Privacy Policy for Your Portfolio Review

We value your privacy and are dedicated to safeguarding your personal information. This policy explains how we collect, use, and protect data when you use our website.

Information Collected

We only collect the information necessary to provide our services and fulfil our obligations to you.

• Personal details such as your name, email address, and contact information when you submit forms or contact us.
• Portfolio information and financial details that you voluntarily provide during the review process.
• Technical data like browser type, device information, and browsing activity gathered through cookies or site analytics.
• Correspondence, documentation, and feedback exchanged between you and our team for service improvement.

How We Use Information

Information collected is used solely to deliver and improve our portfolio review services and ensure legal compliance.

• To perform requested financial reviews, provide recommendations, and communicate with you about your requests.
• To respond to your queries, requests for information, or feedback regarding our services.
• To comply with Australian regulations concerning financial documentation and client data.
• To improve our offerings through aggregated, de-identified usage analytics.

Legal Basis for Processing

We process your personal data in accordance with Australian legal requirements.

Data is collected with your consent, for contractual necessity, or due to regulatory obligations regarding financial service providers.

Information Sharing

We do not sell or rent your information. Data is only shared in limited, strictly necessary circumstances.

• Information may be shared with service providers who perform functions on our behalf, subject to confidentiality agreements.
• We may disclose information when legally required or in response to requests from regulatory bodies.
• Your data may be shared if our business structure changes, in accordance with standard legal practices and with notice.

Data Security

We implement industry standard safeguards to protect your data, including encryption, access controls, and secure communication channels. Regular reviews of our security practices are conducted to address emerging threats.

Your Rights

You can exercise rights related to access, correction, or erasure of your data at any time by contacting us.

• Request access to your personal or financial review data.
• Request correction of inaccurate information we hold about you.
• Request deletion or restriction of your personal data where applicable.
• Withdraw consent for processing of your information, if consent was the basis for collection.

Cookie Use and Choices

Cookies help us understand site usage patterns and improve your experience on our website. You can manage preferences or disable cookies in your browser settings.

Cookie Policy Cookie Policy

Contact Us

For privacy questions, to exercise your rights, or for concerns regarding your personal data, please get in touch.

Policy Changes and Updates

We may update our privacy policy periodically to reflect new practices or Australian legal changes. Please review this page for updates.