Privacy Policy & Data Protection

Our Commitment to Your Privacy

Learn more about how bastionarelo protects your personal information and respects your privacy rights throughout our professional relationship.

We believe transparent data practices build trust and help you make informed decisions about sharing information with us.

Information We Collect

We collect information necessary to provide effective financial planning services and maintain professional client relationships.

• • Contact details including name, email address, phone number, and mailing address
• • Financial information shared during consultations and planning discussions
• • Communication preferences and consultation scheduling information
• • Website usage data and interaction patterns for service improvement

How We Use Your Information

Your information helps us deliver personalized service and maintain the professional standards you expect.

• • Provide financial planning consultations and analytical reviews
• • Communicate important updates and schedule appointments
• • Improve our services based on client feedback and usage patterns
• • Comply with professional obligations and regulatory requirements
• • Protect against fraud and maintain account security

Legal Basis for Processing

We process personal information only when we have a valid legal basis under Australian privacy law.

We process your data on the basis of consent for marketing communications and legitimate interest for service delivery. = "Consent / Legitimate Interest"

When We Share Information

We limit data sharing to situations necessary for service delivery or legal compliance.

• • With professional service providers who assist in delivering our services
• • When required by law or to comply with legal processes
• • To protect our rights, property, or safety, or that of our clients
• • With your explicit consent for specific purposes

Protecting Your Information

We implement industry-standard security measures including encryption, access controls, and regular security assessments to protect your personal information from unauthorized access or misuse.

How Long We Keep Information

We retain personal information for as long as necessary to provide services, comply with professional obligations, and meet legal requirements. Most client information is retained for seven years after service completion.

Your Privacy Rights

Australian privacy law grants you several rights regarding your personal information.

• • Request access to personal information we hold about you
• • Ask us to correct inaccurate or incomplete information
• • Request deletion of your information in certain circumstances
• • Limit how we process your information
• • Receive your information in a portable format
• • Object to certain types of processing
• • Withdraw consent for processing where applicable

Cookies and Website Technology

Our website uses cookies to enhance your experience and provide personalized content.

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

Children's Privacy Protection

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 without parental consent.

International Data Transfers

We primarily store and process data within Australia. Any international transfers comply with Australian privacy law and include appropriate safeguards.

Updates to Privacy Policy

We may update this privacy policy to reflect changes in our practices or applicable law. Significant changes will be communicated to active clients via email or website notification.

Privacy Questions and Concerns

For privacy-related questions, concerns, or to exercise your rights, please contact us using the information below.