Privacy Policy
Your Privacy Matters to Us
At adelanovatalio, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or use our financial planning subscription services. We comply with Australian privacy laws and international best practices to ensure your data is handled responsibly and securely.
Information We Collect
We collect information that you provide directly to us and information that is automatically collected when you use our website and services.
- Personal identification information including name, email address, phone number, and postal address
- Financial information relevant to our planning services, such as income ranges, financial goals, and general asset information
- Technical information including IP address, browser type, device information, and website usage patterns
- Communication records from our consultation sessions and correspondence with our team
How We Use Your Information
We use your personal information for legitimate business purposes related to providing our financial planning subscription services.
- Delivering personalized financial planning consultations and analytical reviews
- Communicating with you about your subscription, appointments, and relevant service updates
- Improving our services through analysis of user preferences and feedback
- Complying with legal obligations and maintaining accurate business records
Legal Basis for Processing
We process your personal information based on several legal grounds under Australian privacy law.
Our lawful basis for processing includes: We process your data on the basis of consent for marketing communications and legitimate business interest for service delivery and improvement.
How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your information only in specific circumstances.
- With trusted service providers who assist in delivering our services, under strict confidentiality agreements
- When required by law, court order, or government investigation
- To protect our rights, property, or safety, or that of our users or others
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your website experience and analyze usage patterns.
For detailed information about our cookie practices, please review our separate Cookie Policy. Cookie Policy
Your Privacy Rights
Under Australian privacy law, you have several rights regarding your personal information.
- Access - Request a copy of the personal information we hold about you
- Correction - Ask us to correct inaccurate or incomplete information
- Deletion - Request deletion of your personal information in certain circumstances
- Portability - Receive your data in a structured, commonly used format
- Objection - Object to certain types of data processing
- Withdrawal - Withdraw consent for data processing where consent is the legal basis
Data Security Measures
We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These include encryption, secure servers, regular security audits, and staff training on privacy practices. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Generally, we keep subscription and consultation records for seven years after service termination, in line with Australian financial services regulations. You may request earlier deletion in certain circumstances.
Children's Privacy
Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age. If you are under 18, please do not provide personal information through our website or services.
Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes by email or prominent website notice. Your continued use of our services after changes indicates acceptance of the updated policy.
Privacy Contact Information
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact our Privacy Officer.
Privacy Policy last updated: September 2, 2025