Not by default. Pasting client names, financial details or health information into a consumer AI tool may breach your privacy obligations and client confidentiality, depending on the tool's data-use settings and where the data is stored. Business-tier versions often offer stronger controls. The safer rule: remove identifying details, or use an approved business tool under a clear internal policy.
What it depends on
The full answer depends on your specific circumstances. Here’s what matters.
The tool and plan
Consumer and business versions of AI tools can differ on whether inputs are used for training, retention periods and data location. Read the terms for the plan you actually use.
Your obligations
The Australian Privacy Principles, professional confidentiality duties and client contracts may all limit where you can send client information.
Your staff
Most leakage happens through well-meaning staff using personal accounts. A written AI use policy matters more than any single setting.
The last 10%
What a qualified professional can add
The answer above covers the general position. Here’s where professional judgement — applied to YOUR specific situation — makes the difference.
- Reviewing AI tools against your privacy and confidentiality duties
- Writing a practical AI acceptable-use policy for staff
- Setting up approved tools with appropriate data controls
Questions to ask before you engage one
If you decide to engage a professional, these questions help you evaluate whether they’re right for your situation.
Does this AI plan use our inputs to train its models?
Where is our data stored, and for how long?
Do our client agreements or privacy policy permit this use?
Which tools are staff allowed to use, and for what?
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General Advice Warning
The information on this page is general in nature and does not take into account your personal objectives, financial situation or needs. It is provided by Global Mutual Funds Pty Ltd (ABN 20 090 555 436, AFSL 222640) and should not be relied upon as a substitute for professional advice. Consider whether the information is appropriate before acting on it. Read our Financial Services Guide.