Privacy Policy
At palisneroexora, we are committed to protecting your privacy and ensuring transparency about how we collect, use, and protect your personal information. This policy explains our data practices in clear, understandable terms.
Information We Collect
We collect information you provide directly and automatically when you use our services. This helps us provide personalized financial planning guidance.
- Contact information including name, email address, phone number, and postal address
- Financial information relevant to planning services, such as income ranges and financial goals
- Communication records including emails, phone calls, and consultation notes
- Technical information such as IP address, browser type, and website usage patterns
How We Use Your Information
Your information is used exclusively to provide and improve our financial planning services while complying with Australian privacy laws.
- Deliver personalized financial planning consultations and recommendations
- Communicate with you about your subscription and financial planning progress
- Improve our services based on feedback and usage patterns
- Comply with legal obligations and regulatory requirements
Legal Basis for Processing
Under Australian Privacy Principles, we process your personal information based on the following lawful grounds:
We process your data based on consent for marketing communications and legitimate interest for service delivery and improvement.: Consent / Legitimate Interest
How We Share Information
We do not sell your personal information. Limited sharing occurs only in specific circumstances necessary for service delivery or legal compliance.
- With trusted service providers who assist in delivering our services (under strict confidentiality agreements)
- When required by law or to comply with legal processes
- To protect our rights, property, or safety, or that of our users or others
Your Privacy Rights
Under Australian privacy law, you have several rights regarding your personal information. We are committed to honoring these rights promptly and transparently.
Right to Access
You can request a copy of the personal information we hold about you
Right to Correction
You can request corrections to inaccurate or incomplete personal information
Right to Erasure
You can request deletion of your personal information in certain circumstances
Right to Data Portability
You can request your data in a portable format to transfer to another service provider
Cookies and Tracking
We use cookies and similar technologies to improve your experience and analyze website usage. These help us provide better service and understand user preferences.
For detailed information about our use of cookies, please refer to our Cookie Policy.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, access controls, and regular security assessments.
Data Retention
We retain your personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and applicable legal requirements.
Contact Us About Privacy
If you have questions about this Privacy Policy, want to exercise your privacy rights, or have concerns about how we handle your personal information, please contact us.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of material changes through email or website notice.
This Privacy Policy was last updated on September 20, 2025.