Privacy policy statement

Your privacy matters to us. This policy explains how your personal information is collected, used, protected, and your rights under Australian privacy law.

Personal information we collect

We collect minimal personal data necessary for consultations and client support.

• Basic details you provide—such as name, contact information, and enquiry content—when communicating with us.
• Details regarding your financial objectives, preferences, or relevant context for effective consultation, only when applicable.
• Technical data such as device type, browser, and site usage statistics to enhance your experience and security.
• Records of consent, communications preferences, and any documentation shared during our contact.

How we use your information

We use your data only to deliver services, respond to requests, and comply with applicable regulations.

• Facilitating effective consultations and answering your individual questions or requests for support.
• Managing ongoing client relationships and sending relevant updates or important notices.
• Meeting required legal, regulatory, and security standards as required by Australian law.
• Improving service quality, website security, and optimising your user experience.

Legal basis for processing

Your data is processed according to the requirements of the Australian Privacy Act and related regulations.

We collect and process personal information where necessary to fulfil our service to you, comply with legal obligations, or with your explicit consent when needed.

How we share data

We respect your privacy and handle your data with care. Information is only shared as outlined below:

• With service providers working on our behalf (such as secure IT or communications partners) under confidentiality obligations.
• To comply with Australian legal requirements or law enforcement if necessary.
• If required to complete a transaction you request, such as coordinating with authorised professionals for your benefit.

Data security

Information is stored securely using industry-accepted technologies and practices. We limit access to personal information to authorised personnel and regularly review procedures to ensure ongoing protection. Despite these efforts, no system is entirely immune to risks, but we take all reasonable steps to safeguard your details against loss or unauthorised access.

Your rights

You have control over your data and can exercise the following rights:

• Access the personal information we hold about you and request corrections if necessary.
• Withdraw consent for communications at any time or request deletion of your information, subject to regulatory requirements.
• Object to certain uses of your data or request data portability where this applies.
• Lodge a privacy-related complaint with us or contact the regulator for unresolved concerns.

Cookies and tracking

We use essential and analytics cookies to operate our site, monitor performance, and improve usability. See the Cookie Policy for more information.

View Cookie Policy View Cookie Policy

Contact us

For questions or to exercise your privacy rights, reach out to our team using the details below.

Changes to this policy

We will notify clients of major updates and encourage regular review of this page. The current version reflects practices as of the date below.