Privacy Policy

Last updated: October 7, 2026

Information We Collect

We collect information that you provide directly to us when you enquire about our services, engage us for financial planning, or communicate with us. This may include:

• Personal identification information (name, email address, postal address)
• Financial information necessary to provide advisory services
• Communication preferences and correspondence history
• Information about your financial goals and circumstances

How We Use Your Information

We use the information we collect to:

• Provide financial planning and advisory services
• Communicate with you about your account and our services
• Respond to your enquiries and requests
• Improve our services and develop new offerings
• Comply with legal and regulatory obligations

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist in our operations, subject to confidentiality obligations
• When required by law, regulation, or legal process
• To protect our rights, property, or safety, or that of our clients or others
• With your explicit consent

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. Financial records are typically retained for seven years in accordance with Australian regulatory requirements.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your information, subject to legal retention requirements
• Withdraw consent for certain data processing activities
• Lodge a complaint with relevant data protection authorities

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. You can control cookie settings through your browser preferences. For more details, please see our Cookies Policy.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a new effective date.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at:

Radiant-tide
Level 12, 145 Collins Street
Melbourne VIC 3000
Australia
Email: [email protected]