Privacy Policy

Information We Collect

We collect several types of information to provide and improve our services:

• • Contact information (name, email, phone, address)
• • Financial information relevant to your planning needs
• • Communication records and consultation notes
• • Website usage data and technical information

How We Use Your Information

We use your personal information for the following purposes:

• • Provide personalized financial planning consultations and advice
• • Communicate with you about appointments and service updates
• • Improve our services based on your feedback and needs
• • Comply with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on:

We process your data on the basis of consent and legitimate interest in providing financial planning services.: Consent / Legitimate Interest

Information Sharing and Disclosure

We may share your information in the following limited circumstances:

• • With your explicit consent for specific purposes
• • To comply with legal obligations or court orders
• • With trusted service providers who assist in delivering our services

Data Security

We implement comprehensive security measures including encryption, secure servers, and regular security audits to protect your personal information. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• • Access your personal information and request copies
• • Correct inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Restrict or object to certain processing activities
• • Withdraw consent for processing based on consent

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and analyze usage patterns.

For detailed information about our cookie practices, please see our Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for 7 years after the end of our professional relationship.

Children's Privacy

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

18+ only

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Significant changes will be communicated to you via email or website notification.

Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us: