Privacy Policy Statement

We are committed to protecting your personal information and ensuring transparency about how we handle your data.

Information We Collect

We collect information to provide effective financial recommendations and deliver our services appropriately.

• Contact details like your name, phone, and email, to maintain open communication and respond to your enquiries.
• Details regarding your financial preferences, goals, and relevant background to personalise our consultation.
• Usage data, such as how you interact with our site, to continually improve our visitor experience.
• Information received through cookies and similar technologies for essential site operations and better services.

How We Use Information

Collected data helps us tailor our recommendations and provide efficient, compliant service.

• Facilitating your access to consultations, analytical reviews, and ongoing support during your relationship with us.
• Customising our advice to best meet your needs and document progress over time.
• Maintaining secure records and enabling communication for account-related matters.
• Improving our website functionality and monitoring compliance with relevant regulatory standards.

Legal Basis for Processing

We only process your data where permitted under the Australian Privacy Principles.

We base our data practices on your informed consent, contractual need for service delivery, and our legal obligations for compliance and risk management.

Information Sharing

Your data is not sold or shared outside of the purposes outlined here.

• We may share information with trusted service providers only when necessary for delivering our core services as described.
• Strict confidentiality and security measures apply to all third party access.
• Where required by law, your information may be transferred to government or regulatory agencies for compliance.

Data Security

Our team employs up-to-date security practices and technology. We regularly monitor, update, and audit our storage systems to ensure your data remains protected from unauthorised access, use, or disclosure.

Your Rights

You have certain rights regarding your personal information.

• Request access to information we hold and updates to correct inaccuracies where needed.
• Withdraw your consent to processing where applicable, subject to legal requirements.
• Ask us to restrict, erase, or object to the collection or use of some data.
• Request further details on our privacy practices or lodge a concern if you believe your personal information has been misused.

Cookies and Tracking

We use essential and functional cookies for core website features and to enhance your experience.

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Contact Us

For further details about our privacy practices, contact our team at solasivorae.

Policy Changes

If any changes to our privacy policy occur, we will update this page and indicate the date of revision above.