Privacy policy statement

This privacy policy outlines how your personal information is collected, used, and protected by calytherion in compliance with Australian law and privacy standards.

Information we collect

We collect only the data necessary to deliver our analytical review and consultation services effectively.

• Contact details, such as your name, email address, and phone number, provided via enquiry forms.
• Details you share regarding your financial holdings and objectives during consultations.
• Technical data, including your IP address, browser type, and browser settings, collected automatically.
• Other information submitted directly by you relevant to your enquiry or service request.

How we use your data

All personal data is processed lawfully, used exclusively to facilitate your requests, and improve our services.

• To schedule and conduct portfolio analysis consultations you request.
• To provide summaries of your portfolio review and respond to further enquiries.
• To communicate important updates or service changes relevant to you.
• To maintain internal records and meet all regulatory requirements.

Legal basis for processing

Data processing is based on your consent or as required to fulfil our commitments to you.

We collect information only as necessary to deliver requested services or with your explicit consent. You may withdraw consent at any time, which may affect the provision of our services.

Information sharing

Your data is not sold or disclosed except as detailed below or where legally required.

• We may share data with providers assisting us in service delivery under strict confidentiality obligations.
• Information may be provided if required by law, legal process, or regulatory authority.
• In case of business transfer or reorganisation, personal data may be transferred securely to a successor entity.

Data security

We apply reasonable technical and organisational measures to safeguard your data against accidental loss, misuse, or unauthorised access. While no system is entirely foolproof, we regularly review our security controls.

Your rights

You have rights regarding your data under Australian law, including the following:

• Request access to or correction of the personal information we hold about you.
• Withdraw consent to processing where applicable or object to certain uses of your data.
• Request deletion of your data where legally permitted and practical for us to do so.
• Complain to a privacy regulator if you have concerns not resolved by contacting us directly.

Cookies and tracking

Our website uses cookies and similar technologies for site functionality. Details are provided in our separate Cookie Policy.

View Cookie Policy View Cookie Policy

Contact us

For any privacy queries or requests about your data, please contact us using the following information.

Policy updates and changes

Updates to this privacy policy will be posted here. Please review periodically to stay informed.