Privacy Policy

Your Privacy Matters

At narquelosiva, we're committed to protecting your personal information and being transparent about how we collect, use, and safeguard your data.

This policy outlines our practices and your rights regarding personal information in compliance with Australian Privacy Principles.

Information We Collect

We collect information that you provide directly and some that we gather automatically:

• • Name, email address, phone number, and contact preferences
• • Financial goals, asset ranges, and planning preferences you share
• • Communication records from consultations and support interactions
• • Website usage data, including pages visited and features used

How We Use Your Information

We use your information for these specific purposes:

• • Providing personalized financial consultations and ongoing support
• • Communicating about appointments, services, and account updates
• • Improving our services based on feedback and usage patterns
• • Ensuring security and compliance with legal obligations

Legal Basis for Processing

We process your personal information based on:

We process your data on the basis of consent and legitimate interest in providing financial planning services.: Consent / Legitimate Interest

Information Sharing

We share your information only in these limited circumstances:

• • With service providers who help us deliver our services (subject to confidentiality agreements)
• • When required by law or to protect our legal rights
• • With your explicit consent for specific purposes you've approved

Cookies and Tracking

We use cookies and similar technologies to enhance your experience and provide personalized services.

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

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

Under Australian Privacy Principles, you have these rights:

• • Access to your personal information and details about how we use it
• • Request correction of inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Receive your personal information in a portable format
• • Object to certain types of data processing

How Long We Keep Your Information

We retain your personal information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Active client data is typically retained during your subscription plus seven years for compliance purposes.

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 years of age.

narquelosiva financial planning services logo: narquelosiva financial planning services logo

Policy Changes

We may update this privacy policy to reflect changes in our practices, technology, or legal requirements. We'll notify you of significant changes through email or website notices.

Privacy Questions

For privacy-related questions, requests to access your information, or to exercise your privacy rights, contact us using the details provided in our main contact section.