Privacy Policy

Your Privacy Matters

verionavique Financial Planning Services is committed to protecting your privacy and handling your personal information responsibly. This policy explains how we collect, use, and protect your information when you use our subscription service.

Information We Collect

We collect information necessary to provide our financial planning subscription service effectively and maintain our professional relationship with you:

• Personal identification information (name, contact details, address)
• Financial information relevant to planning discussions (income ranges, general financial goals)
• Communication records (consultation notes, email correspondence, phone call logs)
• Website usage data (browsing patterns, preferences, technical information)

How We Use Your Information

Your information is used specifically to deliver our subscription-based financial planning service and maintain our professional relationship:

• Providing personalized financial planning consultations and guidance
• Maintaining records of our professional interactions and advice provided
• Communicating with you about your subscription and relevant financial topics
• Improving our service delivery and developing relevant content for subscribers

Legal Basis for Processing

We process your personal information based on several legal grounds under Australian privacy law:

How We Protect Your Information

We implement robust security measures to protect your personal information, including encrypted data transmission, secure server storage, access controls, and regular security audits. Our team receives privacy training and follows strict confidentiality protocols consistent with professional financial planning standards.

Cookies and Website Technology

Our website uses cookies to enhance your browsing experience and provide personalized service. We use four main types of cookies:

Your Privacy Rights

Under Australian privacy law and international regulations, you have several rights regarding your personal information:

• Access your personal information and understand how we use it
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal requirements)
• Object to certain types of data processing or withdraw consent
• Request a copy of your information in a portable format

Information Retention

We retain your personal information for as long as necessary to provide our services and meet legal obligations. Financial planning records are typically retained for seven years after service completion, consistent with professional and regulatory requirements. Marketing preferences are maintained until you opt out or request deletion.

Sharing with Third Parties

We do not sell your personal information to third parties. We may share information with trusted service providers who assist with our operations, such as technology platforms, communication tools, and professional services. All third parties are bound by confidentiality agreements and privacy protections.

Privacy Inquiries

If you have questions about this privacy policy, want to exercise your privacy rights, or have concerns about how we handle your information, please contact us:

Policy Updates

We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated to subscribers via email or website notification. Continued use of our services after updates constitutes acceptance of the revised policy.