Privacy Policy

Information We Collect

We collect information in several ways to provide you with our services:

• • Contact details including name, email address, and phone number
• • Financial information relevant to our consultations and reviews
• • Communication preferences and service history
• • Website usage data and interaction patterns

How We Use Your Information

We use your personal information for legitimate business purposes:

• • Providing personalised financial consultations and analytical reviews
• • Communicating about your subscription and service updates
• • Improving our services based on your feedback and usage patterns
• • Complying with legal obligations and regulatory requirements

Legal Basis for Processing

Under Australian privacy law, we process your data based on:

We process your data based on your consent for our services and our legitimate interest in providing quality financial guidance.: Consent / Legitimate Interest

How We Share Your Information

We may share your information in limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or to comply with legal processes
• • With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure.

Your Privacy Rights

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

• • Request access to the personal information we hold about you
• • Request correction of inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Request your data in a portable format where technically feasible
• • Object to certain types of data processing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyse usage patterns.

For detailed information about our cookie usage, please see our Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When no longer needed, we securely delete or anonymise your data.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We'll notify you of significant changes through our website or direct communication.

Contact Us About Privacy

If you have questions about this privacy policy or wish to exercise your rights, contact us: