Privacy Policy and Data Protection

Information We Collect

We collect information you provide directly and some information automatically when you use our service

• Contact information including name, email address, phone number, and mailing address for consultation scheduling and communication
• Financial information such as income ranges, assets levels, and planning goals to tailor our consultation discussions to your needs
• Communication records including consultation notes, email correspondence, and feedback to improve our service quality
• Website usage data including pages visited, consultation booking patterns, and resource downloads to enhance user experience

How We Use Your Information

We use your personal information for legitimate business purposes related to our financial planning services

• Providing personalized financial planning consultations and ongoing support through our subscription service
• Communicating with you about appointments, service updates, planning resources, and responding to your questions
• Improving our consultation methods, developing new planning resources, and enhancing overall service quality
• Complying with legal obligations, maintaining accurate records, and protecting against fraud or unauthorized access

Legal Basis for Data Processing

Under Australian privacy laws and international regulations, we process your data based on the following legal grounds

We process your data based on consent for marketing communications, legitimate interests for service improvement, and contractual necessity for providing consultation services: Consent / Legitimate Interest

How We Share Your Information

We limit data sharing to necessary business purposes and trusted service providers

• With professional service providers such as appointment scheduling platforms, payment processors, and secure cloud storage services under strict confidentiality agreements
• When required by law, legal process, or regulatory authorities such as ASIC or Australian taxation authorities
• With your explicit consent for specific purposes such as referrals to other financial professionals or specialized planning services

Data Security and Protection

We implement robust security measures including encrypted data transmission, secure server hosting, regular security audits, access controls, and staff training to protect your personal information from unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

Under Australian Privacy Principles and international privacy laws, you have several important rights regarding your personal information

• Request access to personal information we hold about you, including consultation records and communication history
• Request correction of inaccurate or incomplete information in our records
• Request deletion of your personal information, subject to legal and business record-keeping requirements
• Request a copy of your data in a portable format for transfer to another service provider
• Object to certain uses of your information, particularly for marketing purposes or automated decision-making

Cookies and Website Technologies

We use cookies and similar technologies to enhance your website experience, remember your preferences, and analyze site usage patterns to improve our online resources.

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

Contacting Us About Privacy

If you have questions about this Privacy Policy, want to exercise your privacy rights, or have concerns about how we handle your information, please contact our Privacy Officer using the details below.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or service offerings. We will notify you of material changes by email or prominent website notice, and the updated policy will take effect on the date specified.