Plico Advisory · Legal

Privacy
Policy

This policy explains what personal information Plico Advisory collects, how we use and store it, and the choices you have — including how this applies to our AI-assisted advisory tools.

Overview

Plico Advisory ("Plico", "we", "us", "our") is committed to protecting the privacy of individuals and organisations who use our website, tools and advisory services. This policy is prepared in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth).

By using our website, intake forms or advisory tools, you agree to the collection and use of information as described in this policy.

Information we collect

We collect information that you provide directly to us, and limited technical information collected automatically when you use our website and tools.

Contact details Name, email address, phone number and organisation, provided when you submit an enquiry, intake form, waitlist or newsletter request.
Project information Site addresses, project briefs, budgets, drawings and related material you provide so we can prepare advice, reports or feasibility assessments.
Tool inputs Information you enter into our advisory tools (e.g. space planners, budget planners, compliance guides) to generate reports or outputs for your project.
Technical data Standard web log information such as browser type, device type and pages visited, used to operate and improve the website.
Reports you purchase When you generate a Site Intelligence Report or Place History Report, we keep the finished report, the site address, the name and email address you enter, and a report reference number.
Uploaded documents Documents you upload (such as planning certificates or property reports) are sent to our AI provider to extract planning information for your report. We do not keep a separate copy of them.
Purchase & credit records Your email address, your Stripe customer reference, the report credits you have bought and used, and the date of each report. Card details are handled by Stripe and never reach us.
Acceptance of our terms When you accept our terms and conditions we record which version you accepted and the date and time, together with your order or enquiry. We do not record your IP address for this purpose.
Site Snapshot requests When you ask for a free Site Snapshot we keep your email address, the site address and state, the situation you chose (if any), whether the lookup worked, and the time you agreed to this policy. We use them to send you the snapshot and to follow up about our reports. We keep them for 12 months, like our reports, and then delete them. You can ask us to delete them sooner at any time.
Waitlists and feedback forms If you join a waitlist (for a report in a state we do not yet cover, for our property professionals service, or for our client and facilities guides and tools) we keep your email address and, for the professionals waitlist, your name, organisation, role, the number of reports you expect to need and the features you chose. For the guides and tools waitlist we keep your name (optional). For either of these waitlists we also keep any message you choose to include. A copy of each registration is emailed to our team. If you send founding client feedback we keep your name, role, the report you used, your feedback and the exact quote you approve, with the time you gave consent. We publish a quote only in the way you approved, and you can withdraw consent at any time.
Abuse protection To stop misuse of our free tools we keep a one-way (hashed) record of the internet address and email address behind recent requests, so we can limit how many a person makes in a day. We do not keep the raw internet address for this purpose.
Address suggestions When you type an address into our forms, the characters you type are sent through our server to Geoscape Australia’s address service to suggest matching addresses. If that service is unavailable your browser may instead ask OpenStreetMap’s Nominatim service. Only the text you type is sent, never your name or email.

How we use your information

We use the information you provide to respond to enquiries, prepare proposals, deliver advisory reports, and generate outputs from our tools (such as feasibility studies, budget plans and compliance guides).

We use your contact details to respond to your enquiries, provide updates on projects you've engaged us for, and — where you've opted in — send information about our services and tools.

We may use anonymised, aggregated data about how our tools are used to improve their functionality, accuracy and design. This data is not linked back to identifiable individuals.

We may use or disclose information where required by law, to comply with regulatory obligations, or to protect the rights, property or safety of Plico, our clients or others.

AI-assisted tools

Several of our advisory tools use AI (including the Anthropic API) to help generate reports, summaries and recommendations. The way we use AI tools — and how project information is handled when you use them — is set out in full in our AI Disclosure.

No sensitive data in prompts. Only project-relevant information needed to generate your requested output should be entered into our AI-assisted tools. Avoid entering financial account details or information unrelated to your project.

Storage & security

Storage Information is stored on secure, access-controlled cloud systems. Reports you purchase are kept in our secure database (Supabase, hosted in Sydney, Australia), in Plico Advisory’s Google Drive, and briefly in your own browser (see below). We also keep an archive copy of each report you buy, the details you gave us to produce it and your order record, in a private, access-controlled area of the same Australian database, for seven years. The archive is used only to deal with questions or disputes about a report, and to meet our tax and accounting obligations. It is not accessible through your report link.
How long we keep it Report copies you can open through your report link, in our database and in Google Drive: 12 months from the date generated, then deleted.
Archive copy of a report, the details used to produce it and the order record, including the version of our terms you accepted and when: 7 years from the date generated, then deleted.
Purchase and credit records: 7 years, for tax and accounting.
Feasibility Study Report enquiries: if you do not go on to engage us, we keep the enquiry, the indicative fee and your contact details for 24 months from the enquiry date, then delete them. If you do engage us, we keep the enquiry, our fee proposal, your acceptance of it and of our terms, and the report we deliver for 7 years from delivery.
We keep waitlist registrations for 12 months, or until you ask us to delete them, whichever comes first.
Report links: expire 30 days after they are issued.
The “your last report is ready” reminder in your browser: removed when you open or download the report, and after 7 days at most.
Other information: only for as long as necessary to provide our services, meet legal obligations, or as agreed with you.
Report links & emails When your report is ready we email you a private link to it. Anyone who has the link can open the report until it expires, so please don’t forward it. If your link has expired, email hello@plicoadvisory.com and we can send a new one while we still hold your report.
Information in your browser So we can show “Your last report is ready” if you come back, we store a report reference and a private key in your browser’s local storage. It is not a tracking cookie and is not shared with anyone. It is removed when you open or download the report, or after 7 days. On a shared computer, open your report or clear this site’s data to remove it.
Quality checks Reports are checked automatically for internal consistency. If something is flagged, Plico Advisory staff may review the report — including the site address and your email address — in our internal task system, and may correct it and send you an updated copy.
Third-party processors We use these providers to operate our website and tools. They are contractually required to protect your information and only process it on our instructions.
Anthropic — AI report generation — United States
Supabase — report copies, credit records and form submissions (waitlists, enquiries) — Sydney, Australia
Vercel — website hosting — Sydney, Australia
Google — Drive report copies and email — Australia and the United States
Stripe — payments — Australia and the United States
Resend — sending report, snapshot and waitlist emails — Japan and the United States
Geoscape Australia — address suggestions and South Australian address matching — Australia
ClickUp — internal quality review and service alerts — United States
Formspree — website contact form — United States
Government planning lookups To report a site’s planning controls, we look up its address and location in public government planning and mapping services (for example, the Victorian Government’s Vicmap and Planning Schemes services, and the NSW Planning Portal). For South Australian sites, the address is matched using Geoscape Australia’s address service (Geoscape is a company owned by Australia’s nine governments). The free Site Snapshot uses the same lookups. Only the site’s address, location and lot/plan reference are sent — never your name, email or payment details.
No sale of data We do not sell, rent or trade your personal information to third parties for marketing purposes.
International transfers Some of the providers above store or process information outside Australia — in the United States and Japan, as listed. Where this occurs, we take reasonable steps to ensure your information is handled in line with this policy and the Australian Privacy Principles.

Your rights

You have the right to:

Request access to the personal information we hold about you, and ask us to correct any information that is inaccurate or out of date.

Ask us to delete the reports we hold about you. We will delete report copies within 30 days of your request. The archive copy of a report, the details used to produce it, and purchase and credit records are kept for the period required by law and for the seven-year archive period described above.

Unsubscribe from marketing communications at any time, or ask us to stop using your information for a particular purpose.

Lodge a complaint about how we've handled your personal information by contacting us directly. If you're not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

Contact & updates

For any questions about this policy, or to exercise any of the rights above, contact us at hello@plicoadvisory.com.

We may update this policy from time to time to reflect changes to our practices, services or legal obligations. The current version always applies and will be posted on this page.

This policy was last reviewed: 12 October 2026. Version 2026-10-12. The previous version (2026-10-05) is kept for reference, as is the version before it (2026-10).