Privacy policy for subscribers

Your privacy is important to us. This policy explains how we collect, use, and protect your information in compliance with Australian law.

Information we collect

We collect only what is necessary to provide our services and ensure compliance.

• Personal identification details provided during subscription and onboarding.
• Contact information, including email address and phone number, for communication purposes.
• Details about your financial circumstances as shared during consultations.
• Technical and usage data collected through cookies and secure systems.

How we use your information

We only use your data for service delivery and regulatory compliance.

• To facilitate onboarding, consultations, and ongoing advisory services.
• To communicate updates, schedule sessions, and respond to enquiries.
• To comply with Australian financial and privacy regulations.
• To improve our services based on usage patterns and feedback.

Legal basis for processing

All data is processed in accordance with Australian privacy law and your consent.

We use your information only as permitted by the Privacy Act 1988 (Cth) and related legislation.

Sharing information

We never sell your data and only share as required by law or with your consent.

• With third-party service providers strictly for operational purposes and under confidentiality agreements.
• With regulatory authorities if required by Australian law.
• With your explicit consent for any other sharing beyond the above.

Data security

We maintain strict security protocols, including encryption and regular audits, to protect your information against unauthorised access, disclosure, or loss. Only authorised personnel have access to client data.

Your rights

You have rights regarding your personal information under Australian law.

• Request access to the information we hold about you.
• Request corrections to inaccurate or outdated data.
• Request deletion of your data, subject to legal requirements.
• Withdraw consent for certain uses, where applicable.

Cookies and tracking

We use cookies to support site functionality, analytics, and security. You can review our Cookie Policy for more details and to manage your preferences.

Cookie Policy Cookie Policy

Contact us

For privacy-related questions or to exercise your rights, contact our support team using the information below.

Privacy policy changes

We may update this policy from time to time. Changes will be posted here with the effective date.