Privacy Policy

Our Privacy Commitment

We are committed to protecting your personal information and being transparent about how we collect, use, and store your data.

This policy explains our data practices and your rights regarding personal information we collect through our services.

Information We Collect

We collect several types of information to provide our services effectively:

• Personal identification information including name, address, and date of birth
• Contact details such as email address and phone number
• Website usage data including pages visited and time spent
• Technical information like IP address, browser type, and device information

How We Use Your Information

We use collected information for the following purposes:

• Providing financial planning services and consultations
• Communicating with you about services and appointments
• Improving our website functionality and service quality
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds:

Information Sharing

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to protect legal rights
• With third parties when you provide explicit consent

Data Security

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

Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected and to comply with legal obligations.

Your Privacy Rights

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

• Right to access personal information we hold about you
• Right to request correction of inaccurate information
• Right to request deletion of personal information in certain circumstances
• Right to restrict processing of your personal information
• Right to receive your data in a portable format
• Right to object to certain types of processing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience.

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

Children's Privacy

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

Policy Changes

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements.

Contact Information

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