Privacy Policy

Your Privacy Matters

Learn more about how we collect, use, and protect your personal information.

At soliviantrae, we're committed to protecting your privacy and handling your personal information responsibly. This policy explains our practices in plain language.

Information We Collect

We collect information necessary to provide our financial planning services effectively and securely.

Personal Information:

• Contact details (name, email, phone, address)
• Financial information relevant to planning services
• Communication preferences and service history

Usage Data:

We automatically collect information about how you interact with our website and services, including IP addresses, browser type, and page views.

How We Use Your Information

• Provide personalized financial planning services and support
• Communicate about your account, services, and important updates
• Improve our services and develop new features
• Comply with legal obligations and regulatory requirements

Legal Basis for Processing

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

Information Sharing

We limit data sharing to essential business purposes and trusted partners.

• Service providers who help us deliver our financial planning services
• Professional advisors (lawyers, accountants) when legally required
• Regulatory authorities when required by law or regulation

Cookies and Tracking

We use cookies to enhance your experience and provide personalized services on our platform.

For detailed information about our cookie usage, please review our Cookie Policy. Cookie Policy

Data Security

We implement comprehensive security measures to protect your personal information, including encryption, secure servers, and regular security assessments.

Your Privacy Rights

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

• Access your personal information we hold
• Request correction of inaccurate information
• Request deletion of your personal information
• Receive your data in a portable format
• Object to certain processing activities

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations, typically 7 years for financial records.

Children's Privacy

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

Policy Changes

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We'll notify you of significant changes via email or website notice.

Privacy Contact

For privacy-related questions or to exercise your rights, contact our Privacy Officer: