Privacy and Data Security Policy

This policy explains how quinarosel collects, holds, and protects your personal information in accordance with Australian privacy laws.

Information We Collect

We only collect information you provide directly, to deliver independent portfolio consultations or respond to your queries.

• Identification data including your name and contact details for communication and documentation purposes.
• Portfolio documents submitted for review during the consultation process to enable personalised analysis.
• Records of consultative sessions and any recommendations made for your reference and our documentation.
• Technology data, such as website usage and cookies, collected to improve our service experience.

How Information is Used

Information is processed solely for providing portfolio reviews, responding to questions, and improving your experience.

• Facilitating secure and confidential consultations tailored to your requirements.
• Contacting you directly to confirm appointments or deliver requested updates about your consultation.
• Maintaining records required by Australian financial regulations and industry standards.
• Using website analytics and cookies to enhance the functionality and performance of our online services.

Legal Basis for Processing

We collect and process your information on the following lawful bases: consent and regulatory requirements.

Your consent allows us to provide portfolio reviews, while regulations require us to maintain accurate records under Australian law.

Information Sharing

Personal data is only shared where legally required or with your explicit permission.

• We may share information with legal or regulatory authorities only when required under Australian law.
• Service providers (such as IT or compliance partners) may access data only for essential operational support under strict confidentiality.
• Otherwise, your information is not disclosed to third parties or used for any unrelated purposes.

Data Security

Your information is protected via industry-standard encryption, secure data storage, and regular privacy audits. Staff are trained in data protection, and all digital and paper records are managed to safeguard against loss, misuse, or unauthorised access. We review and update practices in line with changes in legal requirements.

Your Rights

You may access or correct your information or contact us to exercise your rights under the Privacy Act.

• Request copies of your information held on file for clarification or correction.
• Withdraw consent for use of your personal data, subject to regulatory limitations.
• Request clarification on how your data is processed during reviews and consultations.
• Submit complaints or request erasure in accordance with legal rights and obligations.

Cookies and Tracking

Cookies support website functionality and allow us to analyse usage for service improvement. Cookie deletion may affect site features.

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Contact us

For privacy concerns, contact our data protection lead by phone or email. We respond to all requests promptly.

Policy Changes and Updates

We occasionally update this policy to reflect legislative or practice changes. Policy updates will be announced online and dated accordingly.