Privacy Policy

Last Updated: October 6, 2026

Introduction

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our website and services. We are committed to protecting your privacy and handling your data in accordance with the Australian Privacy Principles contained in the Privacy Act 1988.

Information We Collect

Personal Information

When you use our services, we may collect the following types of personal information:

• Full name and contact details including email address
• Financial information relevant to the services you request
• Information about your financial goals and circumstances
• Communications between you and our team

Automatically Collected Information

When you visit our website, we automatically collect certain information including:

• IP address and browser type
• Pages visited and time spent on our site
• Referral source and exit pages
• Device information and operating system

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial advisory and consultation services
• Communicating with you about your inquiries and appointments
• Improving our services and website functionality
• Complying with legal and regulatory obligations
• Analyzing website usage to enhance user experience

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information in the following circumstances:

• With service providers who assist in operating our business
• When required by law or in response to valid legal processes
• To protect our rights, property, or safety, or that of others
• With your explicit consent for specific purposes

Data Security

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

Your Rights

Under Australian privacy law, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Withdraw consent where processing is based on consent
• Lodge a complaint with the Office of the Australian Information Commissioner

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies. For detailed information about our use of cookies, please refer to our Cookies Policy.

Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated revision date. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at [email protected]