Privacy Policy

Privacy Commitment

We're committed to protecting your privacy and handling your personal information with care and transparency in accordance with Australian privacy laws

Information Collection

We collect information that you provide directly and data that helps us improve our service delivery

• • Contact details including name, email address, and phone number
• • Financial information relevant to planning consultations and service delivery
• • Communication preferences and service interaction history
• • Website usage data and technical information for service improvement

Information Usage

Your personal information helps us provide effective financial planning services and maintain our subscription platform

• • Delivering personalized financial planning consultations and ongoing support
• • Communicating about your subscription, appointments, and service updates
• • Improving our services based on user feedback and usage patterns
• • Complying with legal obligations and maintaining accurate service records

Legal Processing Basis

We process your personal information based on legitimate business interests and your explicit consent

Processing Foundation: We process your data on the basis of consent and legitimate business interests in providing financial planning services

Information Sharing Practices

We limit data sharing to essential service providers and legal requirements, never selling personal information to third parties

• • Service providers who assist with technical infrastructure and platform maintenance
• • Professional advisors including legal and accounting services when necessary
• • Regulatory authorities when required by Australian law or court orders

Data Protection Measures

We implement comprehensive security measures including encryption, access controls, and regular security assessments to protect your personal information

Privacy Rights

Australian privacy law grants you specific rights regarding your personal information

• • Access to information we hold about you and how it's being used
• • Correction of inaccurate or incomplete personal information
• • Deletion of personal information when no longer required for service delivery
• • Restriction of processing in certain circumstances
• • Data portability for information you've provided directly to us

Website Cookies

Our website uses cookies to enhance functionality and analyze usage patterns

Detailed information about our cookie practices is available in our separate Cookie Policy Cookie Policy

Information Retention

We retain personal information only as long as necessary for service delivery, legal compliance, and legitimate business purposes

Privacy for Minors

Our services are designed for adults 18 years and older, and we do not knowingly collect personal information from children

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices or applicable laws, with significant changes communicated directly to users

Questions About This Disclaimer

For privacy-related questions or to exercise your rights, please contact us using the information provided below