Privacy Policy and Data Protection

Our Privacy Commitment

At Avalontriveo Financial Planning, we take your privacy seriously and are committed to protecting your personal information in accordance with Australian privacy laws.

This policy explains how we collect, use, store, and protect your personal information when you use our services.

Information We Collect

We collect information necessary to provide our financial planning consultation services effectively and legally.

• • Contact details including name, address, phone, and email
• • Financial information relevant to planning consultations
• • Communication preferences and service history
• • Website usage data and technical information

How We Use Your Information

We use your personal information solely for legitimate business purposes related to our financial planning services.

• • Provide financial planning consultations and related services
• • Communicate about your consultations and follow-up
• • Improve our services and website functionality
• • Comply with legal and regulatory requirements
• • Send relevant updates and information with your consent

Legal Basis for Processing

Under Australian privacy law, we process your personal information based on the following legal grounds

Primary Legal Basis: We process your data based on legitimate business interests and your consent for our services

How We Share Information

We do not sell your personal information. We may share information only in specific, limited circumstances

• • With service providers who help us deliver our services
• • When required by law or legal processes
• • To protect our rights, property, or safety

Cookies and Tracking Technologies

We use cookies and similar technologies to improve your website experience and understand how our services are used.

You can control cookie settings through your browser or our cookie preferences center. Cookie Policy

Data Security Measures

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

Your Privacy Rights

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

• • Right to access the personal information we hold about you
• • Right to correct any inaccurate or incomplete information
• • Right to request deletion of your personal information
• • Right to receive your information in a portable format
• • Right to object to certain processing of your information
• • Right to withdraw consent for voluntary data processing

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Records are securely disposed of when no longer required.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Updates to This Policy

We may update this privacy policy periodically. Material changes will be communicated through our website and direct notification where required.

Privacy Contact Information

For questions about this privacy policy or to exercise your privacy rights, please contact us using the details below.