Privacy Policy

Introduction

plenarionvex Financial Planning Pty Ltd is committed to protecting your privacy and handling your personal information in accordance with Australian privacy laws, including the Privacy Act 1988 and applicable international data protection regulations.

This privacy policy explains how we collect, use, store, and protect your personal information when you use our financial planning consultation services and website.

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services:

• Personal identification information including name, address, date of birth, and government identification numbers as required for our services
• Contact information such as email address, phone numbers, and postal address
• Information about how you use our website and services, including pages visited, time spent on pages, and consultation preferences
• Technical information such as IP address, browser type, device information, and cookies as described in our Cookie Policy

How We Use Your Information

We use your personal information for the following purposes:

• To provide financial planning consultation services and analytical reviews as requested
• To communicate with you about your consultations, respond to inquiries, and provide customer support
• To analyse and improve our services, website functionality, and customer experience
• To comply with legal obligations and protect our legitimate business interests

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 provision and business operations.: Consent / Legitimate Interest

How We Share Your Information

We do not sell your personal information to third parties. We may share your information in the following limited circumstances:

• With trusted third-party service providers who assist in delivering our services, such as payment processors and technology providers
• When required by law, court order, or to protect our legal rights and comply with regulatory requirements
• In connection with any merger, sale of assets, or acquisition, subject to the same privacy protections

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, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When information is no longer needed, we securely delete or anonymise it in accordance with our data retention policy.

Your Privacy Rights

Under Australian privacy law and applicable international regulations, you have the following rights:

• Right to access your personal information and receive a copy of the data we hold about you
• Right to request correction of inaccurate or incomplete personal information
• Right to request deletion of your personal information, subject to legal and business requirements
• Right to receive your personal information in a structured, commonly used format
• Right to object to certain types of data processing, including marketing communications

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website and analyse usage patterns.

For detailed information about our use of cookies, please refer to our Cookie Policy. Cookie Policy

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it promptly.

Changes to This Privacy Policy

We may update this privacy policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Contact Information

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us: