Privacy Policy and Data Protection

Learn more about how we collect, use, and protect your personal information when you use our financial planning consultation services. Your privacy matters to us, and we're committed to transparent data practices.

Information We Collect During Consultations

To provide effective financial planning consultation, we collect certain information with your consent

• Contact details including name, email, phone number, and mailing address for consultation scheduling and communication
• Financial information relevant to consultation topics, shared voluntarily during planning sessions
• Consultation preferences, scheduling information, and communication history related to your financial planning needs
• Website usage data including pages visited, consultation resources accessed, and booking system interactions

How We Use Your Information

Your personal information is used exclusively to provide and improve our consultation services

• Scheduling and conducting financial planning consultation sessions tailored to your circumstances
• Providing follow-up resources and continued support related to your consultation topics
• Improving our services based on feedback and understanding common consultation needs
• Meeting legal and regulatory requirements for financial services record-keeping

Legal Basis for Data Processing

Under Australian privacy law, we process your personal data based on the following legal grounds

Primary Legal Basis: We process your data on the basis of consent for consultation services and legitimate interest for improving service quality

Information Sharing and Disclosure

We maintain strict confidentiality regarding your financial planning information

• We do not sell or rent personal information to third parties under any circumstances
• Information may be shared with trusted service providers who assist in consultation delivery, under strict confidentiality agreements
• Legal disclosure may occur if required by Australian law or court orders, but only to the extent legally necessary

Data Security and Protection Measures

We implement comprehensive security measures to protect your personal and financial information, including encrypted data transmission, secure server storage, regular security audits, and limited access protocols. However, no internet transmission is completely secure, and we encourage you to use caution when sharing sensitive financial details online.

Your Privacy Rights and Controls

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

• Right to access your personal information and understand how it's being used in our consultation services
• Right to correct any inaccurate or outdated information we hold about your financial planning needs
• Right to request deletion of your personal data, subject to legal record-keeping requirements
• Right to withdraw consent for non-essential data processing while maintaining access to consultation services

Cookies and Website Data Collection

We use cookies and similar technologies to enhance your website experience and improve our consultation booking system.

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

Data Retention and Storage Periods

We retain your personal information only as long as necessary to provide consultation services and meet legal requirements. Consultation records are typically kept for seven years in accordance with Australian financial services regulations, while website usage data is retained for shorter periods based on business needs.

Children's Privacy Protection

Our financial planning consultation services are designed for adults aged 18 and over. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware of such collection, we will promptly delete the information.

Privacy Policy Updates

This privacy policy may be updated periodically to reflect changes in our practices or legal requirements. The current version was last updated on August 10, 2025. We will notify you of significant changes through email or website announcements.

Contact Information for Disclaimer Questions

If you have questions about these disclaimers or need clarification about our consultation services, please contact us