Privacy policy for your data

We prioritise your privacy and ensure your personal information is processed in accordance with Australian law.

Information we collect

We only collect information necessary to provide you with effective and compliant services.

• Personal identification information such as name and contact details, supplied by you during our consultations.
• Details relating to your enquiry, including financial circumstances and objectives, as required for recommendations.
• Correspondence content, including email and phone communications, that are necessary for service provision.
• Technical data like browser information and IP addresses for site operation, security, and auditing purposes.

How we use your information

Your data helps us deliver clear recommendations and maintain communication in line with regulations.

• To manage consultations, respond to your requests, and support ongoing communication.
• To ensure compliance with relevant legal and regulatory frameworks in Australia.
• To improve our service quality, manage internal records, and monitor website performance.
• To send updates or important information directly related to our service with your consent.

Our legal basis explained

We collect and process your data based on the need to provide you with our services.

Your consent, service necessity, and our compliance obligations justify all data processing and retention actions.

Sharing information

We may share your data only as required to deliver or support our services.

• Information will only be shared with external partners when necessary and always subject to confidentiality agreements.
• We may disclose information to regulatory authorities if required by Australian law or court order.
• Your data is never sold to third parties nor used for unrelated marketing or external purposes.

Data security

We use multiple security layers to protect your data during storage and transmission. Strict access controls, encryption, and periodic security reviews are implemented to safeguard your information from unauthorised use or disclosure. However, no method can ever guarantee absolute security.

Your rights

You have the right to review, correct, or request deletion of your personal data at any time.

• Request details about personal data we hold about you, and receive a copy of such information.
• Request corrections if your personal data is inaccurate or incomplete on our records.
• Request deletion of your information, subject to applicable legal and regulatory retention requirements.
• Withdraw consent to data processing, where processing is based on consent.

Cookies and tracking

Cookies help us understand site usage and improve performance. Some are essential, while others support analytics or functionality.

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Contact

Contact us with any privacy concerns, requests, or questions about your data treatment and our procedures.

Privacy policy changes

We reserve the right to update this privacy policy as operational or legal requirements change.