Privacy Policy Statement

Your privacy is important to us. This policy explains how we collect, use, and safeguard your personal information when you engage with our services online or offline.

Information We Collect

We only collect information needed for responsible consultation and client service.

• Personal contact details you provide when contacting us, such as your name, email, and phone number.
• Information related to your queries, preferences, and the services you request.
• Usage data and device information collected via cookies and analytic tools.
• Correspondence and communication records between you and our advisers.

How We Use Your Information

All data is handled with care and used only for outlined purposes.

• To deliver and personalise financial recommendations and client communications.
• To respond to your questions, requests, or feedback promptly and appropriately.
• For internal monitoring, analytics, and service improvements.
• To fulfil legal, compliance, or regulatory obligations as required.

Legal Basis For Processing

We collect and process data according to current Australian privacy laws.

Your information is only processed with your consent, for service delivery, or where required by law, ensuring compliance with Australian Privacy Principles.

Information Sharing

We do not sell or share your data except where necessary to deliver our service or as required by law.

• Trusted contractors only receive your details if essential for service delivery and under strict confidentiality agreements.
• Data may be disclosed to fulfil legal requirements with relevant authorities.
• Aggregated data may be shared for analytical purposes, but never contains personal identification details.

Data Security

We take reasonable steps to safeguard your personal information through secure systems and regular data protection reviews. Despite this, no method is entirely risk-free. Contact us if you have specific data security concerns.

Your Rights

You have clear rights under Australian privacy legislation.

• Request access to the personal data we hold about you.
• Ask for corrections to your details in our records.
• Withdraw consent for certain uses or request restriction of processing.
• Make a complaint with privacy regulators if your concerns are unresolved.

Cookies and Similar Technologies

Cookies are used to enhance your experience and collect analytics on site use. You may disable cookies in your browser settings if preferred.

Cookie Policy Cookie Policy

Contact Us

For privacy concerns or requests, please use the contact methods below to reach our team.

Changes To This Policy

If we update this Privacy Policy, changes will be noted here. Continued use means acceptance of updates.