Privacy Policy

Your privacy matters to us. Here's how we protect and handle your personal information at Thinkzelithica.

Information We Collect

When you use Thinkzelithica's financial planning services, we collect information that helps us provide personalized strategic guidance. This includes personal details you provide during account setup, financial information shared during consultations, and technical data from your interactions with our platform.

  • Personal identifiers: Name, email address, phone number, and mailing address
  • Financial information: Income details, investment preferences, and financial goals
  • Technical data: IP address, browser type, device information, and usage patterns
  • Communication records: Emails, chat logs, and consultation notes
  • Preference data: Communication preferences and service customization settings

We only collect information that's necessary for providing our financial planning services and improving your experience with our platform.

How We Use Your Information

Your information serves several important purposes in delivering quality financial planning services. We analyze your financial data to create personalized strategies, communicate important updates about your accounts, and continuously improve our service offerings.

Specifically, we use collected information to develop customized financial plans, send relevant market insights and updates, process service requests and transactions, conduct security monitoring to protect your accounts, and analyze service usage to enhance our platform functionality.

We never use your personal information for purposes beyond what's necessary for our financial planning services without your explicit consent. Marketing communications are always opt-in, and you can adjust your preferences at any time.

Information Sharing and Disclosure

Thinkzelithica maintains strict controls over information sharing. We don't sell, rent, or trade your personal information to third parties for their marketing purposes. Any sharing of information occurs only under specific circumstances that directly support your financial planning needs.

  • Service providers: Trusted partners who help deliver our services (payment processors, technology providers)
  • Legal requirements: When required by law, court order, or regulatory authorities
  • Business protection: To protect our rights, property, or safety, or that of our clients
  • Consent-based sharing: With your explicit permission for specific purposes

All third-party service providers are bound by strict confidentiality agreements and are required to maintain the same level of data protection that we provide.

Data Security and Protection

We implement comprehensive security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. Our security protocols include industry-standard encryption, secure data transmission, regular security audits, and restricted access controls.

Your data is stored on secure servers with multiple layers of protection, including firewalls, intrusion detection systems, and regular security updates. We use SSL encryption for all data transmissions and employ secure authentication methods for account access.

While we maintain robust security measures, we also encourage you to protect your account by using strong passwords, logging out after sessions, and reporting any suspicious activity immediately.

Your Privacy Rights

You have significant control over your personal information and how we use it. These rights include accessing your stored information, requesting corrections to inaccurate data, limiting how we process your information, and requesting deletion of your personal data where legally permissible.

To exercise these rights, simply contact our privacy team using the information provided below. We'll respond to your request within 30 days and guide you through the process. Some requests may require identity verification to protect your information.

You can also update many preferences directly through your account dashboard, including communication preferences, data sharing settings, and account information.

Data Retention and Deletion

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically maintained for seven years after account closure, as required by Australian financial services regulations.

When information is no longer needed, we securely delete or anonymize it using industry-standard data destruction methods. You can request early deletion of certain types of information, though some data may need to be retained for regulatory compliance.

Our data retention schedule is regularly reviewed and updated to ensure we're not keeping information longer than necessary while maintaining compliance with all applicable regulations.

International Data Transfers

While Thinkzelithica primarily operates within Australia, some of our technology partners may process data internationally. When international transfers occur, we ensure appropriate safeguards are in place, including adequacy decisions, standard contractual clauses, or other approved transfer mechanisms.

All international data transfers comply with Australian Privacy Principles and are subject to the same high standards of protection as data processed domestically. We regularly review and audit our international partners to ensure continued compliance.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve your browsing experience, remember your preferences, and analyze site usage. Essential cookies are necessary for basic site functionality, while optional cookies help us understand how you interact with our platform.

You can control cookie settings through your browser preferences or our cookie management tool. Disabling certain cookies may affect some website functionality, but won't prevent you from accessing our core services.

We don't use tracking technologies for advertising purposes or share cookie data with advertising networks. Our tracking is focused solely on improving service delivery and user experience.

Updates to This Policy

We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. When significant changes occur, we'll notify you via email or through prominent notices on our website.

Minor updates, such as clarifications or contact information changes, may be made without individual notification. We encourage you to review this policy regularly to stay informed about how we protect your information.

The effective date at the bottom of this policy indicates when it was last updated. Continued use of our services after policy updates constitutes acceptance of the revised terms.

Privacy Questions or Concerns?

Contact our Privacy Officer for any questions about this policy or your personal information:

Thinkzelithica Privacy Team
12 Crellin Grove, Camberwell
Melbourne VIC 3124, Australia

Phone: +61 431 281 125
Email: [email protected]

This Privacy Policy was last updated on December 15, 2024