Privacy Policy Statement

We are committed to protecting your privacy. This policy outlines how your personal information is collected, used, and safeguarded across our services.

Information We Collect

We collect only relevant details necessary for providing transparent consultations and support.

• Personal identification details, including name, contact information, and communication preferences when you contact us.
• Details about your consultation requests, so we can tailor our advice and respond effectively to your needs.
• Records of communications and feedback, which help us improve service quality and respond to your queries.
• Basic technical data, such as IP addresses and browser information, solely for security or site analytics.

How We Use Your Information

We use your data only for direct purposes related to your consultations and site experience.

• To respond to your enquiries and provide tailored advice or recommendations.
• To enhance communication, including sending updates about your request or progress.
• To maintain secure digital platforms and help prevent fraud or misuse.
• To comply with Australian legal obligations and relevant financial sector regulations.

Legal Basis for Processing

Your data is handled under lawful grounds that prioritise privacy and consent.

Processing is based on your explicit consent, contractual requirements, compliance with legal obligations, and the pursuit of legitimate business interests in delivering quality consultation services.

Information Sharing

We do not sell or lease your information. Sharing occurs only when necessary and legally justified.

• To third-party service providers or contractors, solely for technical support or administrative purposes required for business operations.
• With regulatory authorities, only to meet legal requirements or compliance checks.
• If required by law, such as through court proceedings, subpoenas, or investigations into unlawful activity.

Data Security

Your information is stored using secure systems, protected by access controls and monitoring. We employ suitable technical and organisational safeguards, and regularly review our security measures to minimise unauthorised disclosure, alteration, or loss.

Your Rights

You are entitled to access, update, or restrict use of your personal data.

• Request access to the information we hold about you, or ask for corrections where data is inaccurate.
• Withdraw your consent to processing at any time, provided we have no overriding legal obligations.
• Request data deletion, subject to legislative record-keeping requirements and legitimate business purposes.
• Lodge a complaint with the appropriate regulatory authority if you believe your rights are being violated.

Cookies and Tracking

We use cookies for essential site functionality and improved experience. You can adjust browser settings to manage your cookie preferences.

Read our cookie policy Read our cookie policy

Contact Us

If you have questions regarding your privacy or data rights, please contact us using the details below.

Policy Updates

This privacy policy may be updated as legal obligations or business practices evolve. Changes take effect upon posting to our website.