Privacy Policy

Information We Collect

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

• Contact information including name, address, phone number, and email address
• Financial information relevant to planning consultations and goal setting
• Communication records from consultations, emails, and service interactions
• Website usage data including pages visited, time spent, and referral sources

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultation services and ongoing support
• Communicating about your consultations, appointments, and service updates
• Improving our services and website functionality based on user feedback
• Complying with legal requirements and regulatory obligations

Legal Basis for Processing

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information only in specific circumstances necessary for service provision or legal compliance, such as with trusted service providers who assist in delivering our consultation services.

Any third-party service providers who access your information are contractually bound to maintain confidentiality and use information only for specified purposes related to our service delivery. We ensure all partners meet appropriate privacy and security standards.

Your Privacy Rights

Under Australian Privacy Act and applicable international regulations, you have several 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 your personal information in certain circumstances
• Right to restrict processing of your personal information
• Right to receive a copy of your personal information in a portable format

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our security practices include encrypted data transmission, secure data storage, and regular security assessments.

While we maintain robust security measures, no internet transmission or electronic storage method is completely secure. We continuously monitor and update our security practices to maintain the highest reasonable level of protection for your information.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Typically, we retain client information for seven years after service completion, or as required by Australian financial services regulations and tax law requirements.

International Data Transfers

Your information is primarily processed and stored within Australia. If international transfers are necessary for service provision, we ensure appropriate safeguards are in place to protect your privacy rights and comply with applicable data protection laws.

Contact Information