Cookie Policy

What Are Cookies?

Cookies are small text files stored on your device when you visit our website. They help us remember your preferences and improve your browsing experience.

We use cookies to enhance functionality, analyze traffic patterns, and personalize content to better serve your financial planning needs.

How We Use Cookies

We categorize our cookies into four types, each serving different purposes:

Necessary Cookies

Essential for website functionality and security. These cannot be disabled without affecting site performance.

Functional Cookies

Enhance user experience by remembering your preferences and settings.

Analytics Cookies

Help us understand how visitors use our website to improve content and functionality.

Marketing Cookies

Used to deliver relevant advertisements and track marketing campaign effectiveness.

Third-Party Cookies

Some features on our website use services from third-party providers who may set their own cookies:

• Google Analytics for website traffic analysis
• YouTube for embedded financial education videos
• LinkedIn for professional networking integration

Your Rights and Choices

As a user, you have various rights regarding how we use cookies and process your data:

General Data Protection Rights

Under Australian Privacy Principles, you have the right to:

• Access your personal information and understand how it's used
• Request correction of inaccurate or incomplete data
• Object to processing of your data for direct marketing purposes

Consumer Protection Rights

Australian Consumer Law provides additional protections:

• Right to know what personal information is collected
• Right to request deletion of personal information
• Right to opt-out of sale of personal information

Privacy Protection Rights

Under privacy legislation, you can:

• Withdraw consent for data processing at any time
• Request data portability in a structured format
• Lodge complaints with privacy authorities

Managing Cookie Preferences

You can control cookies through various methods:

Browser Settings

Most browsers allow you to manage cookies through their settings menu:

• Chrome: Settings > Privacy and Security > Cookies
• Firefox: Options > Privacy & Security > Cookies
• Safari: Preferences > Privacy > Manage Website Data
• Edge: Settings > Site permissions > Cookies

Opt-Out Options

You can opt out of specific tracking services through their respective opt-out mechanisms or by using our cookie preference center.

Impact of Disabling Cookies

Disabling certain cookies may affect website functionality, including login capabilities, personalized content, and analytics tracking.

Do Not Track

We respect browser Do Not Track signals and will not track users who have enabled this setting.

Policy Updates

This cookie policy may be updated to reflect changes in our practices or legal requirements. Check this page regularly for updates.

Contact Us

For questions about our cookie practices or to exercise your rights, contact us: