Privacy Policy

Introduction

This Privacy Policy explains how Elvonariktra Financial Services collects, uses, and protects your personal information when you use our financial planning services and website.

Last Updated: July 21, 2025

Information We Collect

We collect various types of information to provide and improve our financial planning services.

• Contact details including name, address, phone number, and email address
• Financial information such as income, assets, investment goals, and risk tolerance
• Usage data including website interactions, page views, and service preferences
• Device information including IP address, browser type, and operating system

How We Use Your Information

We use your personal information for legitimate business purposes related to our financial services.

• Providing personalized financial planning advice and investment recommendations
• Communicating about your account, services, and important financial updates
• Improving our services through analysis and feedback collection
• Complying with legal and regulatory requirements under ASIC guidelines

Legal Basis for Processing

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

We process your data based on contract performance, legitimate business interests, legal compliance, and your explicit consent where required.

How We Share Your Information

We may share your information in limited circumstances with trusted partners and as required by law.

• With licensed financial professionals and compliance officers within our organization
• With regulatory authorities including ASIC when legally required
• With trusted service providers under strict confidentiality agreements

Data Security Measures

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

Your Privacy Rights

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

• Access your personal information and receive a copy of data we hold
• Request correction of inaccurate or incomplete personal information
• Request deletion of your personal information subject to our legal obligations
• Receive your personal information in a portable format when technically feasible
• Object to processing of your personal information for direct marketing purposes

Cookies and Tracking

We use cookies and similar tracking technologies to improve your website experience and provide personalized content. You can control cookie preferences through our cookie policy.

View Cookie Policy Cookie Policy.

Data Retention

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

Children's Privacy

Our financial 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 Privacy Policy

We may update this privacy policy to reflect changes in our practices or applicable laws. We will notify you of significant changes through email or website notice.

Contact Us

If you have questions about this privacy policy or want to exercise your privacy rights, please contact our privacy team.