Privacy Policy

Privacy Policy Introduction

Your privacy is important to us. This policy explains how we collect, use, and protect your personal information.

We are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and Australian Privacy Principles.

Information We Collect

We collect various types of information to provide and improve our financial planning services.

• • Contact information including name, address, email, and phone number
• • Financial information relevant to planning consultations and service delivery
• • Communication preferences and service usage patterns
• • Technical information about your device and website interactions

How We Use Your Information

We use your information for legitimate business purposes related to providing financial planning services.

• • Delivering personalized financial planning consultations and advice
• • Communicating about services, appointments, and account information
• • Improving our services and developing new offerings
• • Complying with legal and regulatory requirements
• • Protecting against fraud and ensuring service security

Legal Basis for Processing

We process your personal information based on legitimate business interests and legal obligations.

We process your data on the basis of consent, legitimate interest, and legal compliance.

Information Sharing Practices

We do not sell your personal information and only share data when necessary for service delivery or legal compliance.

• • With trusted service providers who assist in delivering our services
• • When required by law or to comply with legal processes
• • To protect our rights, property, or safety and that of our clients
• • With your explicit consent for specific purposes

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Data Retention Policy

We retain your personal information only as long as necessary for the purposes outlined in this policy or as required by law.

Your Privacy Rights

You have various rights regarding your personal information under Australian privacy law.

• • Right to access your personal information we hold
• • Right to request correction of inaccurate information
• • Right to request deletion of your personal information
• • Right to restrict processing of your information
• • Right to receive your information in a portable format
• • Right to object to certain types of processing

Cookies and Tracking Technologies

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

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

Children's Privacy Protection

Our services are designed for adults, and we do not knowingly collect personal information from children under 18 years of age.

Privacy Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes.

Privacy Contact Information

For privacy-related questions or to exercise your rights, please contact our privacy team using the information below.