Privacy Policy

Your Privacy Matters

At seraphionex, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our financial planning services.

Information We Collect

We collect information that you provide directly to us and information that we gather automatically:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to your planning goals and current situation
• Communication preferences and consultation scheduling information
• Website usage data including IP address, browser type, and pages visited

How We Use Your Information

Your personal information is used solely to provide and improve our financial planning services:

• Deliver personalized financial planning consultations and ongoing support
• Communicate with you about appointments, service updates, and relevant financial insights
• Improve our services based on your feedback and usage patterns
• Comply with legal obligations and maintain accurate business records

Legal Basis for Processing

We process your personal information based on the following legal grounds:

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

Data Sharing and Disclosure

We do not sell your personal information. We may share your data only in these limited circumstances:

• With service providers who help us deliver our services, under strict confidentiality agreements
• When required by law or to protect our legal rights and interests
• In the unlikely event of a business merger or acquisition, with appropriate privacy protections

Data Security Measures

We implement robust security measures including encryption, secure servers, and regular security audits to protect your personal information from unauthorized access, disclosure, or misuse.

Your Privacy Rights

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

• Access and receive a copy of the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Receive your data in a portable format for transfer to another service provider
• Object to certain types of data processing, including marketing communications

Cookies and Tracking

Our website uses cookies to improve functionality and analyze usage patterns. You can control cookie settings through your browser preferences.

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 no longer than seven years after your last consultation.

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 years of age.

Policy Changes

We may update this Privacy Policy periodically. Material changes will be communicated through email notification or prominent website notice at least 30 days before taking effect.

Contact Us About Privacy

For questions about this Privacy Policy or to exercise your privacy rights, contact us at contact@seraphionex.com or +61 410 873 885.