Privacy Policy

Information We Collect

We collect information necessary to provide our financial planning services effectively:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to planning discussions, such as income ranges and financial goals
• Communication preferences and feedback about our services
• Website usage data including pages visited and time spent on different sections

How We Use Your Information

Your information helps us deliver personalized financial planning services:

• Providing monthly consultations and analytical reviews tailored to your situation
• Communicating about your subscription, appointments, and service updates
• Improving our services based on feedback and usage patterns
• Ensuring compliance with Australian financial services regulations

Legal Basis for Processing

We process your personal information based on several legal foundations:

Data Sharing and Disclosure

We may share your information in limited circumstances:

• With service providers who help us deliver our subscription service, bound by confidentiality agreements
• When required by Australian law or regulatory authorities
• With your explicit consent for specific purposes you've approved

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• Access your personal information and request copies of data we hold
• Correct inaccurate or incomplete information in our records
• Request deletion of your personal information in certain circumstances
• Restrict how we process your information under specific conditions
• Withdraw consent for processing based on consent at any time

Cookies and Tracking

Our website uses cookies to improve your experience and analyze usage patterns. You can control cookie preferences through your browser settings.

For detailed information, see our complete Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Subscription data is typically retained for 7 years after account closure as required by Australian regulations.

Children's Privacy

Our financial planning services are designed for adults. We do not knowingly collect personal information from individuals under 18 years of age.

18+ only

Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or applicable laws. We'll notify you of significant changes via email or website notice before they take effect.

Contact Us About Privacy

For privacy-related questions, concerns, or to exercise your rights, contact our Privacy Officer at contact@glionaverosia.com or use the contact information below.