selindromaveth Logo
selindromaveth

Privacy Policy

Your privacy matters to us. This policy explains how selindromaveth collects, uses, and protects your personal information when you use our financial planning services.

Information We Collect

When you engage with selindromaveth's financial planning services, we collect various types of information to provide you with personalised and effective financial guidance. This includes personal details you provide directly, such as your name, contact information, financial circumstances, and investment goals.

Personal Information

  • Contact details including name, email address, phone number, and postal address
  • Financial information such as income, expenses, assets, and investment objectives
  • Government-issued identification numbers as required by Australian financial regulations
  • Employment details and professional background relevant to financial planning

We also automatically collect technical information when you visit our website, including IP addresses, browser types, device information, and usage patterns. This data helps us improve our services and ensure optimal website performance across different devices and platforms.

How We Use Your Information

Your information enables us to deliver comprehensive financial planning services tailored to your specific circumstances and goals. We use this data to assess your financial situation, develop personalised strategies, and maintain ongoing communication about your financial journey.

  • Providing personalised financial advice and investment recommendations
  • Conducting financial assessments and risk profiling
  • Communicating important updates about your financial plans and market conditions
  • Ensuring compliance with Australian financial services regulations
  • Improving our services based on client feedback and usage patterns

We may also use your information for legitimate business purposes, including internal record-keeping, service development, and quality assurance. All processing activities are conducted in accordance with Australian Privacy Principles and relevant financial services legislation.

Data Sharing and Disclosure

selindromaveth operates with strict confidentiality principles. We only share your personal information when necessary to provide our services, comply with legal obligations, or with your explicit consent. Our approach prioritises your privacy while ensuring we can deliver effective financial planning services.

Authorised Disclosures

We may share information with trusted partners and service providers who assist in delivering our financial services, including custodians, fund managers, and technology providers. These parties are bound by confidentiality agreements and can only use your information for specified purposes.

Legal requirements may occasionally necessitate disclosure of personal information to regulatory bodies, law enforcement agencies, or courts. We comply with all valid legal requests while protecting your privacy to the fullest extent possible under Australian law.

Your Privacy Rights

Under Australian privacy legislation, you have several important rights regarding your personal information. These rights empower you to control how your data is used and ensure transparency in our data handling practices.

  • Access: Request copies of personal information we hold about you
  • Correction: Ask us to update or correct inaccurate information
  • Deletion: Request removal of your personal data, subject to legal retention requirements
  • Complaint: Lodge complaints about our privacy practices with us or the Australian Privacy Commissioner

To exercise these rights, contact our privacy officer using the details provided below. We respond to most requests within 30 days and provide clear explanations if we cannot fulfill specific requests due to legal or regulatory requirements.

Data Security and Retention

Protecting your financial information is fundamental to our operations. We implement comprehensive security measures including encryption, secure servers, regular security audits, and staff training on privacy obligations. Our systems are designed to prevent unauthorised access, data breaches, and information misuse.

Retention Periods

We retain personal information for as long as necessary to provide our services and meet legal obligations. Financial records are typically retained for seven years after the end of our professional relationship, in accordance with Australian taxation and corporations law requirements.

When information is no longer required, we securely destroy or anonymise it using industry-standard methods. Our data destruction processes ensure that personal information cannot be recovered or reconstructed once deletion occurs.

International Data Transfers

Some of our technology service providers may store or process data outside Australia. When international transfers occur, we ensure appropriate safeguards are in place, including contractual protections and verification that destination countries have adequate privacy laws or approved certification schemes.

We maintain oversight of all international data processing arrangements and can provide specific details about data locations upon request. Your financial information receives the same level of protection regardless of where it is processed or stored.

Website Privacy and Cookies

Our website uses cookies and similar technologies to enhance your browsing experience and gather analytics information. These tools help us understand how visitors use our site, which pages are most valuable, and how we can improve our digital services.

You can control cookie settings through your browser preferences, though disabling certain cookies may affect website functionality. We don't use cookies to collect sensitive personal information or track your activities across other websites.

Policy Updates

This privacy policy may be updated periodically to reflect changes in our services, technology, or legal requirements. Significant changes will be communicated directly to clients through email or secure client portals. We encourage regular review of this policy to stay informed about our privacy practices.

Minor updates, such as contact detail changes or clarifications, may be made without specific notification. The version date at the bottom of this policy indicates when the most recent updates were made.

Privacy Inquiries

For privacy-related questions, concerns, or to exercise your privacy rights:

Privacy Officer
selindromaveth Financial Planning
Rae Rd, Rockingham WA 6168, Australia
Phone: +61 8 8410 5222
Email: privacy@selindromaveth.com

Last updated: March 2025