Privacy Policy

We collect information you provide directly to us and information automatically collected through your use of our services:

• Contact details (name, email, phone number, address)
• Financial information (income, assets, financial goals)
• Communication records (consultation notes, email correspondence)
• Technical data (IP address, browser type, usage patterns)

Your personal information is used for the following purposes:

• Providing personalised financial planning consultations
• Communicating about our services and appointments
• Improving our services and website functionality
• Complying with legal and regulatory requirements

We process your personal information based on:

Consent for marketing communications and optional services: We process your data on the basis of consent and legitimate interest.

Our website uses various cookies and tracking technologies:

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 our legal rights
• With your explicit consent for specific purposes

Under Australian privacy law, you have the following rights:

• Access to your personal information
• Correction of inaccurate or incomplete information
• Deletion of personal information in certain circumstances
• Restriction of processing activities
• Data portability for information you've provided
• Objection to processing based on legitimate interests

We implement appropriate technical and organisational measures to protect your personal information and retain it only as long as necessary for our legitimate business purposes and legal requirements.

If we transfer your personal information outside Australia, we ensure appropriate safeguards are in place to protect your privacy rights in accordance with Australian Privacy Principles.

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact our Privacy Officer using the contact details provided.