Privacy Policy

At tavionelirix, we respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.

Information We Collect

We collect various types of information to provide you with our consultation services and improve your experience:

• Name, address, phone number, and email address
• Financial information relevant to planning consultations
• Communication records and consultation notes
• Website usage data and preferences

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultations and services
• Communicating with you about your consultations and account
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Legal Basis for Processing

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

Primary Legal Basis: Consent for service provision and legitimate business interests for service improvement, in compliance with Australian Privacy Principles.

Information Sharing

We may share your information in limited circumstances:

• With service providers who help us deliver our services
• When required by law or legal proceedings
• With your explicit consent for specific purposes

Data Security

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

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• Access to your personal information we hold
• Correction of inaccurate or incomplete information
• Deletion of your personal information where appropriate
• Receive your data in a structured, readable format
• Object to certain types of data processing

Cookies and Tracking

Our website uses cookies to improve functionality and analyse usage patterns.

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information only as long as necessary for service provision and legal compliance, typically for 7 years after service conclusion.

Children's Privacy

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

Policy Changes

We may update this privacy policy periodically. We will notify you of significant changes through email or website notices.

Privacy Contact Information

For privacy-related questions or to exercise your rights, please contact our Privacy Officer: