Privacy Policy
Your privacy matters to us. Here's how we protect and handle your personal information when you use vexevixoherakiri's financial planning services.
Information We Collect
Personal Information
When you engage with our seasonal financial planning services, we collect information that helps us provide personalised advice. This includes your name, email address, phone number, and postal address at 13 Janison St, Tamworth NSW 2340, Australia.
We also gather financial information relevant to your planning needs — income details, investment preferences, and your seasonal financial goals. This data helps our advisors understand your unique situation and craft appropriate strategies.
- Contact details including email and phone numbers
- Financial information necessary for planning services
- Communication preferences and service history
- Website usage data through cookies and analytics
How We Use Your Information
Your information serves specific purposes in our business relationship. We use it to deliver financial planning services, communicate about your account, and ensure our advice remains relevant to your changing circumstances.
Service Delivery: We process your data to provide seasonal financial planning advice, prepare reports, and maintain ongoing advisory relationships.
Communication happens through various channels — email updates about market conditions, phone calls for consultations, and postal mail for important documents. We tailor these communications based on your stated preferences.
Legal and Compliance Purposes
Australian financial services regulations require us to maintain certain records and follow specific procedures. We comply with the Privacy Act 1988 (Cth) and Australian Financial Services License requirements.
Your Privacy Rights Under Australian Law
Access Your Data
Request copies of personal information we hold about you. We'll provide this within 30 days unless exceptional circumstances apply.
Correction Rights
Ask us to correct inaccurate or outdated information. We'll update our records promptly and notify relevant third parties when required.
Complaint Process
Lodge complaints about our privacy practices. We'll investigate thoroughly and respond within reasonable timeframes.
To exercise these rights, contact our privacy officer at support@vexevixoherakiri.com or call +61269310158. Include specific details about your request and provide identification verification.
Data Storage and Security
We store your information on secure servers located in Australia, with backup systems that meet industry standards. Access is restricted to authorised personnel who need the information for legitimate business purposes.
Security Measures
- Encrypted data transmission using industry-standard protocols
- Regular security audits and system updates
- Staff training on data protection and privacy procedures
- Secure disposal of physical and electronic records
Financial records are retained according to Australian taxation and corporate law requirements — typically seven years for most documents. We delete or anonymise data when retention periods expire, unless ongoing legal obligations require longer storage.
Third Party Relationships
We work with selected service providers to deliver our financial planning services effectively. These partnerships involve sharing limited information under strict confidentiality agreements.
Professional Partners: Licensed financial institutions, compliance services, and technology providers who support our operations while maintaining equivalent privacy standards.
We don't sell or rent your personal information to third parties for marketing purposes. Any data sharing occurs solely to provide services you've requested or to meet regulatory requirements.
International Transfers
Some technology services may involve data processing outside Australia. When this occurs, we ensure adequate protection through contractual safeguards and compliance with Australian Privacy Principles.
Changes to This Policy
We review and update this privacy policy annually or when significant changes occur in our data practices. Material changes will be communicated directly to affected clients via email or postal mail.
Minor updates — such as contact detail changes or clarifications — will be posted on our website with updated effective dates. We encourage regular review of this policy to stay informed about our data practices.
Contact Our Privacy Officer
Questions about this privacy policy or your data rights?
Email: support@vexevixoherakiri.com
Phone: +61269310158
Address: 13 Janison St, Tamworth NSW 2340, Australia