Privacy Policy and Data Protection

xirisavioavero is committed to protecting your personal information and respecting your privacy rights. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.

Information We Collect

We collect information necessary to provide effective financial planning consultations and maintain our service quality:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning discussions and consultation purposes
• Communication records from consultations, emails, and service interactions
• Technical data from website usage, including IP address and browser information

How We Use Your Information

Your personal information helps us deliver professional financial planning services effectively:

• Conducting personalised financial planning consultations and providing ongoing support
• Communicating about your service, scheduling appointments, and sending relevant updates
• Improving our services based on client feedback and consultation outcomes
• Meeting legal and regulatory requirements for financial services providers

Legal Basis for Data Processing

We process your personal data based on several legal foundations:

We process your data on the basis of consent and legitimate interest.: Your consent for service provision, legitimate business interests for service improvement, contractual necessity for consultation delivery, and legal compliance with Australian financial services regulations.

How We Protect Your Information

We implement comprehensive security measures including encrypted data transmission, secure server storage, access controls for staff members, and regular security audits to protect your personal information from unauthorised access or misuse.

Cookies and Website Technology

Our website uses cookies to enhance your browsing experience and provide personalised content. You can control cookie preferences through your browser settings.

For detailed information, please review our Cookie Policy. Cookie Policy

Your Privacy Rights

Under Australian privacy law, you have several important rights regarding your personal information:

• Right to access your personal information and understand how it's being used
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to restrict processing of your personal information under specific conditions
• Right to receive your personal information in a portable, commonly used format
• Right to object to certain types of data processing activities

Data Retention and Storage

We retain your personal information only as long as necessary for service provision, legal compliance, and legitimate business purposes. Financial planning records are typically maintained for seven years as required by Australian regulations.

Data Sharing and Third Parties

We do not sell your personal information to third parties. Limited sharing may occur with trusted service providers for technical support, payment processing, or regulatory compliance, always under strict confidentiality agreements.

Children's Privacy Protection

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

Updates to Privacy Policy

We may update this Privacy Policy to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated through website notices or direct contact with clients.

Privacy Contact Information

For privacy-related questions, data access requests, or concerns about how we handle your information: