Privacy Policy

We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.

Information We Collect

We collect information you provide directly and automatically through your use of our services:

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

How We Use Your Information

Your information helps us provide and improve our services:

• Deliver personalized financial planning consultations and services
• Communicate about your subscription and send relevant updates
• Improve our services based on usage patterns and feedback
• Comply with legal obligations and protect against fraud

Legal Basis for Processing

Under Australian Privacy Principles, we process your data based on:

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

Information Sharing

We may share your information in limited circumstances:

• With service providers who help deliver our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Data Security

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

Your Rights

Under Australian privacy law, you have the right to:

• Access and review the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Lodge a complaint with the Office of the Australian Information Commissioner

Cookies and Tracking

We use cookies and similar technologies as described in our Cookie Policy. You can manage your cookie preferences through your browser settings.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations, typically seven years for financial records.

Children's Privacy

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

Policy Changes

We may update this privacy policy periodically. Significant changes will be communicated via email or prominent website notice.

Contact Information

For questions about this disclaimer or our services, reach out using the details below.