Privacy Policy

Introduction

Agencykorvalto Financial Planning Pty Ltd respects your privacy and is committed to protecting your personal information. This privacy policy explains how we collect, use, and safeguard your data.

By using our website and services, you consent to the collection and use of information in accordance with this policy.

Information We Collect

We collect information you provide directly and automatically through your use of our services:

  • Personal identifiers (name, email, phone number)
  • Financial information (income, assets, investment goals)
  • Usage data (website interactions, preferences)
  • Device information (IP address, browser type)

How We Use Your Information

We use collected information for the following purposes:

  • Providing financial planning services and consultations
  • Communicating about our services and updates
  • Improving our website and service offerings
  • Complying with legal and regulatory requirements

Legal Basis for Processing

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

We process your data on the basis of consent, legitimate interest, and contractual necessity.

Cookies and Tracking

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

Different types of cookies collect various information as detailed in our Cookie Policy.

You can manage cookie preferences through your browser settings or our cookie preference center.

Data Sharing

We may share your information in limited circumstances:

  • With service providers who assist in delivering our services
  • When required by law or to protect our legal rights
  • 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.

Our security measures include encryption, access controls, and regular security assessments.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes.

Your Rights

You have the following rights regarding your personal information:

  • Access and receive a copy of your personal data
  • Correct inaccurate or incomplete information
  • Request deletion of your personal data
  • Object to processing of your personal data
  • Withdraw consent where processing is based on consent

Children's Privacy

Our services are not intended for individuals under 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this privacy policy periodically. Material changes will be communicated through our website or direct notification.

Contact Information

For questions about this privacy policy or your personal information, please contact us:

Email: info@agencykorvalto.com

Phone: +61 2 4596 1442

Address: Level 15, 1 Macquarie Place, Sydney NSW 2000, Australia

Last Updated: July 2, 2025