Privacy Policy

Our Privacy Commitment

At evolentraxia, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our financial planning services.

We comply with Australian Privacy Principles under the Privacy Act 1988 and maintain the highest standards of data protection.

Information We Collect

We collect information necessary to provide our financial planning services effectively:

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income, expenses, assets, and financial goals
• Identification information required for regulatory compliance and verification
• Website usage data including IP address, browser type, and site interaction patterns

How We Use Your Information

Your personal information is used solely for legitimate business purposes:

• Providing personalized financial planning services and consultations
• Communicating with you about your account and our services
• Complying with legal and regulatory requirements
• Improving our services based on user feedback and behavior analysis

Legal Basis for Processing

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

How We Share Your Information

We only share your information in limited circumstances:

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, regulation, or court order
• To protect our rights, property, or safety, or that of our clients or others

Data Security Measures

We implement comprehensive security measures including encryption, secure servers, restricted access protocols, and regular security audits to protect your personal information from unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• Right to access your personal information and receive details about our processing activities
• Right to correct inaccurate or incomplete personal information we hold about you
• Right to request deletion of your personal information under certain circumstances
• Right to receive your personal information in a portable format where technically feasible
• Right to object to certain types of processing of your personal information

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and gather usage analytics.

For detailed information about our cookie practices, please refer to our separate Cookie Policy.

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for seven years in accordance with Australian regulatory requirements.

Children's Privacy

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

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes and update the effective date accordingly.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us using the information provided in our contact section.