Privacy and security policies.
Our privacy policy: the plain english version.
Your privacy is a top priority for us at The Financial Boutique. This summary explains what information we collect, why we need it, and what we do (and don't do) with it.
Our Core Promise
Our fundamental promise is simple: We are committed to protecting your privacy. We will never knowingly sell your personal information to anyone. We only share it with the trusted technology partners we need to run our business and provide our services to you.
The Information We Collect
When you contact us: If you fill out a contact or booking form, we collect the details you provide (like your name, email, and phone number) so we can respond to your enquiry.
When you browse our site: We collect anonymous data about how visitors use our website (e.g., which pages are most popular). This helps us improve the site, but we can't personally identify you from this information.
How We Use Your Information
To provide our services to you.
To answer your questions and book appointments.
To send you essential "transactional" emails, like booking confirmations.
With your specific permission, to send you marketing emails or newsletters.
Your Control Over Emails
You are in complete control of your inbox.
You will automatically receive essential emails related to your direct interactions with us.
You will only receive marketing or promotional emails if you specifically ask for them (opt-in). Every marketing email we send will have a clear and easy "unsubscribe" link at the bottom.
Who We Share Information With
We only share your information with the trusted service and technology providers we need to operate:
Australian Financial Services Licensee (AFSL): Finchley & Kent Pty Ltd AFSL 555169, ABN 50 673 291 079, and has a registered office at Level 63, 25 Martin Place, Sydney NSW 2000
Paraplanning Services: Padua Solutions (Padua Financial Group Pty Ltd)
Website Hosting: Squarespace, Inc.
Client Relationship Management (CRM): DASH (DASH Technology Group Limited)
Email and Document Management: Microsoft Office 365 for Business.
Digital Signature Management: Annature.
We may also disclose information if required to do so by Australian law.
Your Rights
You have the right to ask for a copy of the information we hold about you, and you can ask us to correct it if it's wrong.
Data Security
We take all reasonable technical and procedural steps to protect your information from loss, misuse, or unauthorised access.
Questions or Concerns?
If you have any concerns about your privacy, please contact us first. If you're not satisfied with our response, you have the right to contact the Office of the Australian Information Commissioner (OAIC).
Official privacy policy.
Last Updated: 2 Novwmber 2025
1. Our Commitment to Privacy
The Financial Boutique ("we", "us", "our") is committed to protecting your privacy and handling your personal information in an open and transparent way. This Privacy Policy explains how we collect, hold, use, and disclose your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).
2. Types of Information We Collect
We collect information necessary to provide our financial advisory services and manage our website.
Personal Information: This includes your name, email address, phone number, and any other information you voluntarily provide to us through our contact forms, booking forms, or during direct communication.
Usage Data: When you visit our website, we may collect non-personally identifiable information such as your IP address, browser type, operating system, and Browse behaviour. This data is collected for statistical purposes to improve our Service.
3. How We Use Your Information
We use your information for the following purposes:
To provide our services to you, including responding to enquiries and scheduling appointments.
To communicate with you, including sending transactional emails related to your interactions with us.
For marketing purposes, but only where you have provided your express consent to receive such communications.
To maintain and improve our website and services.
To comply with our legal and regulatory obligations.
4. Disclosure of Your Information
We do not sell, rent, or trade your Personal Information. We will only disclose your information in the following circumstances:
Legal Obligations: We may disclose your information if required to do so by law, or in the good faith belief that such action is necessary to comply with a legal obligation or to protect the rights and safety of our business or the public.
Third-Party Service Providers: We engage trusted third-party companies to perform business functions on our behalf. These providers are only given access to the information necessary to perform their specific functions and are obligated to protect your information. These include:
Australian Financial Services Licensee (AFSL): Finchley & Kent Pty Ltd AFSL 555169
Paraplanning Services: Padua Solutions (Padua Financial Group Pty Ltd)
Website Hosting: Squarespace, Inc.
Client Relationship Management (CRM): DASH (DASH Technology Group Limited)
Email and Document Management: Microsoft Office 365 for Business
Digital Signature Management: Annature
5. Marketing Communications
We comply with the Spam Act 2003 (Cth). We will only send you marketing material if you have elected to receive it (opt-in). All marketing communications will contain a simple and functional way for you to unsubscribe from future communications.
6. Your Rights: Access and Correction
You have the right to request access to the personal information we hold about you and to request that it be corrected if it is inaccurate, out of date, or incomplete. To do so, please contact us using the details below.
7. Data Security
We take reasonable administrative, technical, and physical safeguards to protect your personal information from loss, theft, misuse, and unauthorised access, disclosure, alteration, and destruction.
8. Cookies
Our website uses "cookies" to enhance user experience. Cookies are small files placed on your device's hard drive. They help us analyse web traffic and user behaviour. You can choose to accept or decline cookies through your browser settings.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.
10. Contact Us & Complaints
If you have any questions, concerns, or complaints about our handling of your personal information, please contact us first so we can address the issue.
If you are not satisfied with our response, you have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC).
The Financial Boutique: our commitment to security.
At The Financial Boutique, protecting the confidentiality and integrity of your personal and financial information is a core responsibility that we take with the utmost seriousness. The trust you place in us is the foundation of our client relationships.
To formalise this commitment, we align our cybersecurity practices with the Australian Cyber Security Centre's (ACSC) Essential Eight framework.
What This Means for You
The Essential Eight is a government-recommended standard of practical, high-impact security measures designed to protect against a wide range of cyber threats. By adopting this framework, we commit to a robust, multi-layered security posture focused on three key areas:
Preventing Intrusion: We proactively implement controls to block threats before they can access our systems. This includes strictly managing the applications we use, ensuring all software is patched and updated promptly, and configuring our tools to prevent the execution of malicious code.
Limiting Impact: In the unlikely event of a security incident, we have measures in place to limit its potential reach. We enforce Multi-Factor Authentication (MFA) across our critical systems, restrict administrative privileges to only essential personnel, and ensure our operating systems are consistently updated against emerging threats.
Ensuring Resilience: We are prepared to recover quickly and effectively from any disruption. This is achieved through a rigorous and regularly tested data backup strategy, ensuring that your information is secure, available, and can be restored reliably.
Our commitment to the Essential Eight framework is an ongoing process of assessment and improvement. We regularly review our security measures to adapt to the evolving threat landscape and to ensure we are always acting as responsible custodians of your sensitive information.
Your security and peace of mind are paramount to our business.