Privacy Policy Statement

Your privacy is important to us. This policy explains how we handle your personal information in accordance with Australian law and our internal standards.

Information We Collect

We only collect essential personal details required for consultation and communication with you.

• Your name and contact information, such as email address and phone number, provided via our contact forms or enquiries.
• Information you share during consultations, including preferences and details unique to your financial situation.
• General technical information collected when you visit our website, such as IP address, browser, and usage data.
• Records of your communication with our team, including feedback or service requests.

How We Use Information

Collected information enables us to deliver personalised consultation and manage ongoing client relationships.

• To respond to your consultation requests or questions promptly and accurately.
• To improve our consultation process by analysing feedback, engagement, and service quality.
• To deliver updates about your service or provide notices relevant to your enquiry.
• To comply with applicable regulations and respond to legal obligations efficiently.

Legal Basis for Processing

Your data is processed according to Australian privacy law and with your permission.

We only use your information with your knowledge and consent, as required by relevant legislation or to carry out our services appropriately.

How Information Is Shared

We do not sell your personal data. Sharing is limited to essential parties with your knowledge.

• With internal staff and consultants strictly for service delivery and record keeping.
• With regulatory agencies if legally required for compliance or investigation purposes.
• With third-party service providers who support business operations, always under confidentiality requirements.

Data Security Measures

We maintain appropriate safeguards and encryption for personal data, regularly reviewing our security measures. Access is limited to trained staff and consultants to minimise risk, and systems are monitored to prevent unauthorised access or data loss.

Your Rights

Australian clients may request to view, update, or correct personal information at any time.

• Request access to information we hold about you by contacting us directly.
• Update, correct, or delete your data where applicable under Australian regulations.
• Withdraw consent for data usage unless required to complete consultation or regulatory obligations.
• Raise any privacy concerns or complaints with us or the Australian Privacy Commissioner.

Cookies and Tracking

Our website uses cookies for basic site functionality. Cookies do not track personal financial information or consultation content.

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Contact Details

You are welcome to reach out about our privacy practices or requests concerning your data. We respond within established timeframes under Australian law.

Policy Changes and Updates

This policy may be revised periodically. Material changes will be notified to you on our website or by direct communication as relevant.