Privacy Policy

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

• Contact details (name, email address, phone number, mailing address)
• Financial information relevant to planning consultations
• Communication records and consultation notes
• Website usage data and technical information

We use your personal information for the following purposes:

• Providing personalized financial planning consultation services
• Communicating with you about appointments and service updates
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Under Australian privacy laws, we process your personal information based on:

Consent for service delivery and legitimate interest for business operations: Consent / Legitimate Interest

We may share your information in limited circumstances:

• With service providers who assist in delivering our services
• When required by law or to comply with legal processes
• To protect our rights, property, or safety, or that of others

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 100% secure.

Under Australian privacy law, you have the right to:

• Request access to your personal information we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Receive a copy of your personal information in a structured format
• Object to certain types of processing of your personal information

We use cookies and similar technologies to enhance your website experience and analyze usage patterns.

For detailed information, please see our Cookie Policy Cookie Policy

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Consultation records are typically retained for 7 years as required by financial services regulations.

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18.

18+ only

We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on this page and updating the "Last Updated" date.

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us at contact@eolimarivent.com or +61 791 132 235.