Last updated: 14 November 2026
Jacky Morgan Coaching & Consulting (“I”, “me”, “my”) respects your privacy. This policy explains what personal information I collect through jackymorgan.com.au and my coaching, workshop and consulting services, how I use it, and the choices you have.
I handle personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.
1. Information I collect
Information you give me
- Enquiries: your name, email address, phone number (optional), organisation (optional), the services you’re interested in and your message, when you use the contact form or email or call me.
- Discovery calls: your name, email address and the details you share when you book a free discovery call through my online booking calendar.
- Intake forms: the information you give in an intake form before coaching or a workshop. Depending on the service, intake forms are run through Microsoft (Teams) or Google.
- Newsletter and free resources: your name and email address when you sign up for updates or download a free toolkit or guide.
- Coaching, workshops and consulting: information you share during our work together, such as your goals, career history, workplace challenges and session notes, and any assessment results (for example HBDI or Human Synergistics Life Styles Inventory) if you choose to complete one.
- Invoicing and payments: the name, organisation, address and contact details needed to issue quotes and invoices (through Xero) and follow them up. If you pay by card, your payment is processed by Stripe. I don’t see or store your full card details.
Sensitive information
In coaching or neuro-inclusion work you may choose to tell me about your health, wellbeing or neurodivergence. I only record this with your consent, only when it helps our work together, and I treat it as strictly confidential.
Information collected automatically
When you visit the website, standard technical information may be collected, such as your browser type, device, approximate location (city level) and the pages you visit. This is collected through cookies and analytics tools (see section 6) and does not identify you personally.
2. How I use your information
I use your personal information to:
- respond to your enquiry and arrange a discovery call
- deliver coaching, workshops, keynotes and consulting services
- send invoices and manage my business records
- send you resources you’ve requested and, if you’ve opted in, occasional updates and insights by email
- understand how the website is used so I can improve it
- meet my legal and professional obligations.
I will not sell, rent or trade your personal information.
3. Session recordings, transcripts and notes
I use Microsoft Teams to record transcripts of discovery sessions and coaching sessions, and Microsoft Copilot to create notes from the transcript. This helps me stay fully present in our conversation and keep accurate notes.
- I’ll let you know at the start when transcription is on.
- You can choose not to have transcription used. Just tell me, before or during a session, and I’ll switch the function off. Choosing this won’t affect your coaching in any way.
- Copilot is only used to summarise our sessions into notes. It isn’t used to make decisions about you.
- Notes are stored in Microsoft OneDrive, and from time to time in Google Drive. They are also transferred and backed up to a hard drive from time to time.
4. Email updates
If you sign up for my newsletter or a free resource, I’ll send you emails using MailerLite. Ticking the updates box on the contact form is optional. You can unsubscribe at any time using the link at the bottom of every email, or by contacting me.
5. Who I share information with
I only share personal information when it’s needed to provide my services or run my business, or when the law requires it. This may include trusted service providers:
- Hostinger: website hosting
- MailerLite: email newsletters and resource sign-ups
- Microsoft: Microsoft 365, OneDrive, Outlook, Copilot and Teams, for email, video sessions, session transcripts and notes, intake forms and file storage
- Google: booking calendar (Google Calendar), email, Google Drive, intake forms and website analytics (Google Analytics)
- Stripe: card payments, if you choose to pay by card
- Xero: quotes, invoicing and accounting records
- Assessment providers (Herrmann Global for HBDI, Human Synergistics for the Life Styles Inventory), only if you complete an assessment
- my accountant, for invoicing and tax records.
Coaching paid for by your employer: if your organisation is paying for your coaching, I may facilitate a three-way conversation with you and your manager early on, to agree your development goals, and another near the end to discuss progress. In between, you’re responsible for keeping your manager up to date, and I won’t share anything with your manager other than your attendance and participation. The content of our coaching conversations stays confidential unless you agree otherwise, the law requires it, or I believe there is a serious risk to your safety or someone else’s.
Coaching supervision: in line with the International Coaching Federation (ICF) Code of Ethics, I may discuss coaching topics with a coaching supervisor or mentor for professional development. When I do, it’s anonymous and hypothetical, and never identifies you.
Overseas storage: some of these providers store information on servers outside Australia, including in the United States and the European Union. I use reputable providers that take reasonable steps to protect your information.
6. Cookies and analytics
The website uses cookies, which are small files stored in your browser, to work properly and to help me understand how visitors use it, through tools such as Google Analytics. Analytics information is grouped and doesn’t identify you.
You can block or delete cookies in your browser settings. The website will still work, although some features may not.
7. Keeping your information secure
I take reasonable steps to protect your personal information from misuse, loss, unauthorised access, changes or disclosure. These include password-protected systems, secure (HTTPS) website connections and limiting access to session notes and transcripts. No method of internet transmission or storage is completely secure, so I can’t guarantee absolute security.
I keep personal information only for as long as it’s needed for the purposes above or required by law, then securely delete or destroy it.
8. Accessing and correcting your information
You can ask to see the personal information I hold about you, or ask me to correct or delete it. Contact me using the details below and I’ll respond within 30 days. I may need to confirm your identity first.
9. Links to other websites
My website links to other sites, such as LinkedIn, YouTube and my booking calendar. I’m not responsible for their privacy practices, so please read their privacy policies.
10. Questions or complaints
If you have a question or concern about how I’ve handled your personal information, please contact me first and I’ll do my best to resolve it quickly.
If you’re not satisfied with my response, you can contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au or on 1300 363 992.
11. Contact
Jacky Morgan Coaching & Consulting
Email: jacky@jackymorgan.com.au
Phone: 0430 030 271
12. Changes to this policy
I may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.