Privacy Policy
Our Commitment to Your Privacy
At jovialentora Financial Planning, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data in accordance with Australian Privacy Principles and applicable privacy legislation.
We believe transparency is essential for building trust, and we want you to understand exactly how your information is handled.
Information We Collect
We may collect various types of personal information when you interact with our services:
- Contact details including name, email address, phone number, and postal address
- Financial information relevant to our consultation services
- Communication records from our interactions and consultations
- Website usage data through cookies and similar technologies
How We Use Your Information
We use your personal information for the following purposes:
- Providing financial planning consultation services and ongoing support
- Communicating with you about your subscription and service updates
- Improving our services and developing new offerings
- Complying with legal obligations and regulatory requirements
Legal Basis for Processing
We process your personal information based on:
We process your data on the basis of consent and legitimate interest.
Data Sharing and Disclosure
We may share your information in limited circumstances:
- With service providers who assist us in delivering our services
- When required by law or to comply with legal obligations
- With your explicit consent for specific purposes
Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. Our security measures include encryption, access controls, and regular security assessments.
Your Privacy Rights
Under Australian privacy law, you have several rights regarding your personal information:
- Access your personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information in certain circumstances
- Withdraw consent where processing is based on consent
- Lodge a complaint with the Office of the Australian Information Commissioner
Cookies and Tracking
We use cookies and similar technologies to enhance your website experience and analyse usage patterns.
For detailed information about our use of cookies, please refer to our Cookie Policy.
Data Retention
We retain your personal information only as long as necessary to fulfil the purposes outlined in this policy or as required by law. When information is no longer needed, we securely delete or anonymise it.
Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children without appropriate parental consent.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes through our website or direct communication.
September 18, 2025
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: