Privacy Policy

Introduction

This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning services. We are committed to protecting your privacy and complying with Australian privacy laws.

Last Updated: June 26, 2025

Information We Collect

We collect various types of information to provide our services:

• • Personal identification information including name, address, date of birth, and government identifiers
• • Contact details such as phone numbers, email addresses, and preferred communication methods
• • Financial information including income, assets, liabilities, investment goals, and risk tolerance
• • Website usage data, browser information, and interaction patterns with our digital services

How We Use Your Information

We use your information for the following purposes:

• • Providing personalized financial planning and investment advice services
• • Communicating with you about your accounts, services, and important updates
• • Improving our services and developing new financial products
• • Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal information based on:

Data Sharing

We may share your information with:

• • Trusted service providers who assist with our operations
• • Government agencies when required by law
• • Third parties with your explicit consent

Data Security

We implement robust security measures including encryption, access controls, and regular security audits to protect your personal information from unauthorized access, disclosure, or misuse.

Your Privacy Rights

You have the following rights regarding your personal information:

• • Access to your personal data and information about how it's processed
• • Correction of inaccurate or incomplete personal information
• • Deletion of your personal data under certain circumstances
• • Portability of your data to another service provider
• • Withdrawal of consent for data processing activities

Cookies and Tracking

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

For detailed information, please see our Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations, typically 7 years from the end of our relationship.

Children's Privacy

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

Policy Changes

We may update this privacy policy from time to time. Material changes will be communicated through email or prominent website notices.

Contact Us

For privacy-related questions or to exercise your rights, contact our Privacy Officer at info@clarivonexus.com or +61 4 8968 4106.