Privacy Policy

Introduction

solvarionexi Financial Planning is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our website and services.

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

Information We Collect

We collect several types of information to provide and improve our services:

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to providing consultation services, such as asset amounts and planning goals
• Technical information including IP address, browser type, device information, and website usage data
• Communication records including consultation notes, email correspondence, and service requests

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultations and analytical reviews
• Communicating with you about our services and responding to your inquiries
• Improving our website functionality and user experience
• Complying with legal obligations and regulatory requirements
• Protecting our rights and preventing fraud or unauthorized access

Legal Basis for Processing

We process your personal information based on the following legal grounds:

We process your data on the basis of consent, legitimate business interests, contractual necessity, and legal compliance requirements under Australian law.: Consent / Legitimate Interest

Data Sharing and Disclosure

We may share your information in the following circumstances:

• With trusted service providers who assist us in operating our business and providing services
• When required by law, regulation, or court order
• To protect our rights, property, or safety, or that of our clients or the public

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure.

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• Right to access your personal information and obtain copies
• Right to correct inaccurate or incomplete information
• Right to request deletion of personal information in certain circumstances
• Right to restrict or object to processing of your information
• Right to lodge a complaint with the Office of the Australian Information Commissioner

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your browsing experience and analyze website usage.

For detailed information about our use of cookies, please refer to our Cookie Policy.

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Consultation records are typically retained for 7 years as required by financial services regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information.

18+ only

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the last modified date.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at contact@solvarionexi.com or +61 528-799-309.