Information We Collect

When you engage with our family business services, we collect information that helps us serve you better. This includes details you provide directly and information gathered through your interaction with our platform.

How We Use Your Information

Every piece of information we collect serves a specific purpose in delivering quality financial guidance to Australian families and businesses.

• Providing personalized financial advice and business consultation services
• Communicating about your account, appointments, and service updates
• Improving our services based on client feedback and usage patterns
• Complying with Australian financial services regulations and legal requirements
• Protecting against fraud and maintaining security of client information

Information Sharing and Disclosure

As a family business serving Australian clients, we maintain strict standards about when and why we might share your information.

We'll notify you about any significant changes to how we share information, except when prohibited by law or court order.

Your Privacy Rights

Under Australian Privacy Principles, you have significant control over your personal information. Here's what you can do:

• Access: Request a copy of all personal information we hold about you
• Correction: Ask us to update or fix any incorrect information
• Deletion: Request removal of your personal information, subject to legal requirements
• Restriction: Limit how we process certain types of your information
• Portability: Receive your data in a structured format for transfer elsewhere

To exercise these rights, simply contact us using the details below. We'll respond within 30 days and won't charge you unless your request is clearly unreasonable or excessive.

Data Security and Protection

Protecting your information is fundamental to how we operate. We use multiple layers of security to safeguard your data.

Data Retention

We keep your information only as long as needed to provide services or meet legal requirements. Different types of information have different retention periods.

• Active client information is maintained throughout our business relationship
• Financial records are kept for seven years as required by Australian tax law
• Communication records are typically retained for three years
• Marketing preferences are kept until you withdraw consent

When we no longer need your information, we securely delete or anonymize it according to data destruction protocols.

International Data Transfers

We primarily store and process your information within Australia. When we do use international service providers, we ensure they meet Australian privacy standards through appropriate safeguards and contractual protections.

Changes to This Policy

We update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you by email or through our website.

The date at the top of this policy shows when it was last updated. We encourage you to review it regularly to stay informed about how we protect your information.