Privacy Policy

Information We Collect

We collect information you provide directly and automatically when you use our website and services.

• Contact details including name, email address, and phone number
• Financial information relevant to planning consultations and analysis
• Communication records from consultations, emails, and support interactions
• Website usage data including pages visited and interaction patterns

How We Use Your Information

We use collected information to provide our financial planning services and improve your experience.

• Deliver personalized financial planning consultations and analytical reviews
• Communicate about your subscription, appointments, and service updates
• Improve our services based on usage patterns and client feedback
• Comply with legal obligations and protect against fraudulent activity

Legal Basis for Processing

We process your personal information based on the following legal foundations under Australian Privacy Principles.

Data Sharing Practices

We limit data sharing to essential service providers and legal requirements only.

• Trusted service providers who assist with website functionality and client communications
• Legal authorities when required by Australian law or court order
• Professional advisors including lawyers and accountants for business operations

Your Privacy Rights

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

Cookies and Tracking

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

See our Cookie Policy for detailed information about cookie usage and your choices Cookie Policy

Data Security Measures

We implement appropriate technical and administrative safeguards to protect your personal information from unauthorized access, alteration, or disclosure. However, no system is completely secure, and we cannot guarantee absolute security.

Data Retention Period

We retain personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client records are typically retained for seven years after service termination as required by professional standards.

Children's Privacy

Our services are designed for adults aged 18 and older. We do not knowingly collect personal information from children under 18 without parental consent.

Privacy Policy Changes

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Material changes will be communicated via email or website notice before taking effect.

Contact Information

For questions about this privacy policy or to exercise your privacy rights, please contact us using the information below.