Privacy policy overview

This policy explains how urusariosa collects, uses, and protects your personal information.

Information we collect

We only collect information needed to provide our services.

• Contact details such as your name, email, phone number, and address.
• Information you provide during consultations or when subscribing.
• Usage data from your interactions with our website and communications.
• Payment details required for processing your subscription.

How information is used

Your information is used only to deliver, maintain, and improve our services.

• Managing your subscription and providing financial planning support.
• Responding to your questions, feedback, or support requests.
• Improving our website, products, and communications.
• Meeting regulatory, legal, and compliance obligations.

Legal basis for data use

We process your data only for legitimate business purposes.

urusariosa’s legal basis includes service provision, your consent, and compliance with Australian law.

Sharing information

We do not sell or rent your information.

• We may share your data with trusted service providers, only as needed to deliver our services.
• All providers must follow strict privacy standards.
• We may disclose information if required by law or regulation.

Data security

We use technical and organisational safeguards to protect your data. Despite our efforts, no method is entirely secure. Please contact us if you have concerns.

Your rights

You can request access, correction, or deletion of your personal information.

• Request access to your data and how we use it.
• Request changes to correct or update information.
• Request erasure, subject to legal requirements.
• Object to certain types of data processing.

Cookies and tracking

Cookies are used to provide and improve website functionality. You can manage your cookie preferences at any time.

Read our cookie policy Read our cookie policy

Contact privacy officer

If you have privacy questions, contact our privacy officer for assistance.

Changes to this policy

We update our privacy policy as needed. Please check this page for the latest version.