Privacy Policy

Information We Collect

We collect information you provide directly to us and information we gather automatically when you use our services:

• • Contact details including name, email address, and phone number
• • Financial information relevant to consultation services (asset ranges, planning goals)
• • Communication preferences and consultation history
• • Website usage data and technical information for service improvement

How We Use Your Information

We use the information we collect for the following purposes:

• • Providing financial planning consultation services and analytical reviews
• • Communicating with you about appointments, services, and account management
• • 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:

Primary Legal Basis:: We process your data on the basis of consent and legitimate business interests in providing consultation services.

Information Sharing

We may share your information in the following limited circumstances:

• • With service providers who assist in delivering our consultation services
• • When required by law or to comply with regulatory requirements
• • 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. However, no method of transmission over the internet is completely secure.

Data Retention

We retain your personal information for as long as necessary to provide our consultation services and comply with legal obligations. Typically, this means retaining consultation records for 7 years after your last interaction with our services.

Your Privacy Rights

Under Australian privacy law, you have the following rights regarding your personal information:

• • Access to your personal information and details about how it's used
• • Correction of inaccurate or incomplete personal information
• • Deletion of personal information in certain circumstances
• • Restriction of processing where legally applicable
• • Withdrawal of consent where processing is based on consent

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyze usage patterns. These technologies help us provide better consultation services and personalized content.

For detailed information about our cookie practices, please refer to our separate Cookie Policy. Cookie Policy

Children's Privacy

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

18+ only

Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices, services, or legal requirements. We will notify you of material changes through email or website notices.

Questions About This Disclaimer

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