Privacy Policy

Introduction

At valyriconvos, we respect your privacy and are committed to protecting your personal information. This privacy policy explains how we collect, use, and safeguard your information when you use our website and financial planning subscription services. We process your data in accordance with Australian privacy laws and international privacy standards.

Information We Collect

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

• • Contact details including name, email address, phone number, and postal address
• • Financial information relevant to planning consultations such as income ranges, assets, and financial goals
• • Communication preferences and consultation history
• • Website usage data including pages visited, time spent on site, and technical information

How We Use Your Information

We use the information we collect for the following purposes:

• • Providing financial planning consultations and ongoing subscription services
• • Communicating with you about your subscription and relevant financial planning topics
• • Improving our services based on client feedback and website analytics
• • Complying with legal obligations and protecting our legitimate business interests

Legal Basis for Processing

Under Australian privacy law and international standards, we process your personal information based on:

Lawful Basis: We process your data based on your consent for marketing communications and our legitimate interest in providing financial planning services. For subscription services, processing is necessary for contract performance.

Information Sharing and Disclosure

We may share your information in the following limited circumstances:

• • With service providers who assist in delivering our services, subject to confidentiality agreements
• • When required by law or to protect our rights and the rights of others
• • With your explicit consent for specific purposes you have authorized

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of sensitive data, secure data storage, regular security assessments, and staff training on data protection procedures. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

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 information for 7 years after the end of our service relationship, in accordance with Australian financial services record-keeping requirements. Marketing data is retained until you unsubscribe or request deletion.

Your Privacy Rights

Depending on your location and applicable law, you may have the following rights regarding your personal information:

• • Access your personal information and receive a copy of the data we hold about you
• • Correct inaccurate or incomplete personal information
• • Request deletion of your personal information, subject to legal obligations
• • Object to or restrict processing of your personal information in certain circumstances
• • Withdraw consent for processing where consent is the legal basis

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and understand how you interact with our services.

For detailed information about our cookie practices, please review our Cookie Policy Cookie Policy

Children's Privacy

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child under 18, please contact us immediately so we can delete such information.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by posting the updated policy on our website and updating the "last updated" date. For significant changes, we may provide additional notice through email or website notifications.

Contact Information

If you have questions about this privacy policy, want to exercise your privacy rights, or need assistance with your personal information, please contact us: