Privacy Policy

Our Commitment to Your Privacy

At ylvariontequ, we respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.

Last Updated: September 17, 2025

Information We Collect

We collect information necessary to provide our financial planning consultation services effectively

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income, expenses, assets, and financial goals
• Communication preferences and consultation history with our team
• Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

Your personal information helps us deliver personalized financial planning services and improve our offerings

• Providing monthly financial consultation and analysis tailored to your situation
• Communicating about your subscription, appointments, and service updates
• Improving our services based on client feedback and usage patterns
• Complying with legal obligations and regulatory requirements in Australia

Legal Basis for Processing

Under Australian privacy law, we process your personal information based on the following legal grounds

Primary Legal Basis: We process your data based on your consent for marketing communications and legitimate interest for service delivery

Our legitimate interest includes providing contracted services, improving user experience, and maintaining business operations within regulatory requirements.

How We Share Your Information

We share your personal information only in specific circumstances necessary for service delivery or legal compliance

• With trusted service providers who assist in delivering our consultation services
• When required by Australian law or regulatory authorities
• With your explicit consent for specific purposes you have approved

Cookies and Tracking

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

View our complete 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. However, no internet transmission is completely secure.

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information

• Access your personal information we hold and request copies
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Object to processing of your information for direct marketing purposes
• Lodge a complaint with the Australian Information Commissioner if you have concerns

Data Retention

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Typically, client information is retained for seven years after service termination.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted on our website with a revised effective date.

Contact Us About Privacy

For questions about this Privacy Policy or to exercise your privacy rights, contact us at contact@ylvariontequ.com or +61 514-394-152.