Privacy Policy

Our Commitment to Your Privacy

At zelionapexiq, we take your privacy seriously and are committed to protecting your personal information in accordance with Australian Privacy Principles and applicable data protection regulations.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning subscription services.

Information We Collect

We collect information necessary to provide effective financial planning consultation services:

• • Contact details including name, email address, phone number, and mailing address
• • Financial information relevant to consultation services such as financial goals and current circumstances
• • Communication preferences and consultation scheduling information
• • Website usage data and technical information for service improvement

How We Use Your Information

Your personal information helps us deliver quality financial planning services:

• • Providing personalized financial consultation and analytical reviews
• • Communicating about your subscription and scheduling consultations
• • Improving our services based on client feedback and usage patterns
• • Complying with legal and regulatory requirements for financial services
• • Protecting against fraud and maintaining service security

Legal Basis for Processing

We process your personal information based on several legal grounds under Australian privacy law:

We process your data based on consent for marketing communications and legitimate interest for service delivery and improvement.

How We Share Your Information

We only share your personal information in specific, limited circumstances:

• • With service providers who assist in delivering our consultation services, under strict confidentiality agreements
• • When required by law or to comply with regulatory requirements for licensed financial services
• • To protect the rights, property, or safety of our business, clients, or others
• • With your explicit consent for specific purposes, such as referrals to other professional services

Protecting Your Information

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

Your Privacy Rights

Under Australian Privacy Principles, you have several rights regarding your personal information:

• • The right to access the personal information we hold about you
• • The right to request correction of inaccurate or outdated information
• • The right to request deletion of your personal information in certain circumstances
• • The right to restrict how we process your information in specific situations
• • The right to receive your personal information in a portable format
• • The right to object to certain types of processing, particularly for marketing purposes

Cookies and Website Analytics

Our website uses cookies to enhance your user experience and understand how our services are used. Detailed information about our cookie practices is available in our Cookie Policy.

Read our Cookie Policy

How Long We Keep Your Information

We retain your personal information for as long as necessary to provide our services and comply with legal requirements. Generally, we keep client information for seven years after the end of the client relationship, in line with financial services record-keeping requirements.

Information from Minors

Our financial planning services are designed for adults. We do not knowingly collect personal information from individuals under 18 years of age without parental consent.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes by email or through our website.

Contact Us About Privacy

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