This page summarises the controls Edgeview Finance uses to protect the personal and business information handled through our services.
1. Scope
This security summary applies to personal and business information we handle in connection with our services, websites and Microsoft 365 document environment. It complements our Privacy Policy.
2. Identity and access
We require MFA through Microsoft Conditional Access for mailboxes and business applications.
We use least-privilege access so people receive only the access needed for their work.
3. Data and endpoint protection
Information is protected by encryption in transit and at rest.
Microsoft Defender and Intune provide endpoint security and device-management controls for company devices and access to business information.
4. Data location
Our Microsoft 365 document store is located in Australia.
Some service providers and systems may process information overseas. The overseas-disclosure section of our Privacy Policy explains the locations and safeguards that apply.
5. Certification
Edgeview Finance holds SMB1001:2026 Level 3 (Gold) certification, awarded on 6 July 2026.
6. Contact
For a question about privacy or security, email privacy@edgeviewfinance.com.au or call 07 5241 1370.