Privacy Policy and Data Protection Information

duraveliont Financial Planning is committed to protecting your privacy and handling your personal information responsibly in accordance with Australian privacy laws and international standards.

Information We Collect

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

• Personal identifiers such as name, address, date of birth, and identification numbers
• Contact details including phone numbers, email addresses, and postal addresses
• Website usage information including pages visited, time spent, and interaction patterns
• Technical information such as IP address, browser type, device information, and cookies

How We Use Your Information

We process your personal information for several legitimate purposes:

• Delivering financial planning consultations and maintaining client relationships
• Communicating about services, appointments, and important account information
• Analyzing usage patterns to enhance our website and service offerings
• Meeting regulatory requirements and legal obligations in the financial services industry

Legal Basis for Processing

We process your personal information based on several legal grounds under applicable privacy laws.

We process your data based on consent, legitimate business interests, and legal compliance requirements.: Consent / Legitimate Interest

Information Sharing and Disclosure

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, regulation, or legal process including court orders
• In connection with business transactions such as mergers or acquisitions, subject to confidentiality protections

Data Security Measures

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

Your Privacy Rights

You have several rights regarding your personal information:

• Right to access and receive copies of your personal information we hold
• Right to request correction of inaccurate or incomplete personal data
• Right to request deletion of your personal information in certain circumstances
• Right to receive your data in a portable format and transfer it to another service provider
• Right to object to certain types of processing of your personal information

Cookies and Tracking Technologies

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

For detailed information about our cookie practices, please see our Cookie Policy. Cookie Policy

Data Retention

We retain personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Retention periods vary based on the type of information and applicable legal requirements.

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age without parental consent.

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices or applicable laws. Material changes will be communicated through website notices or direct communication.

Privacy Questions and Concerns

For questions about this privacy policy or to exercise your privacy rights, please contact our privacy officer using the contact information provided below.