Melbourne, Victoria, with a focus on estate planning, wills, powers of attorney, trusts, superannuation, business succession and related legal matters.
Our contact details are:
Tony Kelly Lawyer & Estate Planner
Level 1, Suites 1 & 2,
443 Little Collins Street, Melbourne, Victoria
Phone: 03 9017 6800
Email: tk@tonykellylawyer.com.au
2. What personal information we collect
The types of personal information we may collect include:
- your name, email address, phone number and postal address;
- company or business details, where relevant;
- information you provide through our website contact forms or appointment enquiries;
- information about how you heard about us;
- details about your legal matter, estate planning needs, family circumstances, assets, business interests or related instructions;
- identity information required for legal, regulatory, professional or administrative purposes;
- billing, payment and account information;
- correspondence, documents and records you provide to us;
- information collected through website analytics, cookies or similar technologies.
Because we provide legal services, some information you provide may be sensitive or confidential. This may include information about family relationships, financial affairs, health, capacity, beneficiaries, superannuation, trusts, companies, succession planning or disputes.
3. How we collect personal information
We usually collect personal information directly from you when you:
- contact us by phone, email or through our website;
- submit an enquiry or booking request;
- attend an appointment in person or online;
- provide instructions or documents to us;
- communicate with our lawyers, staff or representatives.
We may also collect personal information from third parties where it is reasonably necessary for providing legal services. This may include information from your authorised representatives, accountants, financial advisers, family members, business partners, executors, trustees, courts, government agencies, public registers or other professional advisers.
4. Why we collect, use and disclose personal information
We collect, hold, use and disclose personal information for purposes including:
- responding to enquiries and appointment requests;
- assessing whether we can assist with your matter;
- providing legal advice and legal services;
- preparing wills, powers of attorney, estate planning documents, trust documents, business succession documents and related materials;
- managing client files and maintaining legal records;
- communicating with you and your authorised representatives;
- verifying identity and complying with legal, professional and regulatory obligations;
- billing, accounting and administration;
- managing conflicts of interest;
- improving our website, services and client experience;
- protecting our legal rights and meeting professional indemnity, audit or compliance requirements.
We will not use your personal information for a purpose unrelated to our legal services unless you have consented, or we are otherwise permitted or required by law to do so.
5. Disclosure of personal information
We may disclose personal information where reasonably necessary to:
- barristers, solicitors, consultants or other professional advisers;
- accountants, financial advisers, tax advisers or other advisers involved in your matter;
- courts, tribunals, regulators, government authorities or law enforcement bodies;
- banks, superannuation funds, insurers, trustees, executors or business counterparties;
- technology, hosting, document management, email, accounting or administrative service providers;
- any person or organisation you authorise us to communicate with.
We take reasonable steps to ensure that third parties who handle personal information on our behalf protect that information appropriately.
6. Overseas disclosure
Some technology, cloud storage, email, communication, website or administrative service providers may store or process information using servers located outside Australia.
Where personal information is disclosed overseas, we take reasonable steps to ensure that the information is handled in a manner consistent with Australian privacy requirements, where required by law.
7. Website, cookies and analytics
When you visit our website, certain technical information may be collected automatically, such as your IP address, browser type, device information, pages visited, time spent on the website and referring website.
Our website may use cookies, analytics tools, spam protection tools, form plugins or similar technologies to operate the website, improve performance, protect against misuse and understand how visitors use the site.
You can adjust your browser settings to refuse cookies, although some parts of the website may not function properly.
8. How we hold and protect personal information
We may hold personal information in physical files, electronic files, email systems, practice management systems, cloud storage, accounting systems and secure databases.
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. These steps may include access controls, secure storage, password protection, confidentiality obligations, staff procedures and secure document handling.
The Australian Privacy Principles require organisations to take reasonable steps to protect personal information and to destroy or de-identify information in certain circumstances.
9. Legal professional confidentiality
Information provided to us in connection with legal services may be subject to duties of confidentiality and, in some circumstances, legal professional privilege.
This Privacy Policy does not limit any additional confidentiality or professional obligations that apply to us as legal practitioners.
10. Accessing or correcting your personal information
You may request access to personal information we hold about you, or ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.
To make a request, please contact us using the details below.
We may need to verify your identity before responding. In some circumstances, we may refuse access or correction where permitted by law, including where access would affect legal professional privilege, confidentiality obligations, legal proceedings, another person’s privacy, or where another exception applies.
11. Complaints
If you believe we have breached your privacy or mishandled your personal information, please contact us first so we can review and respond to your concerns.
Privacy complaints can be sent to:
Tony Kelly Lawyer & Estate Planner
Email: tk@tonykellylawyer.com.au
Phone: 03 9017 6800
Address: Level 1, Suites 1 & 2, 443 Little Collins Street, Melbourne, Victoria
Please include your name, contact details and a clear description of your concern.
We will consider your complaint and respond within a reasonable time. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.
12. Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal obligations or website functionality.
The latest version will be published on our website.
13. Contact us
For privacy questions, access or correction requests, or complaints, please contact:
Tony Kelly Lawyer & Estate Planner
Level 1, Suites 1 & 2,
443 Little Collins Street, Melbourne, Victoria
Phone: 03 9017 6800
Email: tk@tonykellylawyer.com.au
