Privacy Policy

Last Updated: May 11, 2026

Introduction

Valor Mansion is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you engage with our retirement planning and pension advisory services.

Information We Collect

We collect personal information necessary to provide our financial services, including:

• Contact details (name, email address, postal address)
• Financial information (superannuation balances, income, assets, liabilities)
• Identification documents as required by anti-money laundering regulations
• Employment and retirement details
• Information about your financial goals and circumstances
• Website usage data through cookies and analytics

How We Collect Information

We collect information directly from you through:

• Initial consultation forms and questionnaires
• Email and phone communications
• Website contact forms
• Document submissions during the advisory process

In some cases, we may collect information from third parties such as your superannuation fund or financial institutions, but only with your consent.

How We Use Your Information

We use your personal information to:

• Provide retirement planning and pension advisory services
• Assess your financial situation and develop tailored strategies
• Communicate with you about your financial plan
• Comply with legal and regulatory obligations
• Improve our services and website functionality
• Send service updates and relevant information (with your consent)

Disclosure of Information

We do not sell, rent, or trade your personal information. We may disclose your information to:

• Financial institutions and product providers as necessary to implement recommendations
• Professional advisors (accountants, solicitors) with your consent
• Regulatory bodies and law enforcement when legally required
• Service providers who assist in our operations (IT support, document storage) under strict confidentiality agreements

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, modification, disclosure, or destruction. These measures include:

• Encrypted data transmission and storage
• Secure server infrastructure
• Regular security audits and updates
• Staff training on data protection
• Access controls limiting who can view your information

Data Retention

We retain your personal information for as long as necessary to provide our services and meet legal obligations. Financial advice records are retained for a minimum of seven years as required by Australian financial services regulations.

Your Rights

Under Australian privacy law, you have the right to:

• Access your personal information we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your information (subject to legal retention requirements)
• Withdraw consent for marketing communications
• Lodge a complaint about how we handle your information

Cookies and Website Analytics

Our website uses cookies to enhance user experience and analyze site performance. For detailed information about our cookie practices, please see our Cookies Policy.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a new "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

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

Complaints

If you believe we have breached your privacy rights, please contact us first so we can work to resolve your concerns. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.valor-mansion.com.au.