Privacy Policy

Introduction

This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning consultation services.

We are committed to protecting your privacy and handling your personal data in accordance with Australian Privacy Principles and applicable privacy laws.

Information We Collect

We may collect the following types of information when you use our services

• Contact details including name, email address, phone number, and postal address
• Financial information discussed during consultations for planning purposes
• Communication records including emails, phone calls, and meeting notes
• Website usage data including IP address, browser type, and pages visited

How We Use Your Information

We use your personal information for the following purposes

• Providing personalised financial planning consultation services
• Communicating with you about appointments and service updates
• Improving our services based on feedback and usage patterns
• Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on the following legal grounds

Data Sharing and Disclosure

We may share your information in the following limited circumstances

• With service providers who assist in delivering our services, subject to confidentiality agreements
• When required by law or to comply with legal processes
• To protect our rights, property, or safety, or that of our clients or others

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no internet transmission is completely secure.

Your Privacy Rights

Under Australian privacy law, you have the following rights

• Access to your personal information and details about how we use it
• Correction of inaccurate or incomplete personal information
• Deletion of your personal information in certain circumstances
• Withdrawal of consent for data processing where consent is the legal basis

Cookies and Tracking

We use cookies and similar technologies to improve your browsing experience and analyse website usage.

For detailed information about cookies, please see our Cookie Policy Cookie Policy

Contact Information

If you have questions about this privacy policy or want to exercise your privacy rights, contact us at contact@felanorimyquos.com

Policy Updates

We may update this privacy policy from time to time. Any significant changes will be communicated through our website or direct communication with active clients.