Privacy Policy

We collect information that you provide directly to us, as well as information that we gather automatically when you use our services. The types of information we collect include:

• Personal identification information (name, address, phone number, email address)
• Financial information (income, assets, liabilities, financial goals)
• Usage information (how you interact with our website and services)
• Device and technical information (IP address, browser type, device information)

We use the information we collect for various purposes, including:

• Providing and maintaining our financial planning services
• Communicating with you about your account and our services
• Improving our website and service offerings
• Complying with legal obligations and regulatory requirements

We process your personal information based on the following legal grounds:

Legal Basis: We process your data on the basis of consent and legitimate interest for providing financial planning services.

We use cookies and similar technologies to enhance your experience on our website. For detailed information about our cookie practices, please refer to our Cookie Policy. The main types of cookies we use include:

• Essential cookies for website functionality and security
• Analytics cookies to understand website usage patterns
• Functional cookies to remember your preferences and settings

We do not sell your personal information to third parties. We may share your information with:

• Service providers who assist in delivering our services
• Professional advisors such as lawyers, accountants, and auditors
• Regulatory authorities when required by law or regulation

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

• The right to access your personal information we hold
• The right to correct inaccurate or incomplete information
• The right to request deletion of your information in certain circumstances
• The right to restrict or object to certain processing activities
• The right to lodge a complaint with the Office of the Australian Information Commissioner

We implement appropriate technical and organisational security measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal and regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "last updated" date. We encourage you to review this Privacy Policy periodically.

If you have any questions about this Privacy Policy or our data practices, please contact us at: