Privacy Policy

Our Privacy Commitment

bunelulora Financial Planning is committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, and safeguard your information when you use our services or visit our website.

Information We Collect

We collect information to provide better consultation services and improve your experience:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to consultation sessions, such as goals and circumstances
• Communication records from consultation sessions and correspondence
• Website usage data including IP address, browser type, and pages visited

How We Use Your Information

We use collected information to:

• Provide personalised consultation services and analytical reviews
• Communicate with you about appointments, services, and relevant updates
• Improve our services and develop new consultation approaches
• Comply with legal obligations and maintain accurate business records

Legal Basis for Processing

We process your personal information based on:

Information Sharing

We may share your information in limited circumstances:

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

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.

Your Privacy Rights

Under Australian privacy law, you have the right to:

• Access and obtain copies of your personal information
• Request correction of inaccurate or incomplete information
• Request deletion of your information in certain circumstances
• Withdraw consent for marketing communications at any time

Cookies and Tracking

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

For detailed information, please see our Cookie Policy.

Data Retention

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

Children's Privacy

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

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes through our website or direct communication.

Contact Information

For privacy-related questions or to exercise your rights, contact us at contact@bunelulora.com or +61 80 207 510.