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GDPR Compliance

Last Updated: May 11, 2026

Introduction

Although Valor Mansion is an Australian-based company primarily serving Australian residents, we recognize the importance of the European Union's General Data Protection Regulation (GDPR) and are committed to protecting the data rights of all individuals, including EU residents who may interact with our services.

Legal Basis for Processing

When we process personal data of EU residents, we do so under one or more of the following legal bases:

  • Consent: You have given clear consent for us to process your personal data for specific purposes
  • Contract: Processing is necessary to fulfill our contractual obligations to provide financial advisory services
  • Legal Obligation: Processing is required to comply with applicable laws and regulations
  • Legitimate Interests: Processing is necessary for our legitimate business interests, provided these do not override your fundamental rights

Your Rights Under GDPR

If you are an EU resident, you have the following rights regarding your personal data:

Right to Access

You have the right to request a copy of the personal data we hold about you, along with information about how we use it.

Right to Rectification

You can request that we correct inaccurate personal data or complete incomplete data.

Right to Erasure

You may request deletion of your personal data in certain circumstances, subject to legal retention obligations.

Right to Restrict Processing

You can ask us to suspend processing of your personal data in specific situations.

Right to Data Portability

You have the right to receive your personal data in a structured, commonly used, machine-readable format and to transmit that data to another controller.

Right to Object

You may object to processing of your personal data based on legitimate interests or for direct marketing purposes.

Rights Related to Automated Decision-Making

You have the right not to be subject to decisions based solely on automated processing that produce legal or similarly significant effects.

Data Protection Officer

For GDPR-related inquiries, you may contact our Data Protection Officer:

Email: [email protected]
Address: Level 14, 127 Creek Street, Brisbane QLD 4000, Australia

International Data Transfers

As an Australian company, your data is primarily stored and processed in Australia. If we transfer data outside the EU/EEA, we ensure appropriate safeguards are in place, such as:

  • Standard Contractual Clauses approved by the European Commission
  • Ensuring the recipient country has been deemed to provide adequate protection
  • Obtaining your explicit consent for the transfer

Data Retention

We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements. Financial advisory records are typically retained for seven years in compliance with Australian financial services regulations.

Security Measures

We implement appropriate technical and organizational measures to ensure a level of security appropriate to the risk, including:

  • Encryption of data in transit and at rest
  • Regular security assessments
  • Access controls and authentication procedures
  • Staff training on data protection
  • Incident response procedures

Data Breach Notification

In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify you and the relevant supervisory authority within 72 hours of becoming aware of the breach, in accordance with GDPR requirements.

Exercising Your Rights

To exercise any of your GDPR rights, please contact us at:

Email: [email protected]
Subject Line: GDPR Rights Request

We will respond to your request within one month. In complex cases, we may extend this period by two additional months and will inform you of any such extension.

Right to Lodge a Complaint

If you believe we have not complied with GDPR requirements, you have the right to lodge a complaint with a supervisory authority, particularly in the EU member state where you reside, work, or where an alleged infringement occurred.

Children's Privacy

Our services are not directed at children under 16 years of age. We do not knowingly collect personal data from children without parental consent.

Updates to This Policy

We may update this GDPR compliance statement periodically. Significant changes will be communicated through our website with an updated "Last Updated" date.

Contact Information

For any questions regarding GDPR compliance or data protection, please contact:

Valor Mansion
Level 14, 127 Creek Street
Brisbane QLD 4000, Australia
Email: [email protected]

Valor Mansion

Expert retirement planning for Australians who want certainty, not guesswork.

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