Privacy Policy
Our Privacy Commitment
ivrizenyvariq Financial Planning Services is committed to protecting your privacy and handling your personal information responsibly and transparently.
This policy explains how we collect, use, and protect your personal information when you interact with our services.
Information We Collect
We collect various types of information to provide and improve our financial planning services effectively.
- Contact information including name, email address, phone number, and mailing address
- Financial information such as income, expenses, assets, debts, and financial goals
- Demographic information including age, employment status, and family circumstances
- Website usage data including pages visited, time spent, and interaction patterns
How We Use Your Information
Your personal information is used solely to provide our financial planning services and improve your experience.
- Providing personalised financial planning consultations and advice tailored to your situation
- Communicating about appointments, service updates, and relevant financial information
- Improving our services based on client feedback and usage patterns
- Complying with legal and regulatory requirements applicable to financial services
Legal Basis for Processing
We process your personal information based on several legal grounds under Australian privacy law.
We process your data primarily based on your consent for our services and our legitimate business interests in providing financial planning assistance.: Consent / Legitimate Interest
Information Sharing
We do not sell or rent your personal information to third parties. Limited sharing occurs only in specific circumstances:
- With your explicit consent for specific purposes you've approved
- To comply with legal obligations or respond to lawful government requests
- With trusted service providers who assist in delivering our services under strict confidentiality agreements
Data Security Measures
We implement comprehensive security measures to protect your personal information from unauthorised access, disclosure, or misuse.
Encryption, secure servers, access controls, regular security audits, staff training, and incident response procedures
Your Privacy Rights
Under Australian Privacy Principles, you have several rights regarding your personal information:
- Right to access your personal information and request copies of data we hold
- Right to correct inaccurate or outdated information in our records
- Right to request deletion of your personal information where legally permissible
- Right to withdraw consent for processing where consent is the legal basis
- Right to lodge complaints with the Office of the Australian Information Commissioner
Cookies and Tracking
Our website uses cookies to enhance functionality and improve user experience. Detailed information is available in our Cookie Policy.
View our Cookie Policy for complete details about tracking technologies we use.
Data Retention
We retain personal information only as long as necessary to provide services and comply with legal obligations, typically for seven years after service completion.
Children's Privacy
Our services are not designed for individuals under 18. We do not knowingly collect personal information from children without parental consent.
Policy Updates
We may update this privacy policy periodically. Significant changes will be communicated via email or prominent website notices.
September 19, 2025
Contact Us About Privacy
For privacy-related questions, to exercise your rights, or to file complaints, please contact our privacy officer using the details below.