Privacy Policy
How we collect, use, and protect your personal information
Introduction to Privacy
Welcome to seriqalthon privacy policy. We are committed to protecting your personal information and respecting your privacy rights. This policy explains how we collect, use, store, and protect information you provide when using our website or engaging our financial planning consultation services.
We operate under Australian privacy regulations including the Privacy Act and Australian Privacy Principles. This policy applies to all personal information collected through our website, consultation processes, and related communications. By using our services, you consent to the collection and use of information as described herein.
Information We Collect
We collect various types of information necessary to provide effective financial planning consultations and maintain our service operations. Collection occurs through direct interactions during consultations, website usage, form submissions, and communications with our team. The information collected falls into categories described below.
Information You Provide Directly
- • Personal identification information including name, contact details, date of birth, and identification documents required for consultation services
- • Financial information including income details, existing arrangements, obligations, assets, and financial goals shared during consultation discovery processes
- • Communication content including emails, messages, form submissions, consultation notes, and correspondence with our team members
- • Consultation preferences including scheduling information, communication preferences, service interests, and topics you wish to discuss
- • Feedback and survey responses you provide regarding our services, website functionality, or consultation experiences
Information Collected Automatically
- • Website usage data including pages visited, time spent, navigation patterns, and interaction with website features
- • Technical information including IP address, browser type, device information, operating system, and connection details
- • Cookies and tracking technologies collecting preferences, session information, and website functionality data as detailed in our Cookie Policy
- • Referral sources indicating how you discovered our website, whether through search engines, advertisements, or other channels
- • Performance data helping us understand website functionality, identify technical issues, and improve user experience
How We Use Information
Information collected serves specific purposes related to providing financial planning consultation services, improving website functionality, and maintaining communication. We use information only for legitimate purposes aligned with service delivery and your reasonable expectations. Specific uses include:
- • Providing financial planning consultations including analytical reviews, guidance sessions, and ongoing support services you request
- • Communicating with you regarding consultations, appointments, service updates, responses to inquiries, and relevant information
- • Improving our services through analysis of consultation outcomes, feedback integration, and methodology refinement
- • Maintaining website functionality, security, and user experience through technical monitoring and optimization
- • Complying with legal obligations including regulatory requirements, record-keeping mandates, and response to lawful requests
- • Protecting against fraud, unauthorized access, and misuse of services through security monitoring and verification processes
- • Conducting internal operations including record management, quality assurance, staff training, and business administration
Our Commitment: We use your information responsibly, transparently, and only for purposes you would reasonably expect given the context of collection. We do not sell personal information to third parties.
Information Sharing and Disclosure
We maintain strict controls over information sharing. Your personal information is not sold, rented, or traded to third parties. Limited sharing occurs only in specific circumstances necessary for service delivery, legal compliance, or protection of rights as described in the following sections.
Service Providers
We may share information with trusted service providers assisting in business operations, including technology providers, data storage services, and administrative support. These providers are contractually obligated to maintain confidentiality, use information only for specified purposes, and implement appropriate security measures. Service provider access is limited to information necessary for their functions.
Legal Requirements
We may disclose information when required by law, legal process, or governmental request. This includes compliance with court orders, regulatory investigations, or other lawful demands. We may also disclose information to protect our rights, property, safety, or those of others when legally permitted.
Aggregated Anonymous Data
We may share aggregated, anonymized data that cannot identify individuals for research, analysis, or reporting purposes. Such data does not contain personally identifiable information and cannot be traced back to individual users.
Your Privacy Rights
Under Australian privacy law, you have specific rights regarding personal information we hold. We respect these rights and provide mechanisms for exercising them. Your rights include those detailed below. To exercise any right, contact us using details provided in this policy.
- • Right to access personal information we hold about you, receiving copies of data subject to verification
- • Right to request correction of inaccurate or incomplete personal information we maintain in our records
- • Right to request deletion of personal information subject to legal retention requirements and legitimate business needs
- • Right to receive personal information in structured, commonly used format for transfer to another service provider
- • Right to object to processing of personal information for particular purposes where legally applicable
- • Right to request restriction of processing under certain circumstances while disputes or concerns are resolved
To exercise these rights, contact our privacy team using contact information provided in this policy. We respond to requests within timeframes required by applicable law, typically thirty days. Verification may be required to protect information security.
Information Security
We implement comprehensive security measures protecting personal information against unauthorized access, alteration, disclosure, or destruction. Security protocols include technical and organizational measures designed to maintain confidentiality, integrity, and availability of information you entrust to us. Specific measures include:
Technical Security Measures
- • Encryption of sensitive data during transmission and storage using industry-standard protocols and secure communication channels
- • Secure server infrastructure with firewalls, intrusion detection systems, and regular security monitoring protecting against cyber threats
- • Access controls limiting information access to authorized personnel requiring access for legitimate business purposes
- • Regular security updates and patches maintaining protection against emerging vulnerabilities and evolving threat landscapes
Organizational Security Measures
- • Staff training on privacy obligations, data handling procedures, and security best practices ensuring consistent protection standards
- • Confidentiality agreements binding all team members and service providers to maintain information confidentiality
- • Regular security audits and reviews assessing effectiveness of measures and identifying improvement opportunities
- • Incident response procedures enabling prompt detection, containment, and remediation of any security breaches
Data Retention
We retain personal information only as long as necessary for purposes outlined in this policy, compliance with legal obligations, resolution of disputes, and enforcement of agreements. Retention periods vary based on information type and applicable legal requirements. Specific retention periods include:
- • Consultation records and client information retained for seven years following final service provision per regulatory requirements
- • Website usage and analytical data retained for twenty-four months unless longer retention serves legitimate interests
- • Email correspondence and communications retained for three years to maintain service continuity and reference capability
- • Financial information shared during consultations retained according to regulatory requirements typically seven years minimum
- • Marketing preferences and communication history retained until you withdraw consent or request deletion
Following retention period expiration, information is securely deleted or anonymized. Some information may be retained longer when required by law or legitimate business needs.
International Data Transfers
Your information is primarily stored and processed within Australia. However, some service providers may process data outside Australia. When international transfers occur, we ensure appropriate safeguards protect information consistent with this policy and Australian privacy requirements. Safeguards include:
- • Contractual protections requiring overseas recipients to maintain security standards consistent with Australian Privacy Principles
- • Assessment of destination country privacy laws ensuring adequate protection comparable to Australian standards
- • Use of service providers in jurisdictions with recognized privacy frameworks providing equivalent protections
- • Regular monitoring of overseas service provider compliance with contractual obligations and security requirements
Cookies and Tracking
Our website uses cookies and similar tracking technologies to enhance functionality, analyze usage, and improve user experience. Cookies are small data files stored on your device when you visit our website. We use various cookie types serving different purposes. Detailed information about cookie usage appears in our Cookie Policy.
Cookie Categories
- • Essential cookies necessary for website operation, enabling core functionality like security, authentication, and basic features
- • Performance cookies collecting information about website usage patterns helping us understand and improve functionality
- • Personalization cookies remembering your preferences and settings to provide customized experience during visits
- • Functionality cookies enabling enhanced features and functionality based on your interactions and preferences
You can control cookie settings through your browser preferences. Disabling certain cookies may impact website functionality. Refer to our Cookie Policy for detailed management instructions.
Policy Changes
We may update this privacy policy periodically to reflect changes in practices, services, legal requirements, or regulatory guidance. Updates become effective upon posting to this website. We encourage periodic review of this policy to stay informed about how we protect your information. Significant changes may be communicated through:
- • Prominent notice on our website homepage directing attention to updated policy for reasonable period following changes
- • Email notification to clients with whom we have ongoing consultation relationships or active communication
- • Updates to policy timestamp indicating when changes were last made and became effective
- • Direct communication during consultations when changes materially impact services or information handling practices
Your continued use of services following policy updates constitutes acceptance of modified terms. If you disagree with changes, discontinue service use and contact us regarding information deletion.
Privacy Contact Information
For questions, concerns, or requests regarding this privacy policy or how we handle your personal information, please contact our privacy team using the contact details below. We respond to privacy inquiries promptly and work to address concerns satisfactorily.
seriqalthon
Tower 2, 201 Sussex Street, Sydney, NSW 2000 Australia
Phone: +61315794415
Email: content@seriqalthon.com
This privacy policy was last updated on September 11, 2025
This policy is effective as of September 11, 2025