Privacy Policy

Introduction

jolentariquo Financial Planning Services respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our services or website.

This privacy policy was last updated on August 30, 2025.

Information We Collect

We collect information you provide directly to us and information automatically collected through your use of our services:

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

How We Use Your Information

We use the collected information for the following purposes:

• • Providing financial planning consultation services and personalized recommendations
• • Communicating with you about our services, appointments, and account information
• • Improving our services and website functionality based on user feedback and behavior
• • Complying with legal obligations and regulatory requirements in the financial services industry

Legal Basis for Processing

Under Australian privacy law and international regulations where applicable, we process your data based on:

Consent for marketing communications, legitimate interest for service delivery, and legal obligation for regulatory compliance.: We process your data on the basis of consent, legitimate interest, and legal obligation.

How We Share Your Information

We may share your personal information in the following circumstances:

• • With service providers who assist in delivering our services, subject to strict confidentiality agreements
• • When required by law, regulation, or legal process, including compliance with financial services regulations
• • To protect our rights, property, or safety, or that of our clients or others, as permitted by law

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience and analyze website usage patterns.

For detailed information about our cookie practices, please see our Cookie Policy.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records are typically maintained for seven years in accordance with Australian financial services regulations.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• • Access to the personal information we hold about you
• • Correction of inaccurate or incomplete information
• • Deletion of your personal information in certain circumstances
• • Objection to processing of your information for marketing purposes
• • Data portability where technically feasible
• • Lodging complaints with relevant privacy authorities

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age without parental consent.

18+ only

Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of significant changes by posting the updated policy on our website and updating the last modified date.

Contact Information

If you have questions about this privacy policy or our data practices, please contact us at contact@jolentariquo.com or +61 3 7925 161.