Privacy policy for subscribers

Your privacy and information security are our priorities

This policy is effective as of August 26, 2025 and may be updated periodically.

What information we collect

We collect necessary information to provide our financial planning subscription service and comply with legal requirements.

  • Contact information and identification details
  • Service usage details and preferences
  • Consultation history and session notes
  • Payment and billing information
  • Communication and support requests

We do not collect sensitive personal data beyond what is required for service delivery.

How we use your data

Your information is used to deliver planning services, manage your subscription, and ensure compliance with Australian regulations.

We also use data to improve service quality, communicate updates, and comply with legal obligations.

Your rights and choices

You may request access, correction, or deletion of your personal data at any time, subject to legal requirements.

Right to access

Request a copy of your data stored with us.

Right to correct

Request corrections to any inaccurate data.

Right to erasure

Request deletion of your data when appropriate.

Right to portability

Obtain your data in a portable format if needed.

When we share information

We only share personal data with trusted partners when necessary for service delivery.

We do not sell your data and ensure all third parties meet privacy standards.

How we protect your data

We use technical and organisational measures to safeguard your information.

Regular reviews are conducted to maintain and improve our data security.

Contact our privacy team

For questions about privacy, contact our team directly.
Address: 1 Bligh Street, Level 26, Sydney, NSW 2000 Australia
Phone: +61-8-2494-6722
Email: content@berivaltor.com