Privacy Policy Statement

We care about your privacy and are committed to protecting your personal information in accordance with Australian law.

Information We Collect

We only collect information necessary to provide our services and improve your experience.

• Contact details such as name, email, and phone for communication purposes.
• Information provided through forms or correspondence with our advisors.
• Usage data gathered through cookies and analytics tools to enhance site performance.
• Payment details for processing subscription fees, managed securely.

How We Use Your Information

We use your information to deliver services, improve our offerings, and meet legal requirements.

• To communicate with you about your subscription and respond to enquiries.
• To provide and manage your financial planning service efficiently.
• To comply with regulatory obligations in Australia.
• To enhance user experience through analytics and feedback.

Legal Basis For Processing

We process data under Australian privacy legislation and only as required to provide services.

Consent, legal obligation, and legitimate business interest form the basis for all information processing.

Sharing Information

We do not sell your data. Sharing is limited and only as described below.

• With trusted service providers who help us operate our business and deliver services.
• When required by law or regulatory authorities in Australia.
• With your explicit consent, if additional sharing is necessary for your service.

Data Security

We use industry-standard security measures to protect your information from unauthorised access, alteration, or disclosure. Access is restricted to authorised personnel only.

Your Rights

You have rights regarding the personal information we collect and hold about you.

• Request access to your personal data held by us.
• Request correction of inaccurate or incomplete information.
• Request deletion of your information, where permitted by law.
• Withdraw consent to processing, subject to legal requirements.

Cookies Policy

We use cookies to enhance your browsing experience. You can manage cookie preferences in your browser.

View Cookie Policy View Cookie Policy

Contact Us

If you have any privacy questions or wish to exercise your rights, please reach out.

Changes To This Policy

We may update our privacy policy from time to time. Please review this page regularly for changes.