Privacy Policy

At velanoriquez, we're committed to protecting your personal information and being transparent about how we collect, use, and safeguard your data. This Privacy Policy explains our practices and your rights regarding your personal information.

Last updated: September 10, 2025

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services:

  • Contact details including name, email address, phone number, and mailing address
  • Financial information relevant to planning consultations, such as income ranges and financial goals
  • Communication preferences and records of our interactions with you

How We Use Your Information

We use your personal information for the following purposes:

  • Providing financial planning consultations and ongoing support services
  • Communicating with you about appointments, service updates, and relevant financial insights
  • Improving our services based on feedback and usage patterns
  • Meeting legal and regulatory requirements for financial service providers

Legal Basis for Processing

Under Australian privacy law, we process your personal information based on:

We process your data on the basis of consent and legitimate business interests in providing financial planning services.

How We Protect Your Information

We implement comprehensive security measures to protect your personal information:

Technical Safeguards

Encrypted data transmission, secure servers, and regular security audits to protect against unauthorized access and data breaches.

Administrative Controls

Limited access to personal information on a need-to-know basis, staff training on privacy practices, and clear data handling procedures.

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information:

  • Access your personal information and request corrections if it's inaccurate or incomplete
  • Request deletion of your personal information, subject to legal retention requirements
  • Opt out of marketing communications while continuing to receive service-related messages
  • Lodge a complaint with the Office of the Australian Information Commissioner if you believe we've mishandled your information

Cookies and Tracking

We use cookies and similar technologies to improve website functionality and analyze usage patterns. Most cookies are not linked to personally identifiable information.

For detailed information about our use of cookies, please see our Cookie Policy. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and meet legal requirements. Financial records may be retained for seven years as required by Australian regulations, while marketing information is typically deleted within three years of your last interaction.

Information Sharing

We do not sell your personal information to third parties. We may share information with trusted service providers who help us operate our business, such as cloud hosting providers and communication platforms, but only under strict confidentiality agreements.

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age.

18+ only

Privacy Policy Updates

We may update this Privacy Policy to reflect changes in our practices or applicable laws. We'll notify you of significant changes via email or prominent website notice.

Contact Us About Privacy

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at contact@velanoriquez.com or +61 149-626-771.

Company Name: velanoriquez

Address: 123 Collins Street, Melbourne VIC 3000

Email: contact@velanoriquez.com

Phone: +61 149-626-771