Privacy policy and your personal information

We are committed to protecting your privacy and handling your data in accordance with Australian law. This policy outlines how we collect, use, and safeguard your personal information.

What information we collect

We collect information to provide our subscription planning service and improve your experience.

• Contact details you provide, such as name, email, and phone number.
• Information shared during consultations or through our online portal.
• Usage data from our website, including browser type and visit duration.
• Records of your subscription preferences and communication history.

How we use your information

We use your information to deliver our service and communicate with you effectively.

• To schedule and manage your consultations and appointments.
• To personalise advice and update your financial planning documents.
• To respond to support requests and provide updates about your subscription.
• To comply with legal obligations and maintain account security.

Legal basis for processing data

We process your data in line with applicable Australian regulations and consent.

Processing is necessary for providing our subscription service, fulfilling contracts, and meeting legal requirements.

How we share data

We do not sell your information. Data is shared only as outlined below:

• With service providers who support our operations, such as IT and administration partners.
• When required by law, regulation, or legal process in Australia.
• With your consent or as needed to deliver requested services (for example, appointment reminders).

Data security

We use secure systems and follow best practices to protect your information. Access is limited to authorised personnel, and we comply with Australian data privacy requirements. Despite safeguards, no system is completely immune to risks. Please contact us with any security concerns.

Your rights

You have rights regarding your personal data under Australian law.

• Request access to your personal information held by us.
• Ask for corrections or updates to your details.
• Request deletion of your personal information, subject to legal retention requirements.
• Withdraw consent for future data processing, where applicable.

Cookies and tracking

We use cookies to enhance your experience and improve our services. You can adjust your cookie preferences at any time in your browser settings.

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Contact us

Questions about privacy or your data? Contact our privacy officer using the details below.

Policy changes and updates

We may update this privacy policy occasionally. Changes will be posted here and are effective immediately upon publication.