Privacy Policy and Data Protection

Our Commitment to Your Privacy

At antalinneleon Financial Planning, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our website or use our financial planning consultation services.

We believe transparency is essential in building trust, and this policy provides comprehensive information about our data practices in accordance with Australian privacy legislation and international standards.

Information We Collect

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

• Contact information including name, email address, phone number, and mailing address when you submit consultation requests
• Financial information you choose to share during consultations, such as income details, expenses, and financial goals
• Communication preferences and consultation history to provide personalized service and follow-up
• Technical information including IP address, browser type, and website usage patterns through cookies and analytics tools

How We Use Your Information

We use the information we collect for several legitimate business purposes:

• Providing financial planning consultation services and responding to your inquiries and requests
• Communicating with you about your consultations, appointments, and relevant financial planning information
• Improving our services and website functionality based on user feedback and usage patterns
• Complying with legal obligations and maintaining business records as required by Australian regulations

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.

How We Share Your Information

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

• With trusted service providers who assist us in operating our website and providing consultation services, under strict confidentiality agreements
• When required by law, legal process, or government request, or to protect the rights and safety of our clients and business
• In connection with a business transaction such as a merger or acquisition, where data protection standards will be maintained

Data Security and Protection

We implement comprehensive security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of sensitive data, secure data storage systems, access controls, and regular security assessments. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

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

• Right to access and receive a copy of the personal information we hold about you
• Right to request correction of any 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 portable format and transfer it to another service provider
• Right to object to processing of your personal information for marketing purposes or on grounds of legitimate interest

Cookies and Tracking Technologies

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

For detailed information about our cookie practices and how to manage your preferences, please refer to our separate Cookie Policy. Cookie Policy

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Consultation records are typically retained for seven years in accordance with Australian business record-keeping requirements.

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 periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Contact Us About Privacy

If you have questions about this Privacy Policy, want to exercise your privacy rights, or have concerns about how we handle your personal information, please contact us.