Privacy Policy

September 4, 2025

Introduction

xenavoltriq is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning services and website.

Information We Collect

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

Personal Information

  • Contact details including name, email address, phone number, and postal address
  • Financial information relevant to our consultation services
  • Communication preferences and consultation history

Usage Data

We automatically collect certain information about your device and how you interact with our website, including IP address, browser type, pages visited, and time spent on our site.

How We Use Your Information

We use the information we collect for the following purposes

  • Provide and maintain our financial planning consultation services
  • Communicate with you about your account and our services
  • Improve our website and services based on user feedback
  • Comply with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds

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

Data Sharing and Disclosure

We may share your information in the following circumstances

  • With your explicit consent for specific purposes
  • To comply with legal obligations or regulatory requirements
  • With trusted service providers who assist in delivering our services

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website and gather usage analytics.

For detailed information about our cookie practices, please refer to our Cookie Policy

Data Security

We implement appropriate technical and organisational security measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure.

Your Privacy Rights

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

  • Access your personal information and request corrections
  • Request deletion of your personal information in certain circumstances
  • Withdraw consent for data processing where consent is the legal basis
  • Lodge a complaint with the Australian Privacy Commissioner
  • Request information about how your data is collected and used

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client consultation records are typically retained for seven years in accordance with Australian financial services regulations.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18 years of age.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the updated policy on our website and updating the "last updated" date.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us

Email: contact@xenavoltriq.com

Phone: +61 2 9924 0552 3

Address: 147 Collins Street, Melbourne VIC 3000