Privacy Policy Statement
How we collect, use, and protect your personal information
Information We Collect From Users
We collect personal information you provide when requesting consultations, submitting contact forms, or communicating with our team. This includes information necessary for delivering our financial planning services and maintaining client relationships.
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→Contact details including name, email address, phone number, and mailing address you provide
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→Financial information you share during consultations to understand your situation and goals
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→Communication records including emails, messages, and notes from consultation sessions conducted
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→Technical data such as IP address, browser type, and device information when accessing our website
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→Preferences and feedback you provide regarding our services, communication methods, and consultation topics
We collect only information necessary for providing services and improving your experience. You control what financial details you share during consultations. We do not collect sensitive information without your explicit consent and clear purpose.
How We Use Your Information
We use collected information primarily to deliver financial planning consultation services you request. This includes scheduling sessions, preparing for consultations, developing personalized recommendations, and providing ongoing support. Your information helps us understand your situation and communicate effectively with you.
Additionally, we may use your information to improve our services, send relevant updates about your consultations, respond to inquiries, and comply with legal obligations. We do not sell your personal information to third parties or use it for purposes unrelated to our services without your consent.
Your Privacy Rights Under Law
Under Australian privacy legislation, you have specific rights regarding your personal information. You can access data we hold, request corrections to inaccurate information, and ask for deletion in certain circumstances. We respect these rights and provide mechanisms to exercise them.
Right to Access Information
You may request copies of personal information we hold about you at any time.
Right to Correct Data
You can request corrections if information we hold about you is inaccurate or incomplete.
Right to Deletion
You may request deletion of your personal information subject to legal retention requirements.
Right to Data Portability
You can request your data in structured, commonly used format where technically feasible.
Data Sharing and Disclosure Practices
We do not sell or rent your personal information to third parties. We may share information with service providers who assist in delivering our services, such as technology platforms or administrative support. These providers are contractually obligated to protect your information and use it only for specified purposes.
We may disclose information if required by law, court order, or government request. We may also share information to protect our rights, prevent fraud, or ensure safety. In the event of business restructuring or sale, your information may be transferred subject to continued privacy protection.
Data Security Measures Implemented
We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include secure data storage, encryption for sensitive information, access controls limiting who can view data, and regular security assessments.
Despite our efforts, no security system is completely impenetrable. We cannot guarantee absolute security of information transmitted through the internet or stored on our systems. You share information at your own risk and should take precautions to protect sensitive data.
Contact Us About Privacy Concerns
Address: 66 Clarence Street, Sydney, NSW 2000 Australia
Phone: +61835336306
Email: content@belionthra.sbs