Privacy Policy

At geleriontav, we take your privacy seriously. This Privacy Policy explains how we collect, use, and protect your personal information when you use our financial planning services and website.

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to your planning goals and current situation
• Communication records from our consultations and email exchanges
• Technical information such as IP address, browser type, and website usage patterns

How We Use Your Information

We use your personal information for the following purposes:

• Providing personalized financial planning consultations and ongoing support
• Communicating with you about your subscription and sending service-related updates
• Improving our services based on your feedback and usage patterns
• Complying with legal obligations and protecting our legitimate business interests

Legal Basis for Processing

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

Data Sharing and Disclosure

We may share your information in the following limited circumstances:

• With trusted service providers who assist in delivering our services, bound by confidentiality agreements
• When required by law, regulation, or legal process, including compliance with Australian financial services regulations
• To protect the rights, property, or safety of our company, customers, or others, as permitted by law

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and analyze usage patterns. You can control cookie settings through your browser preferences.

detailed 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, and we cannot guarantee absolute security.

Your Privacy Rights

Under Australian privacy law and our commitment to privacy, you have the following rights:

• Access your personal information and receive details about how we process it
• Request correction of inaccurate or incomplete personal information
• Request deletion of your personal information in certain circumstances
• Request restriction of processing your personal information
• Request a copy of your data in a structured, machine-readable format
• Object to processing of your personal information for certain purposes

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Generally, we keep client records for seven years after the end of our relationship, as required by financial services regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website with a new effective date.

Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us at contact@geleriontav.com or +61 895-713-196.