Privacy Policy

We collect information that you provide directly and information gathered through your use of our services

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning services, including income, expenses, and financial goals
• Communication records from consultations, emails, and support interactions
• Website usage data including pages visited, time spent, and device information

We use collected information for the following purposes

• Providing personalized financial planning services and consultations
• Communicating about your account, services, and important updates
• Improving our services and developing new features
• Complying with legal obligations and protecting against fraud

We process your personal information based on the following legal grounds

Primary Legal Basis: We process your data based on your consent and our legitimate interest in providing financial planning services

We may share your information in the following limited circumstances

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, court order, or regulatory authority
• To protect our rights, property, or safety, or that of our users or the public

We implement comprehensive security measures including encryption, secure servers, and access controls to protect your personal information from unauthorized access, alteration, or disclosure.

You have several rights regarding your personal information

• Right to access and obtain a copy of your personal information
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to receive your personal information in a portable format
• Right to object to processing based on legitimate interests

We use cookies and similar technologies to enhance your website experience and analyze usage patterns

For detailed information, please review our Cookie Policy Cookie Policy

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Financial records are typically retained for seven years as required by Australian law.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors without parental consent.

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through email or website notices.

For privacy-related questions or to exercise your rights, contact us at contact@siluvanorqe.com or +61 324 342 814.