Privacy Policy

Information We Collect

We collect information necessary to provide effective financial planning services, including:

• Contact information such as name, email address, phone number, and postal address
• Financial information including income, expenses, assets, and financial goals you choose to share
• Communication records from consultations, emails, and service interactions
• Website usage data and preferences to improve your online experience

How We Use Your Information

Your information is used exclusively for providing and improving our financial planning services:

• Delivering personalized financial planning consultations and strategies
• Communicating about your financial plan, appointments, and service updates
• Improving our services based on your feedback and needs
• Complying with Australian financial services regulations and record-keeping requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds:

Primary Legal Basis: We process your data on the basis of consent and legitimate interest in providing financial planning services

Your consent allows us to provide personalized financial planning services, while our legitimate business interests enable us to improve service quality and maintain necessary business records.

Information Sharing

We do not sell your personal information. We may share information only in these limited circumstances:

• With your explicit consent for specific purposes you've approved
• When required by Australian law or regulatory authorities
• With trusted service providers who assist in delivering our services under strict confidentiality agreements

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure data storage, and regular security assessments.

Your Privacy Rights

Under Australian privacy law and international regulations, you have the following rights:

• Access your personal information and receive a copy of data we hold about you
• Correct inaccurate or incomplete information in your records
• Request deletion of your personal information subject to legal retention requirements
• Restrict or object to processing of your information in certain circumstances
• Withdraw consent for processing where consent is the legal basis

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and analyze service usage. You can control cookie preferences through your browser settings.

For detailed information, please review our Cookie Policy Cookie Policy

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically retained for seven years as required by Australian regulations.

Children's Privacy

Our financial planning services are intended for adults. We do not knowingly collect personal information from individuals under 18 years of age without parental consent.

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on our website with the revision date.

Contact Information

For questions about this Privacy Policy or to exercise your privacy rights, please contact us using the information below.