Privacy Policy

This privacy policy explains how we collect, use, store, and protect your personal information when you visit our website or engage our advisory services. We take your privacy seriously and comply with Australian Privacy Principles and applicable data protection regulations.

Information We Collect

We collect information necessary to provide services and communicate effectively with clients:

• Contact information including your name, email address, phone number, and mailing address when you request consultations or submit inquiry forms through our website
• Financial information you provide during consultations to understand your situation, including income details, obligations, current approaches, and planning priorities relevant to advisory discussions
• Technical data collected automatically through your website usage, including IP address, browser type, device information, pages visited, and time spent on our site
• Communication records including email correspondence, phone call notes, and documentation from consultation sessions to maintain continuity and quality of service provision

How We Use Information

Collected information serves specific purposes related to providing quality service:

• To schedule and conduct consultations, respond to inquiries, and maintain ongoing communication about your financial planning needs and our advisory services
• To provide personalized guidance during sessions by understanding your unique circumstances, priorities, and concerns relevant to financial planning discussions
• To improve our website functionality, user experience, and service delivery based on aggregated usage patterns and feedback from clients
• To comply with legal obligations, maintain professional records, and protect both client interests and our practice from potential disputes or misunderstandings

Legal Basis for Processing

We process your personal information based on several legal grounds:

Your consent when submitting forms or engaging services, contractual necessity to provide requested advisory services, legitimate business interests in maintaining client relationships and improving services, and compliance with legal obligations under Australian regulatory frameworks governing financial advisory practices.

Information Sharing

We limit information sharing to essential circumstances:

• With service providers who assist our operations including technology platforms, scheduling systems, and secure communication tools, all bound by confidentiality agreements and data protection requirements
• When required by law, regulation, or legal process including court orders, regulatory inquiries, or compliance with applicable Australian financial services requirements
• With your explicit consent when you authorize us to communicate with other professionals such as accountants or legal advisors regarding coordinated guidance for your benefit

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These include secure servers, encryption protocols, access controls, and regular security assessments. However, no system is completely secure and we cannot guarantee absolute protection against all potential security breaches despite our diligent efforts and industry-standard practices.

Your Privacy Rights

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

• Access your personal information we hold and request copies of records related to your consultations and communications with our practice
• Request correction of inaccurate or incomplete information to ensure our records accurately reflect your current circumstances and contact details
• Request deletion of your personal information subject to legal retention requirements and legitimate business needs for maintaining professional records
• Object to certain processing activities or withdraw consent for optional communications while understanding this may affect our ability to provide certain services

Cookies and Tracking

Our website uses cookies and similar technologies to enhance functionality, analyze usage patterns, and improve user experience. You can control cookie settings through your browser preferences, though disabling certain cookies may limit website functionality.

View Cookie Policy View Cookie Policy

Privacy Questions

For questions about this privacy policy, to exercise your privacy rights, or to raise concerns about how we handle your information, please contact us using the details below:

Policy Updates and Changes

We may update this privacy policy periodically to reflect changes in our practices, legal requirements, or business operations. Material changes will be communicated through website notices or direct communication to active clients. Continued use of our services after changes constitutes acceptance of updated terms.