Privacy Policy

Your Privacy Matters

At neranierelari, we understand that your personal and financial information is sensitive. This Privacy Policy explains how we collect, use, protect, and share your information when you use our services.

We are committed to protecting your privacy and maintaining the confidentiality of your personal information in accordance with Australian privacy laws.

Information We Collect

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

• • Contact details (name, email, phone number, address)
• • Financial information (income, expenses, financial goals)
• • Communication records (emails, chat logs, call notes)
• • Website usage data (pages visited, time spent, device information)

How We Use Your Information

We use your information for the following purposes:

• • Providing financial planning services and consultations
• • Communicating with you about your account and services
• • Improving our website and service offerings
• • Complying with legal and regulatory requirements
• • Protecting against fraud and ensuring service security

Legal Basis for Processing

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

We process your data on the basis of consent and legitimate interest for providing financial services.

How We Share Information

We may share your information in limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or regulatory authorities
• • To protect our rights, property, or safety
• • With your explicit consent for specific purposes

Data Security

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

This includes encryption, secure servers, access controls, and regular security assessments.

Your Privacy Rights

Under Australian privacy law, you have the right to:

• • Access the personal information we hold about you
• • Request correction of inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Request restriction of processing in specific situations
• • Receive your data in a portable format
• • Object to processing based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to improve your experience on our website. For detailed information, please see our Cookie Policy.

View Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal requirements. Financial records are typically retained for seven years as required by Australian law.

Children's Privacy

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

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 any material changes by posting the updated policy on our website.

This policy was last updated on September 2, 2025.

Contact Us

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