Privacy Policy and Data Protection

Information We Collect

We collect information necessary to provide our consultation services and improve your experience:

• • Contact details including name, email address, and phone number
• • Financial information discussed during consultations for planning purposes
• • Communication preferences and consultation scheduling information
• • Website usage data and technical information for service improvement

How We Use Your Information

Your personal information is used exclusively for the following purposes:

• • Providing personalized financial planning consultations and ongoing support
• • Scheduling appointments and sending service-related communications
• • Improving our consultation services and website functionality
• • Complying with legal obligations and regulatory requirements

Legal Basis for Processing

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

Information Sharing Practices

We limit data sharing to essential business purposes and may share information in these specific circumstances:

• • With trusted service providers who assist in delivering our consultation services
• • When required by Australian law or regulatory authorities
• • With your explicit consent for specific purposes you authorize

Data Security Measures

We implement comprehensive security measures to protect your personal information, including encryption, secure data storage, access controls, and regular security assessments to safeguard your consultation data.

Your Privacy Rights

Under Australian privacy law, you have several important rights regarding your personal information:

• • Access your personal information and understand how it's used
• • Request correction of inaccurate or incomplete information
• • Request deletion of personal information in certain circumstances
• • Withdraw consent for optional data processing activities
• • Lodge complaints with the Office of the Australian Information Commissioner

Cookies and Tracking Technologies

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

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

Data Retention Periods

We retain personal information only as long as necessary for consultation services, legal compliance, and legitimate business purposes, typically for 7 years after your last consultation or as required by Australian financial services regulations.

Children's Privacy Protection

Our financial planning consultation services are designed for adults aged 18 and older. We do not knowingly collect personal information from individuals under 18 years of age.

Privacy Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Significant changes will be communicated through email or website notification.

Contact Information

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us using the information provided below.