Privacy Policy

Information We Collect

We collect various types of information to provide and improve our services:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to planning consultations and service delivery
• Communication records including consultation notes and correspondence history
• Website usage data including pages visited and interaction patterns

How We Use Your Information

Your information is used for the following purposes:

• Providing personalized financial planning consultations and analytical services
• Communicating about your subscription, appointments, and service updates
• Improving our services based on feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

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

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

Consent for marketing communications, legitimate interest for service delivery, and legal obligations for regulatory compliance.

Data Sharing and Disclosure

We may share your information in the following circumstances:

• With service providers who assist in delivering our consultation services
• When required by law or to comply with regulatory requirements
• With your explicit consent for specific purposes or third-party services

Data Security

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

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• Right to access your personal information and request copies of data we hold
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to restrict processing or object to certain uses of your information
• Right to data portability and transfer to other service providers

Cookies and Tracking

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

For detailed information about our cookie usage, please refer to our separate Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for 7 years in accordance with financial services regulations.

Children's Privacy

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

Changes to This Policy

We may update this privacy policy periodically. Material changes will be communicated through email or prominent website notices before taking effect.

Contact Information

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