Privacy Policy

Information We Collect

We collect information you provide directly and automatically when using our services:

• Contact details including name, email, phone, and address
• Financial information such as investment goals, risk tolerance, and asset values
• Usage data including website interactions and service preferences
• Technical data such as IP address, browser type, and device information

How We Use Your Information

We use your information for the following purposes:

• Providing personalized financial planning and investment advice
• Communicating about your account and market updates
• Improving our services and developing new features
• Complying with legal obligations and regulatory requirements

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 delivery.

Legitimate interests include providing contracted services, fraud prevention, and business operations. You may withdraw consent for optional processing at any time.

How We Share Information

We may share your information in limited circumstances:

• With service providers who help deliver our services under strict confidentiality
• When required by law or to comply with regulatory obligations
• With your explicit consent for specific purposes like referrals

Data Security

We implement bank-level security measures including encryption, access controls, and regular security audits to protect your information from unauthorised access, alteration, or disclosure.

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• Access your personal information and request copies
• Correct inaccurate or incomplete information
• Request deletion of your information in certain circumstances
• Object to processing for marketing purposes
• Request data portability to another service provider

Cookies and Tracking

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

Please see our Cookie Policy for detailed information about our cookie practices. Cookie Policy

Data Retention

We retain your information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Account information is typically retained for 7 years after account closure.

Children's Privacy

Our services are not intended for individuals under 18. We do not knowingly collect personal information from minors without parental consent.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes via email or website notice.

Contact Information

For privacy-related questions or to exercise your rights, contact our Privacy Officer at info@furellanovaq.com or +61434159802.