Privacy Policy and Data Protection

Our Commitment to Your Privacy

At clariventosa Financial Planning Services, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website or use our services.

Information We Collect

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

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

How We Use Your Information

We use collected information for the following purposes:

• Providing financial planning consultation services
• Communicating about appointments and services
• Improving our website and service delivery
• Complying with legal and regulatory requirements

Legal Basis for Processing

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

How We Share Information

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

Data Security Measures

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

Your Privacy Rights

Under Australian privacy laws, you have several rights regarding your personal information:

• Access to information we hold about you
• Correction of inaccurate or incomplete data
• Deletion of your personal information in certain circumstances
• Restriction of processing activities
• Withdrawal of consent where applicable

Cookies and Tracking

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

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by applicable laws and regulations.

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under the age of consent.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes through our website or direct communication.

Contact Us About Privacy

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us using the information provided below.