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Privacy Policy

Last updated: 19 June 2026

1. Introduction

This Privacy Policy explains how savanna-swan.com collects, uses, discloses, and protects your personal information. We are committed to protecting your privacy and handling your personal information in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).

2. Information We Collect

We may collect the following types of personal information:

  • Name and contact details (email address, postal address)
  • Financial information provided during consultations
  • Information about your financial goals and circumstances
  • Website usage data (IP address, browser type, pages visited)
  • Cookie data and preferences
  • Any other information you choose to provide to us

3. How We Collect Information

We collect personal information directly from you when you:

  • Complete enquiry forms on our website
  • Communicate with us via email
  • Attend consultations or meetings
  • Use our website (through cookies and analytics)

4. How We Use Your Information

We use your personal information for the following purposes:

  • Providing financial planning services you've requested
  • Communicating with you about our services
  • Responding to your enquiries
  • Improving our website and services
  • Complying with legal and regulatory obligations
  • Analysing website usage to enhance user experience

5. Disclosure of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service providers who assist us in operating our business (e.g., IT support, hosting services)
  • Professional advisors (lawyers, accountants) when necessary
  • Regulatory authorities when required by law

Any third parties we engage are required to protect your information in accordance with applicable privacy laws.

6. Data Security

We implement appropriate technical and organisational measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy, unless a longer retention period is required by law. When information is no longer needed, we securely delete or anonymise it.

8. Your Rights

Under Australian privacy law, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information (subject to legal obligations)
  • Withdraw consent for certain uses of your information
  • Lodge a complaint about our handling of your information

9. Cookies

Our website uses cookies to improve your browsing experience. You can control cookie preferences through your browser settings. For more information, please refer to our Cookies Policy.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

Email: [email protected]
Address: Level 12, 485 La Trobe Street, Melbourne VIC 3000, Australia

13. Complaints

If you believe we have breached your privacy rights, you may lodge a complaint with us. We will investigate your complaint and respond within a reasonable timeframe. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

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Professional financial guidance for Melbourne residents seeking clarity and confidence in their financial decisions.

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