Privacy Policy
This Privacy Policy describes how felyronquitas collects, uses, and protects your personal information when you use our financial planning subscription service.
Last updated: August 27, 2025
Information We Collect
Personal Information
- Contact details including name, email address, phone number, and mailing address
- Financial information relevant to planning consultations such as income ranges and asset categories
- Communication preferences and consultation notes from our planning sessions
Usage Data
We automatically collect information about how you interact with our website, including pages visited, time spent on pages, browser type, and referring websites. This data helps us improve our service delivery and user experience.
How We Use Your Information
- Providing personalized financial planning consultations and ongoing support
- Communicating about your subscription, appointments, and service updates
- Improving our services based on client feedback and usage patterns
- Complying with legal obligations and regulatory requirements in Australia
Legal Basis for Processing
Under Australian privacy law, we process your personal information based on the following legal foundations
Primary legal basis: We process your data on the basis of consent for marketing communications and legitimate interest for service delivery and improvement.
Information Sharing
We may share your information in the following limited circumstances
- With service providers who assist in delivering our financial planning services under strict confidentiality agreements
- When required by Australian law or to respond to valid legal processes
- With your explicit consent for specific purposes you have approved
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of sensitive data, secure servers, and regular security assessments.
Your Privacy Rights
Under Australian privacy law, you have several rights regarding your personal information
Right to Access
You can request access to the personal information we hold about you and receive a copy of this data.
Right to Correction
You can request correction of inaccurate or incomplete personal information we have on file.
Right to Deletion
You can request deletion of your personal information in certain circumstances, subject to legal and operational requirements.
Right to Data Portability
You can request a copy of your personal information in a structured, machine-readable format for transfer to another service provider.
Cookies and Tracking
We use cookies and similar technologies to enhance your browsing experience and analyze website usage. You can control cookie preferences through your browser settings.
For detailed information about our cookie practices, please review our Cookie Policy. Cookie Policy
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically retained for seven years in accordance with Australian regulatory requirements.
Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of material changes by posting the updated policy on our website with a new effective date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us using the following methods
Send privacy-related inquiries to contact@felyronquitas.com
+61732119020 for privacy questions
Level 15, 344 Queen Street, Brisbane QLD 4000