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GDPR Compliance

Last updated: June 19, 2026

Data Protection Principles

We process personal data in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR) where applicable. Our data processing adheres to the following principles:

  • Lawfulness, fairness, and transparency
  • Purpose limitation
  • Data minimization
  • Accuracy
  • Storage limitation
  • Integrity and confidentiality

Legal Basis for Processing

We process your personal data based on:

  • Your explicit consent for specific processing activities
  • Performance of a contract with you
  • Compliance with legal obligations
  • Our legitimate interests in providing and improving our services

Your Rights Under GDPR

If you are located in the European Economic Area, you have the following rights:

Right of Access

You have the right to obtain confirmation as to whether we process your personal data and, where applicable, access to that data.

Right to Rectification

You have the right to have inaccurate personal data corrected and incomplete data completed.

Right to Erasure

You have the right to request deletion of your personal data under certain circumstances.

Right to Restriction of Processing

You have the right to request restriction of processing of your personal data in specific situations.

Right to Data Portability

You have the right to receive your personal data in a structured, commonly used, and machine-readable format.

Right to Object

You have the right to object to processing of your personal data based on legitimate interests or for direct marketing purposes.

Rights Related to Automated Decision Making

You have the right not to be subject to decisions based solely on automated processing that produce legal effects or similarly significantly affect you.

Data Transfers

When we transfer personal data outside the European Economic Area, we ensure appropriate safeguards are in place in accordance with GDPR requirements.

Data Breach Notification

In the event of a personal data breach that is likely to result in a risk to your rights and freedoms, we will notify you without undue delay as required by GDPR.

Contact and Complaints

To exercise any of your rights or if you have concerns about our data processing practices, please contact us at: [email protected]

You also have the right to lodge a complaint with your local data protection authority.

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Strategic financial planning services for Melbourne

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