Privacy Policy for Your Data

Your trust is important to us. This policy explains how we collect, use, and protect your personal information, complying with Australian privacy laws and putting your confidentiality first.

What Information We Collect

We collect only details relevant to your consultation or enquiry to ensure a personalised experience and compliant service.

• Contact details provided through our website forms, including name, phone number, and email address.
• Information you share during your consultation, such as your preferences, spending habits, and financial goals.
• Records of communication, including emails and written correspondence, for quality and follow-up purposes.
• Website usage data, like IP address and browser type, to enhance your online experience and maintain security.

How We Use Your Information

Information is used solely for delivering requested services, responding to queries, or lawful business obligations.

• Arranging and conducting financial consultations based on your preferences and needs.
• Communicating with you about appointments, updates, or requested information in a timely manner.
• Maintaining records to ensure ongoing quality, compliance, and security of your information.
• Improving our website and services, using aggregated, non-identifiable data for analysis.

Legal Basis for Processing

We only process your data where lawful grounds exist under Australian law or with your clear consent.

Processing may occur to fulfil our contract with you, comply with regulatory obligations, or after you provide informed consent. You can withdraw consent at any time by contacting us.

Sharing Your Data

Your information is not sold and only shared as required for lawful operation or with your approval.

• Service providers supporting consultation delivery may have limited access, under a confidentiality agreement.
• Government authorities, if compliance with legal requirements makes it necessary to share certain details.
• IT providers for website security, strictly limited to maintaining system protection and not for marketing purposes.

Data Security

We implement multiple security measures, such as encryption, access controls, and regular review, to keep your data safe. Only authorised personnel can access personal details, and we monitor our processes for improvement.

Your Rights

You have specific rights regarding your personal data under Australian law.

• Request a copy of the personal information we hold about you at any time.
• Ask for corrections if your personal details are inaccurate or incomplete.
• Request deletion of your personal data, except where retention is legally required.
• Object to certain forms of processing, such as direct marketing or profiling activities.

Cookies and Tracking

We use functional and analytical cookies only to enhance site functionality and improve your experience. For more information, please refer to our dedicated cookie policy.

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Contact Us

For privacy questions or requests regarding your personal information, please reach out to our advisory team at the details below.

Policy Changes and Updates

We update this privacy policy as needed to remain compliant and transparent. Changes are published on our website, with the latest update date indicated below.