Privacy Policy Statement Summary
Your information is handled securely and with transparency for your confidence.
Introduction to Our Policy
We are committed to protecting your personal information and maintaining strict standards of confidentiality. This Privacy Policy explains how we collect, use, and safeguard your details in accordance with Australian law.
It outlines the type of data we may process, your rights, our responsibilities, and how you can contact us about privacy concerns. By using our services, you acknowledge our approach to data protection.
Data We May Collect
We collect only information that is relevant for providing consultation and improving our services, always with your explicit consent.
Information Provided Directly
- • Enquiry details submitted via our contact forms online.
- • Name and contact details such as phone and email address.
- • Details you share in a consultation or feedback discussion.
- • Your preferences and interests regarding financial planning.
- • Relevant communication or correspondence history.
Automatically Collected Information
- • Technical data like browser type and device details.
- • Pages you visit or resources you access on our site.
- • Session duration, timing, and access frequency.
- • Referring site URLs or interaction paths.
- • Non-identifiable analytic or usage statistics.
How Your Data Is Used
We use your information only for consultation delivery, service enhancement, and communication purposes.
- • Responding to enquiries promptly and professionally.
- • Providing tailored recommendations based on your needs.
- • Improving our services through aggregated analysis.
- • Ensuring service quality and client satisfaction.
- • Notifying clients of updates or relevant changes.
- • Compliance with applicable legal and regulatory obligations.
- • Protecting your information from unauthorised disclosure.
Our Commitment: Information is processed confidentially and only retained as necessary for legitimate business or legal reasons.
When We Share Data
We disclose information only as required by law, to service partners for essential functions, or for regulatory purposes.
Service Partners and Processors
Partners entrusted with your data are contractually obligated to respect strict confidentiality and security requirements.
Legal Responsibilities
We may share data when mandated by government authorities or regulatory demands.
Aggregate and Statistical Use
De-identified data is used for reporting and service enhancement purposes.
Your Privacy Rights
You are entitled to access, correct, restrict, or object to how your data is handled under law.
- • You may request access to all data we hold about you.
- • You can demand corrections to inaccurate information.
- • You may request removal of your data in some situations.
- • Request a copy of your data in a portable format.
- • Object to or restrict processing for certain uses.
- • Request the limitation of certain processing activities.
For any privacy concerns or rights requests, contact us directly and we will respond promptly in line with legal guidelines.
How We Keep Data Secure
We enforce technical safeguards, access controls, and ongoing security checks for your data protection.
Technical Safeguards We Use
- • Secure data transmission via encrypted connections.
- • Firewalls and advanced threat detection protocols.
- • Regular system security updates and monitoring.
- • Intrusion detection and prevention systems.
Organisational Measures
- • Staff training on privacy policies and practices.
- • Access limited to authorised employees only.
- • Ongoing reviews of privacy procedures.
- • Confidentiality agreements with all staff.
How Long Data Is Kept
We retain your details only for as long as is strictly necessary or as required by law.
- • User account data: retained as long as active.
- • Client allocation records: as required by law only.
- • Messages/email: retained for service management.
- • No sensitive bank information is stored.
- • Opt-in only: communications by your request.
We actively review records and remove what is no longer required by our policies.
Transferring Data Overseas
If data must cross Australian borders, it is only with equivalent security or privacy controls enforced.
- • Partner processing in secure trusted regions only.
- • All international partners are vetted for compliance.
- • Transfers documented and approval required.
- • Client notified where transfers are significant.
Cookies and Website Tracking
We use cookies only to maintain site functionality, analyse use, and improve client experience.
What Types of Cookies We Use
- • Enable necessary basic features for user access.
- • Gather anonymised insights to improve site effectiveness.
- • Record preferences to improve experience.
- • Support user requests for customisation.
You may manage or block cookies at any time via browser settings.
Policy Updates and Changes
We will update our Privacy Policy if practices change and notify you as required.
- • Website banners for significant updates.
- • Direct email for affected users.
- • Updated effective date display on site.
- • Posting latest version on this page.
Continued use of the site means acceptance of updated terms.
How to Contact Us About Privacy
For privacy questions or rights requests, please reach out using the form or contact details below.
dynaliphoraq
Level 21, 345 Queen Street, Brisbane, QLD 4000 Australia
Phone: +61-7-1608-8799
Email: content@dynaliphoraq.com
Policy last updated 3 November 2025.
Effective from 3 November 2025.