Privacy Policy

Our Privacy Commitment

At quendavos Financial Planning, we are committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with Australian Privacy Principles.

Your trust is fundamental to our business relationship, and we take our privacy obligations seriously.

Information We Collect

We may collect several types of information from and about you:

• Personal identification information such as name, address, phone number, and email address
• Financial information relevant to our planning services including income, expenses, and financial goals
• Technical information including IP address, browser type, and website usage patterns
• Communication records including emails, phone calls, and consultation notes

How We Use Your Information

We use your personal information for the following purposes:

• To provide financial planning consultations and services
• To communicate with you about your account and services
• To improve our services and develop new features
• To comply 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 and legitimate interest for service provision.

Information Sharing and Disclosure

We may share your personal information in the following circumstances:

• With your explicit consent for specific purposes
• To comply with legal obligations or court orders
• With trusted service providers who assist in delivering our services

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure servers, and restricted access protocols.

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• Right to access your personal information held by us
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information in certain circumstances
• Right to restrict or object to certain processing activities
• Right to lodge a complaint with the Office of the Australian Information Commissioner

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience and analyze website usage patterns.

For detailed information about our cookie practices, please refer to 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. Generally, client information is retained for seven years after the end of our business relationship, unless longer retention is required by law.

Children's Privacy

Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children.

18+ only

Privacy Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Contact Information for Privacy Matters

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: