Privacy Policy

Your Privacy Matters

Welcome to the privacy policy for sorentiqvalo. This document explains how we collect, use, and protect your personal information when you use our financial planning subscription services

We're committed to protecting your privacy and being transparent about our data practices

Information We Collect

We collect several types of information to provide and improve our financial planning services

• • Contact information including name, email address, phone number, and mailing address
• • Financial information you choose to share during consultations and planning sessions
• • Account information including subscription details and payment information
• • Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

We use your personal information for several important purposes related to our financial planning services

• • Providing personalized financial planning consultations and ongoing support
• • Processing subscription payments and managing your account
• • Communicating with you about our services, updates, and relevant financial information
• • Improving our website functionality and user experience
• • Complying with legal obligations and protecting our legitimate business interests

Legal Basis for Processing

Under Australian privacy laws, we process your personal information based on several legal grounds

Primary Legal Basis: We process your data based on your consent and our legitimate interest in providing financial planning services

How We Share Your Information

We may share your personal information in limited circumstances to provide our services and comply with legal requirements

• • With service providers who help us operate our website and deliver our services
• • When required by law, legal process, or government authorities
• • To protect our rights, property, or safety, or that of our users
• • With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. When information is no longer needed, we securely delete or anonymize it

Your Privacy Rights

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

• • Right to access the personal information we hold about you
• • Right to correct inaccurate or incomplete personal information
• • Right to request deletion of your personal information in certain circumstances
• • Right to restrict how we process your personal information
• • Right to receive your personal information in a portable format
• • Right to object to certain types of data processing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and understand how you interact with our services

For detailed information about our cookie practices, please review our Cookie Policy Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites that are not controlled by us. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies

Children's Privacy

Our financial planning services are intended for adults. We do not knowingly collect personal information from children under 16 years of age

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 email or website notices

Contact Information

If you have questions about this privacy policy or our data practices, please contact us using the information provided in our contact section