Privacy Policy

Information We Collect

When you engage with sorquinexa's financial services, we collect information that helps us provide personalised advice and meet our regulatory obligations under Australian law. We're upfront about what we gather and why.

We only collect information that's genuinely needed for our services. You'll always know when we're gathering data and can ask questions about why specific information is required.

How We Use Your Information

Your information serves specific purposes that directly benefit your financial journey. We don't use your data for unrelated marketing or sell it to third parties.

We review our data usage annually to ensure everything we do with your information remains relevant and beneficial to our service relationship.

Data Sharing and Third Parties

We share your information only when necessary for service delivery or required by law. Here's exactly who might access your data and why.

• Financial Product Providers: Banks, insurers, and investment platforms need your details to establish accounts and process applications
• Professional Services: Accountants, lawyers, and mortgage brokers we work with to provide comprehensive advice
• Technology Partners: Secure platforms we use for document management, communication, and financial analysis
• Regulatory Bodies: ASIC, ATO, and AUSTRAC when required for compliance reporting
• Legal Obligations: Courts, law enforcement, or government agencies when legally compelled

Before sharing information with any new partner, we evaluate their privacy practices and establish agreements that protect your data to the same standards we maintain.

Your Privacy Rights

Australian Privacy Principles give you significant control over your personal information. We make exercising these rights straightforward and free of charge.

To exercise any of these rights, simply email our privacy team or call during business hours. We'll guide you through the process and explain any limitations that might apply due to regulatory requirements.

Data Security Measures

Protecting your financial information is fundamental to everything we do. We implement multiple layers of security that meet industry standards and regulatory expectations.

If we ever experience a security incident that affects your information, we'll notify you promptly and take immediate steps to minimize any impact. We also report significant breaches to relevant authorities as required by law.

Data Retention and Deletion

We keep your information only as long as needed for service delivery and legal compliance. Different types of data have different retention requirements based on Australian regulations.

When retention periods expire, we securely delete digital records and shred physical documents. You can request early deletion of non-essential information, though some records must be preserved for regulatory compliance regardless of your preferences.

International Data Transfers

Most of your information stays within Australia, but some of our technology partners operate overseas. We ensure these transfers meet Australian privacy standards and provide adequate protection.

Before transferring any data internationally, we assess the destination country's privacy laws and the recipient's data protection measures. We maintain records of all international transfers and can provide details upon request.

Cookies and Digital Tracking

Our website uses cookies and similar technologies to improve functionality and understand how visitors use our services. You control most of these through your browser settings.

We don't use advertising cookies or share tracking data with marketing companies. You can disable non-essential cookies through your browser settings without affecting our core services.

Changes to This Policy

We review this privacy policy annually and update it when we introduce new services or when privacy regulations change. Significant changes are communicated directly to active clients.

• Minor updates (like contact information changes) are posted on our website with revision dates
• Material changes affecting how we use your information require direct notification via email
• New data collection practices are explained before implementation
• Previous policy versions are available upon request for comparison

We encourage you to check this page occasionally, especially if you notice changes in how we communicate with you or deliver our services. Understanding your privacy rights helps you make informed decisions about sharing information with us.