Our Commitment
Solara Wealth Pty Ltd is committed to protecting your privacy and handling personal information in a careful, transparent, and secure way. This policy applies to personal information collected through our website, enquiries, meetings, emails, phone calls, and related client service activities.
Information We May Collect
The information we collect depends on how you interact with us. It may include your name, contact details, enquiry details, preferred contact method, and any information you choose to provide through our website or directly to our team.
If you become a client, we may collect additional information needed to provide financial advice and related services. This may include information about your objectives, financial position, family circumstances, superannuation, insurance, investments, income, expenses, tax position, and other matters relevant to the advice you seek.
How We Collect Information
We may collect personal information directly from you when you complete a form, contact us, meet with us, or provide documents. We may also collect information from authorised representatives, professional advisers, product providers, service providers, or other parties where you have authorised this or where it is permitted by law.
How We Use Information
We use personal information to respond to enquiries, provide and manage services, prepare and maintain advice records, communicate with you, meet legal and regulatory obligations, improve our website and services, and administer our business.
Website Cookies And Similar Technologies
Our website may use optional cookies and similar technologies to help us understand website activity and improve our website. These optional technologies only load if you choose to allow them.
Some website activity information may be processed by third-party analytics or advertising platforms. We do not use these tools to intentionally collect information you submit through contact forms, and you can decline optional cookies when the notice appears.
Disclosure Of Information
We may disclose personal information where needed to provide services, respond to your requests, work with our licensee and professional partners, comply with legal obligations, or use secure business systems and service providers. We take reasonable steps to ensure personal information is handled appropriately.
Security And Retention
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. We retain information for as long as needed for the purposes described in this policy and to meet our legal, professional, and record-keeping obligations.
Access, Correction, And Questions
You may contact us to request access to personal information we hold about you, ask us to correct information, or raise a privacy question or complaint.
Email: admin@solarawealth.com.au
Phone: 1300 767 970
Address: Suites 9-10,22/200 Kingston Road, Slacks Creek QLD 4127
Updates To This Policy
We may update this policy from time to time to reflect changes to our practices, services, or legal obligations. The current version will be available on this website.