Privacy and data protection

We are committed to protecting your privacy and managing your information with care and transparency. This policy outlines how we collect, use, and safeguard personal details of clients and visitors in line with Australian law.

What we collect

The information we collect helps us provide you with relevant services and maintain compliance.

• Personal contact information such as your name, email address, and phone number, collected when you contact us or use our forms.
• Details about your enquiry, consultation requests, or feedback shared during interactions with our advisers.
• Technical information like IP address, browser type, and device used to access our website, gathered for security and analytics purposes.
• Site usage data including pages visited and time spent on our site, helping us improve your experience and our services.

How we use info

Information gathered is used only for outlined purposes or as legally required.

• To respond to your requests, questions, or feedback promptly and efficiently.
• For arranging and providing tailored consultations with our advisers as requested.
• To analyse website usage and improve our content, site security, and functionality.
• To meet our legal and compliance obligations under Australian regulations.

Legal basis

Our processing of your information is always backed by specific legal grounds.

We process personal data based on your consent, to fulfil our contractual duties, meet legal obligations, or protect legitimate interests, always prioritising your rights under Australian law.

Info sharing

Limited circumstances may require us to share your data securely.

• We may share information with trusted service providers as needed, but only under obligation to keep your data secure and confidential at all times.
• Compliance with legal requirements, court orders, or lawful requests from government authorities may necessitate disclosure.
• Aggregated, non-identifiable data may be used for reporting or analytical purposes, never revealing any personal details.

Data security

Protecting your information is a priority. We implement technical, organisational, and physical safeguards to prevent unauthorised access, alteration, or loss. Our team is trained to handle your data in a confidential and compliant manner, with regular reviews of our security measures to adapt to evolving risks.

Your rights

You have control and choice regarding your personal data.

• Access your information and request a copy at any time, subject to relevant verification steps.
• Ask us to correct any inaccurate or incomplete details we have about you.
• Request deletion of your data unless legal requirements prevent removal.
• Object to or restrict certain uses of your personal information or withdraw consent where applicable.

Cookies

We use cookies to improve your online experience, monitor website performance, and deliver relevant content. Please see our Cookie Policy for further details on cookie usage and your choices.

Cookie Policy Cookie Policy

Contact

For questions about this policy or your data, please reach out. We’re happy to help.

Policy changes

This policy may be updated to reflect changes in law or how we manage your information. Significant updates will be posted on this page—please review regularly.