Privacy Policy - How We Protect Your Information

Our Commitment to Your Privacy

At werolzenokelos Financial Planning, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and share your personal information when you use our website and services.

We are committed to transparency and giving you control over your personal information. Please read this policy carefully to understand our practices.

Information We Collect

We may collect the following types of information when you use our services:

  • Personal identification information (name, email address, phone number, postal address)
  • Financial information relevant to our consultations (income ranges, financial goals, current situation)
  • Technical information (IP address, browser type, device information, website usage patterns)
  • Communication records (emails, phone calls, consultation notes, correspondence)

How We Use Your Information

We use your personal information for the following purposes:

  • To provide financial planning consultations and related services
  • To communicate with you about appointments, services, and account matters
  • To improve our website, services, and user experience
  • To comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

We process your personal information based on the following legal grounds:

Content not generated: Consent / Legitimate Interest

Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in limited circumstances:

  • With service providers who assist in delivering our services (under strict confidentiality agreements)
  • When required by law, court order, or government regulation
  • To protect our rights, property, or safety, or that of our clients or others

Cookies and Tracking Technologies

We use cookies and similar technologies to improve your website experience and analyze usage patterns.

For detailed information about our use of cookies, please refer to our separate Cookie Policy.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Right to access and obtain a copy of your personal data
  • Right to rectify inaccurate or incomplete personal information
  • Right to erase your personal data under certain circumstances
  • Right to restrict or object to certain processing activities
  • Right to data portability where technically feasible

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements. Specific retention periods vary based on the type of information and applicable legal requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided personal information, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Contact Us About Privacy

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at contact@werolzenokelos.world or using the contact information provided on our website.

Email Address: contact@werolzenokelos.world

Phone Number: +61 258 248 420

Business Address: Level 12, 123 Collins Street, Melbourne VIC 3000

Last Updated: September 28, 2025