Last Updated: June 19, 2026
When you request a consultation or use our services, we collect personal information including your name, email address, and details about the financial service you're interested in. During consultations, we may collect additional financial information necessary to provide meaningful advice, such as income details, existing assets, liabilities, and financial goals.
We also automatically collect technical information when you visit our website, including your IP address, browser type, device information, and pages visited. This data helps us improve site functionality and understand how visitors engage with our content.
We use collected information primarily to deliver the financial advisory services you request. This includes analyzing your financial situation, preparing recommendations, scheduling consultations, and following up on agreed action items.
Your information also helps us improve our services, communicate updates about your consultation, and maintain records as required by Australian financial services regulations. We may use aggregated, non-identifiable data for internal analysis and service enhancement.
We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information with service providers who assist in operating our business, such as email platforms, scheduling tools, or document storage systems. These providers are contractually obligated to protect your data and use it only for specified purposes.
We may disclose information if required by law, court order, or regulatory authority, or if necessary to protect our legal rights, prevent fraud, or ensure safety.
We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. This includes secure data transmission protocols, access controls, and regular security assessments.
However, no internet-based system is completely secure. While we strive to protect your data, we cannot guarantee absolute security of information transmitted through our website or stored in our systems.
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Financial consultation records are typically retained for seven years in accordance with Australian record-keeping requirements.
After the retention period expires, we securely delete or anonymize your personal information unless ongoing retention is required by law.
You have the right to access personal information we hold about you, request corrections to inaccurate data, and in certain circumstances, request deletion of your information. You may also object to or restrict certain types of data processing.
To exercise these rights or ask questions about our privacy practices, contact us at [email protected]. We will respond to requests within 30 days.
Our website uses cookies and similar technologies to enhance functionality and analyze usage patterns. You can control cookie preferences through our cookie banner or your browser settings. Disabling cookies may affect certain site features. For detailed information, see our Cookies Policy.
Our website may contain links to external sites not operated by us. We are not responsible for the privacy practices or content of these third-party sites. We recommend reviewing their privacy policies before providing personal information.
We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or business operations. Updates will be posted on this page with a revised date. Continued use of our services after changes constitutes acceptance of the updated policy.
If you have questions or concerns about this Privacy Policy or how we handle your personal information, contact us at:
Email: [email protected]
Location: Melbourne, Victoria, Australia