Privacy policy overview

Your privacy is vital to us. This policy explains what personal data we collect, how it’s used and protected, and your rights. All data handling follows Australian privacy law and best practices.

Information we collect

We collect personal details necessary for providing recommendations, support, and site improvement. Your information is retained securely and only for relevant purposes.

• Contact information, such as your name, email address, and phone number for direct communication relating to consultations.
• Details you provide regarding your objectives or market interests, so we can personalise our recommendations for you.
• Records of communications with our advisors for quality assurance and follow-up support purposes.
• Technical data from your device, such as browser type and site usage statistics, used to improve the website experience.

How we use your data

All information is used strictly to deliver our services, respond to your requests, and operate compliantly within legal guidelines.

• To schedule and manage consultations, respond to inbound inquiries, and maintain ongoing client support.
• To tailor our analytical reviews and recommendations to your stated goals and objectives.
• For site operations, analytics, and to ensure the security of your information and our platform.
• To comply with legal obligations and respond to regulatory requirements as needed in Australia.

Legal basis for processing

Your data is processed under relevant Australian laws, including explicit consent and legitimate business interests.

The legal grounds include consent, contract fulfillment, and compliance with applicable financial and privacy regulations in Australia, always balancing your rights and expectations.

Information sharing

We don’t share your personal data without your consent, except as required for compliance or to deliver our services.

• When legally required by regulatory authorities or court orders to disclose specific information.
• With contracted partners only as necessary, and never for unrelated marketing purposes.
• During audits or compliance reviews to demonstrate adherence to legal standards and transparency.

Data security

All data is stored on secure servers with multiple layers of protection. We use updated technology, access controls, and regular audits to maintain data security and limit exposure to risks. No security system, however, is infallible, so we urge you to use caution with all online communications.

Your rights

You have the right to access, review, and request changes or deletion of your personal information.

• Request access to view your stored personal data at any time.
• Ask for corrections or updates to information that’s inaccurate or outdated.
• Request erasure of your data from our records, subject to legal retention requirements.
• Withdraw your consent or raise a concern about data handling practices with our team or the regulator.

Cookies and tracking

Cookies help us improve your experience and enable features like analytics and site preferences. By using our site, you agree to our cookie practices as described.

See cookie policy See cookie policy

Contact us

For privacy questions, access requests, or concerns, email or call our team. We respond promptly and treat every request with care.

Policy changes and updates

We may update this policy to reflect important changes. All updates will be posted here and communicated when possible, so you remain informed of your rights and our practices.