Privacy Policy

Privacy and Data Protection

Learn more about how we collect, use, and protect your personal information in accordance with Australian privacy laws and international standards.

Your privacy is fundamental to our service. We implement comprehensive measures to safeguard your personal information and maintain transparency about our data practices.

Information We Collect

We collect information necessary to provide our services effectively:

• • Contact information including name, address, phone number, and email address
• • Financial information relevant to our consultation services and planning activities
• • Communication records including emails, phone calls, and meeting notes
• • Website usage data through cookies and analytics tools for service improvement

How We Use Your Information

Your information is used solely for legitimate business purposes:

• • Providing personalized financial planning consultations and services
• • Communicating about your account, services, and important updates
• • Improving our services based on usage patterns and client feedback
• • Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on lawful grounds under Australian privacy legislation:

We process your data on the basis of consent and legitimate interest.: Consent / Legitimate Interest

Consent for marketing communications and legitimate interest for service provision and business operations. You may withdraw consent at any time without affecting service quality.

Information Sharing

We maintain strict controls over information sharing:

• • With service providers who assist in delivering our services, under strict confidentiality agreements
• • When required by law, court order, or regulatory authority
• • With your explicit consent for specific purposes you approve

Data Security Measures

We implement industry-standard security measures including encryption, access controls, regular security assessments, and staff training to protect your information from unauthorized access, disclosure, or misuse.

Your Privacy Rights

Under Australian privacy law, you have important rights regarding your personal information:

• • Access your personal information and request copies of data we hold
• • Correct inaccurate information and update your details
• • Request deletion of your information where legally permissible
• • Object to processing for marketing purposes
• • File complaints with the Australian Privacy Commissioner if concerns arise

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and gather usage analytics.

Detailed information about our cookie usage is available in our Cookie Policy, including options for managing your preferences.

Data Retention

We retain your information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client records are maintained according to Australian financial services regulations, typically for seven years after service completion.

Children's Privacy

Our services are designed for adults aged 18 and older. We do not knowingly collect personal information from children under 18 without parental consent.

Privacy Policy Changes

We may update this privacy policy to reflect changes in our practices, services, or legal requirements. Material changes will be communicated through email or website notifications.

Privacy Contact Information

For privacy-related questions, concerns, or to exercise your rights, please contact our privacy officer: