Privacy and Data Protection Policy
How we handle and safeguard your personal and financial information
Information We Collect
We only collect personal or financial information needed to provide our services, communicate with you, or comply with Australian laws.
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→Full names and contact details
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→Information about investment holdings
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→Client correspondence records
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→Consultation notes and outcomes
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→Relevant regulatory documentation
We never collect information that is not required for our advisory role or for legal compliance.
How We Use Your Information
Your information is used solely to provide analytical reviews, facilitate consultations, and comply with Australian regulation.
Personal data is never shared with third parties for marketing or sales. We maintain internal protocols to secure and limit use of your data.
Your Privacy Rights
You have rights to access, rectify, erase, or transfer your data. Please contact us if you wish to review or update any details.
Right to Access
Request all information we hold about you.
Right to Rectification
Update any information that is inaccurate.
Right to Erasure
Ask us to delete your personal data.
Right to Portability
Receive a portable copy of your data.
Sharing and Disclosure
We do not sell or rent your data. Information may only be disclosed if required by Australian law or at your explicit direction.
Data may be shared with regulators in compliance with mandatory reporting obligations, never for sales or marketing.
Data Security
We use technical and organizational safeguards to protect all client information from loss, misuse, or unauthorized access.
Access to data is restricted to authorized personnel, with regular reviews and secure storage measures followed.
Contact About Privacy
Address: 265 King Street, Newcastle, NSW 2300 Australia
Phone: +61.2.7401.0472
Email: content@bravilentaro.com