Privacy Policy

Last updated: January 15, 2025

Overview

At dalimorvexa, we understand that your financial data deserves the highest level of protection. This privacy policy explains how we collect, use, and safeguard your information when you engage with our financial modeling services.

We operate under Australian privacy laws, including the Privacy Act 1988 and the Australian Privacy Principles (APPs). Your trust matters to us, and we're committed to being transparent about our data practices.

Information We Collect

Personal Information

When you engage with our financial modeling services, we collect information that helps us provide tailored solutions:

Contact details including name, email, phone number, and business address
Professional information such as job title, company name, and industry sector
Financial data relevant to your modeling requirements
Communication records from our interactions with you
Technical information from your use of our website and services

Sensitive Information

We may collect sensitive financial information only when necessary for our services and with your explicit consent. This includes business financial statements, projections, and strategic planning data.

How We Use Your Information

Service Delivery: We use your information to create accurate financial models, provide consulting services, and deliver the solutions you've requested.

Communication: Your contact information helps us respond to inquiries, provide updates on your projects, and maintain our professional relationship.

Legal Compliance: We process certain data to meet our obligations under Australian financial services regulations and tax requirements.

Service Improvement: Anonymous, aggregated data helps us enhance our methodologies and develop better financial modeling approaches.

Your Rights Under Australian Privacy Law

Access Your Data

You can request access to the personal information we hold about you. We'll provide this within 30 days of your request.

Correct Inaccuracies

If you find errors in your personal information, we'll correct them promptly at no charge to you.

Data Portability

Where technically feasible, we can provide your data in a structured, commonly used format for transfer to another service provider.

Restrict Processing

You can ask us to limit how we use your information in certain circumstances, though this may affect our ability to provide services.

Data Security Measures

We implement comprehensive security measures to protect your financial information:

256-bit Encryption Secure File Transfer Access Controls Regular Security Audits Staff Training Incident Response

Our team undergoes regular training on privacy best practices, and we maintain strict access controls. Only authorized personnel who need access to complete your financial modeling work can view your data.

Data Sharing and Third Parties

We don't sell your personal information to anyone. However, we may share your data in these specific circumstances:

With trusted service providers who help us deliver our financial modeling services (under strict confidentiality agreements)
When required by Australian law or court order
With your explicit consent for specific business purposes
In the event of a business merger or acquisition (with advance notice to you)

Any third parties we work with must meet our privacy and security standards. We conduct due diligence on all partners and require them to protect your information to the same standards we maintain.

Data Retention

Our Retention Schedule

Project Files: Retained for 7 years after project completion (Australian taxation requirements)

Contact Information: Maintained while you remain an active client, plus 3 years

Communication Records: Kept for 5 years for quality assurance and reference

Marketing Data: Retained until you opt out or request deletion

When retention periods expire, we securely delete your information using industry-standard data destruction methods. You can request earlier deletion, though we may need to retain some information for legal compliance.

International Data Transfers

Your data is primarily stored and processed in Australia. If we need to transfer information overseas for specific services (such as cloud storage backup), we ensure adequate protection through:

Contractual agreements that mirror Australian privacy protections
Transfers only to countries with adequate privacy laws
Your explicit consent for any transfers outside these parameters

Website and Cookies

Our website uses essential cookies for functionality and analytics cookies to understand how visitors use our site. You can control cookie settings through your browser preferences.

We also collect standard web analytics data to improve our service delivery and understand which resources are most valuable to our clients.

Changes to This Policy

We review this privacy policy annually and update it when our practices change or new regulations take effect. We'll notify you of significant changes via email or prominent website notice.

Minor updates (like clarifications or contact information changes) will be posted here with an updated revision date.

Privacy Questions and Contacts

If you have questions about this privacy policy or want to exercise your privacy rights, please contact us:

Privacy Officer
dalimorvexa Financial Modeling
1 Fostel St, Queanbeyan ACT 2620, Australia

Email: info@dalimorvexa.com
Phone: +61894523264

We aim to respond to all privacy inquiries within 5 business days. For complex requests, we may need up to 30 days and will keep you updated on our progress.

If you're not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.