Privacy Policy

Personal Information

• Name, email address, phone number, and postal address
• Financial information relevant to planning consultations
• Communication preferences and service requirements

Usage Information

• Website browsing patterns and page visits
• Device information and IP address
• Session duration and interaction data

• Providing personalised financial planning consultation services
• Communicating with you about your financial planning needs
• Improving our services and website functionality
• Complying with legal and regulatory requirements

We process your personal information based on various legal grounds under Australian privacy law

Primary Legal Basis: We process your data on the basis of consent and legitimate business interests for service provision

We may share your information in limited circumstances to provide our services effectively

• With professional service providers who assist in delivering our services
• When required by law or to comply with regulatory requirements
• With your explicit consent for specific purposes

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

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

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

• Right to access and review the personal information we hold about you
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information in certain circumstances
• Right to restrict processing of your information under specific conditions
• Right to receive your personal information in a portable format
• Right to object to processing based on legitimate interests

We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically for a period of 7 years after service completion

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

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on our website with an updated revision date

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us