Privacy Policy

Privacy Commitment

At querinalvosy, we understand that your personal information is valuable and deserves protection. This policy explains how we collect, use, and safeguard your data.

We are committed to transparency and compliance with Australian privacy laws, including the Privacy Act 1988 and Australian Privacy Principles.

Information Collection

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

• Contact details including name, email, phone number, and address
• Financial information such as income, assets, and financial goals
• Professional details including employment and business information
• Communication records and service interaction history

Information Usage

We use your information solely for legitimate business purposes:

• Providing personalized financial planning services and consultations
• Communicating about your account, services, and important updates
• Improving our services and developing new offerings
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

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

Information Sharing

We limit data sharing to essential business operations:

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal obligations
• With your explicit consent for specific purposes

Data Security

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

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• Right to access your personal information we hold
• Right to request correction of inaccurate information
• Right to request deletion of your personal information
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Cookies and Tracking

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

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

Data Retention

We retain your personal information only as long as necessary for service provision and legal compliance, typically 7 years for financial records as required by Australian regulations.

Children's Privacy

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

Privacy Policy Updates

We may update this privacy policy periodically. Significant changes will be communicated through email or website notifications.

Privacy Contact

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