Privacy Policy

Introduction

solorimexia Financial Planning Services respects your privacy and is committed to protecting the personal information you share with us.

This privacy policy explains how we collect, use, store, and protect your information when you use our financial planning services.

Information We Collect

We collect information you provide directly and information gathered automatically through your use of our services:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to planning consultations and service delivery
• Communication records including emails, phone calls, and consultation notes
• Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

We use your personal information for legitimate business purposes including:

• Providing financial planning consultation services and ongoing support
• Communicating about your account, appointments, and service updates
• Improving our services based on your feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on several legal foundations:

We process your data on the basis of consent and legitimate interest.

How We Share Information

We may share your information in limited circumstances:

• With service providers who assist in delivering our planning services
• When required by law or to protect legal rights
• With your explicit consent for specific purposes

Data Security

We implement comprehensive security measures to protect your personal information, including encryption, secure servers, and restricted access protocols. However, no system is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• Access your personal information and request corrections
• Request deletion of your information in certain circumstances
• Object to processing for direct marketing purposes
• Lodge complaints with the Privacy Commissioner
• Withdraw consent for voluntary information sharing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and gather usage analytics.

For detailed information, please review 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 seven years for financial records.

Policy Changes

We may update this privacy policy to reflect changes in our practices or legal requirements. Continued use of our services indicates acceptance of updates.

Contact Information

For privacy-related questions or to exercise your rights, contact us using the information provided.