Our privacy and data practices
We value your privacy and explain how information is handled here.
Our privacy approach and commitment
We collect and use your personal information to deliver ongoing financial planning services, comply with regulations, and enhance your experience.
Your data is handled securely and transparently. We do not sell your information, and access is restricted to authorised personnel only.
Information we collect from you
We collect data you provide directly, as well as information automatically gathered through website technologies.
Information you provide directly
- • Your name and contact details for service delivery
- • Payment details for subscription processing
- • Consultation notes and preferences
- • Feedback or enquiries submitted via our forms
- • Communication records for service quality
Information collected automatically
- • Device and browser type used to access our site
- • IP address and approximate location data
- • Site usage patterns and interactions
- • Session duration and navigation paths
- • Cookie preferences and consent status
How your information is used
Your data helps us deliver, improve, and support our financial planning services and comply with legal obligations.
- • Communication about your subscription
- • Consultation scheduling and updates
- • Payment processing and invoicing
- • Customer service and support
- • Improvement of services and website
- • Compliance with Australian laws
- • Analysis for service quality
Our promise: Your privacy is a priority. We use robust measures to protect your data and review our practices regularly.
When we share your data
Information may be shared with trusted vendors only as needed to support our service or comply with legal requirements.
Service providers we use
Third-party providers assist with payment, communication, or IT systems. All are contractually bound to strict confidentiality.
Legal requirements and compliance
We may share data to comply with regulatory or legal obligations.
Anonymous analytics and insights
Aggregated, non-identifiable data may be used for service improvements.
Your privacy rights
You have the right to access, correct, or request deletion of your data. Contact us to exercise your rights or for more information.
- • Request access to your data at any time
- • Correct inaccurate data held about you
- • Request deletion of your personal data
- • Obtain a copy of your data in a portable format
- • Object to certain uses of your information
- • Request restriction of processing in some cases
Contact our privacy officer for enquiries or to exercise your rights under Australian law.
How we protect your data
We use secure technologies, access controls, and regular reviews to safeguard your information.
Technical security measures
- • Encryption of sensitive data in transit
- • Firewall protection for IT systems
- • Secure access controls for staff
- • Routine security assessments
Organisational practices
- • Staff privacy and security training
- • Confidentiality agreements with providers
- • Regular audits of data handling
- • Policies for incident response
How long data is kept
Personal data is retained only as long as needed for service, legal, or regulatory reasons.
- • Kept while you are subscribed
- • Consultation notes retained for service
- • Communication history kept for quality
- • Payment records kept as required
- • Preferences retained for communication
You may request deletion of your data when no longer needed for service.
International data transfers
Data may be processed overseas if required for service, with safeguards in place to protect your privacy.
- • Vendor agreements for data security
- • Standard contractual clauses used
- • Data minimised for transfers
- • Review of provider security
Cookies and similar technologies
We use cookies for site functionality, analytics, and service improvement. See our cookie policy for details.
Types of cookies we use
- • Required for core website operation
- • Help monitor and improve performance
- • Remember your preferences and settings
- • Enable certain website features
You can adjust cookie settings in your browser at any time.
How we update this policy
We may revise this privacy policy periodically. Significant changes will be communicated on our website.
- • Website notifications
- • Email updates if subscribed
- • Policy summary on login
- • Contact for clarification
Please review this page regularly for updates.
Contact our privacy officer
For privacy questions or requests, contact us using the details below.
fuleroviaxent
17 Gould Road, Herston, QLD 4006 Australia
Phone: +61-7-6198-5482
Email: content@fuleroviaxent.com
Policy last updated: October 4, 2025
Effective from: October 4, 2025