Privacy Policy and Data Protection Information

Our Privacy Commitment

We take your privacy seriously and are committed to protecting your personal information in accordance with Australian Privacy Principles and applicable data protection legislation.

This policy explains how we collect, use, store, and protect your personal information when you use our services.

Information We Collect

We collect information necessary to provide our financial planning services:

• Contact details including name, address, phone number, and email address
• Financial information relevant to planning consultations and service delivery
• Communication preferences and service interaction history
• Website usage data and technical information for service improvement

How We Use Your Information

Personal information is used exclusively for legitimate business purposes:

• Providing requested financial planning services and consultations
• Communicating about appointments, services, and relevant updates
• Improving our services based on feedback and usage patterns
• Meeting legal and regulatory obligations in the financial services industry

Legal Basis for Processing

We process personal information under the following legal frameworks:

Primary Basis:: We process your data on the basis of consent and legitimate business interest for service delivery.

Consent is obtained for marketing communications while legitimate interest applies to service delivery and improvement.

Information Sharing Practices

We limit information sharing to essential business purposes:

• Trusted service providers who assist in delivering our services under strict confidentiality agreements
• Legal authorities when required by law or to protect legitimate interests
• Professional advisors including legal and accounting professionals bound by confidentiality obligations

Data Security Measures

We implement comprehensive security measures to protect your personal information from unauthorised access, alteration, disclosure, or destruction.

Security protocols include encryption, secure data transmission, access controls, and regular security assessments.

Your Privacy Rights

You have important rights regarding your personal information:

• Right to access personal information we hold about you
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of personal information in certain circumstances
• Right to receive personal information in a structured, commonly used format
• Right to object to processing based on legitimate interests

Cookies and Online Tracking

We use cookies and similar technologies to enhance website functionality and user experience while respecting your privacy preferences.

Detailed information about our cookie usage is available in our Cookie Policy.

Data Retention Practices

Personal information is retained only as long as necessary for service delivery, legal compliance, and legitimate business purposes. Retention periods vary based on information type and legal requirements.

Children's Privacy Protection

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

18+ only

Policy Updates and Modifications

We may update this privacy policy to reflect changes in practices, technology, or legal requirements. Significant changes will be communicated through appropriate channels.

Privacy Contact Information

For privacy-related questions, requests to exercise your rights, or concerns about data handling, contact our privacy team using the details provided in our contact section.