Privacy Policy

Information We Collect

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

• • Contact details including name, email address, and phone number
• • Financial information relevant to our planning services
• • Usage data and website interaction patterns
• • Device information and technical specifications

How We Use Your Information

Your information helps us provide better financial planning services and improve our offerings

• • Delivering personalized financial planning consultations and recommendations
• • Communicating about your account and our services
• • Improving our website functionality and user experience
• • Complying with legal obligations and regulatory requirements

Legal Basis for Processing

Under Australian Privacy Principles, we process your data based on the following lawful grounds

Primary legal basis: We process your data based on consent and legitimate business interests in providing financial planning services

Information Sharing

We may share your information in limited circumstances as outlined below

• • 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 browsing experience and analyze website usage

For detailed information, please see our Cookie Policy Cookie Policy

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, or disclosure

Your Privacy Rights

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

• • Access your personal information we hold
• • Request correction of inaccurate or incomplete data
• • Request deletion of your personal information
• • Withdraw consent for data processing
• • Lodge complaints with the Office of the Australian Information Commissioner

Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations, typically for 7 years after account closure

Children's Privacy

Our services are intended for adults only and we do not knowingly collect information from children under 18

Policy Changes

We may update this privacy policy periodically and will notify you of significant changes via email or website notice

Contact Us

For privacy-related questions or to exercise your rights, contact us at contact@corvithenlo.com or +61 673-506-556