Privacy Policy

Privacy Policy Overview

This Privacy Policy explains how ionarethvia Financial Planning collects, uses, and protects your personal information. We are committed to maintaining your privacy and complying with applicable Australian privacy laws, including the Privacy Act 1988 and Australian Privacy Principles.

Information Collection

We collect information that you provide directly and automatically through your use of our website and services:

• • Contact details including name, address, email, and phone number
• • Financial information relevant to planning consultations
• • Communication preferences and consultation history
• • Website usage data, cookies, and technical information

How We Use Your Information

Your personal information is used for the following purposes:

• • Providing financial planning consultations and advisory services
• • Communicating about your account, appointments, and service updates
• • Improving our services and website functionality
• • Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds:

We process your data on the basis of consent for marketing communications and legitimate interest for service delivery.

Information Sharing

We may share your information in limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or regulatory authorities
• • With your explicit consent for specific purposes

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience, analyse usage patterns, and provide personalised content.

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

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure.

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• • Access to your personal information and details about how it's processed
• • Request correction of inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Request restriction of processing in specific situations
• • Request transfer of your data to another service provider
• • Object to processing based on legitimate interests

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Generally, client records are maintained for seven years after the end of our professional relationship, unless longer retention is required by law.

Children's Privacy

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware of such collection, we will take steps to delete the information promptly.

Policy Changes

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Material changes will be communicated through prominent website notices or direct communication. The "Last Updated" date indicates the most recent revision.

Privacy Contact

For questions about this Privacy Policy or to exercise your privacy rights, please contact our Privacy Officer: