Privacy policy overview
Our commitment to handling your information with care and transparency
Introduction to this policy
This policy sets out how we collect, use, and protect personal information in compliance with the Australian Privacy Act and other relevant regulations. We value your privacy and ensure your information is handled securely.
By using our site and engaging our services, you accept the practices outlined in this policy. Updates may be made periodically, with revised content noted accordingly for your review.
Collecting your information
We collect data to better understand your needs and provide suitable financial recommendations. Information is obtained directly from you and by automated means such as cookies.
Directly provided information
- • Submitted through online forms for consultations or contact
- • Information shared verbally during advisor sessions
- • Details provided through email communications
- • Information required to confirm identity or eligibility
- • Documents provided to verify circumstance
Automatically collected data
- • Browser details like device type and software version
- • Usage and session activity, such as time on page
- • Analytical cookie data for service improvements
- • Location or regional settings linked to session
- • Technical logs for security monitoring
How we use your information
Collected data helps us personalise consultations, meet legal obligations, protect your privacy, and analyse service quality.
- • Arranging and delivering your consultations
- • Verifying your identity if necessary
- • Communicating follow-ups or client service notes
- • Improving quality through usage analytics
- • Complying with legal and regulatory requirements
- • Security monitoring and threat prevention
- • Personalising service delivery and recommendations
Data confidentiality: All client information is held securely and accessed only by authorised personnel. We do not sell or share data except where required by law or with your express consent.
Sharing information
Your data is only shared with third parties if legally required or necessary for service delivery, always respecting confidentiality agreements and Australian law.
Engaging service providers
We partner with technology and support vendors to operate our website and deliver consultations, ensuring all providers meet our data protection expectations.
Legal obligations and requests
We may release information if mandated by court order, regulation, or government authority for compliance.
Anonymous analytics use
Aggregated data is used for statistics and quality review but does not include personal details.
Your rights and options
You can request to view, amend, restrict, or delete your personal information at any time. We will respond according to Australian privacy legislation and guidance.
- • Right to access your records
- • Right to request correction
- • Right to request erasure
- • Right to data portability
- • Right to object to certain uses
- • Right to restrict some processing
For questions about your rights or to make a request, please contact our privacy officer through the details below.
Security of your information
We protect your personal data with a combination of technical and organisational security measures, minimising the risk of misuse or unauthorised access.
Technical safeguards used
- • Encryption for data in transit and at rest
- • Firewall and intrusion detection systems
- • Secure authentication and device controls
- • Regular security auditing and updates
Organisational controls
- • Restricted access for authorised personnel
- • Mandatory privacy and training policies
- • Pre-hire background checks for staff
- • Incident response protocols maintained
How long we keep information
Personal data is retained only for as long as required by law or to provide and improve our services, then deleted or anonymised.
- • Client account records held as permitted by law
- • Interaction logs stored for analysis
- • Correspondence retained for client support
- • Any fee-related data secured thoroughly
- • Minimal marketing data collection applies
We periodically review and securely delete records no longer needed.
Transfers outside Australia
Personal data is stored within Australia when possible. If transfer abroad is required, we ensure suitable safeguards and meet regulatory standards.
- • Provider agreements with strict data controls
- • Use of approved data transfer protocols
- • Transfer only for necessary service functions
- • Client consent obtained as needed
Cookies and similar tools
We use cookies to enhance the site’s functionality, analyse use, and remember your preferences. You can manage usage in your browser settings at any time.
Types of cookies used
- • Required for core website operation
- • Analyse visitor use for improvements
- • Enable settings based on preferences
- • Assist in additional site features
Disable cookies in browser settings to decline non-essential cookies.
Policy changes and notices
This notice is reviewed regularly. All future changes will be published here, with the date updated as needed for your reference.
- • Updates posted to this site
- • Notices visible on relevant service pages
- • Contact via provided details where applicable
- • Review date stamped at end of policy
Continuing to use our services means acceptance of updated policies.
Contact for privacy questions
For questions, concerns, or to make a privacy request, reach our privacy team by email or phone below.
clarionthas
Suite 903 / 241 Adelaide Street, Brisbane, QLD 4000 Australia
Phone: +61880148863
Email: content@clarionthas.com
Last reviewed October 24, 2025
Policy applies from October 24, 2025