Who we are
Quantum Paraplanning provides paraplanning and related support services to financial advisers and financial planning practices throughout Australia.
Our website is https://quantumparaplanning.com.au.
For information about how Quantum collects, uses, stores and protects personal information, please refer to our Privacy Policy.
Comments
Quantum Paraplanning does not currently provide a facility for visitors to post public comments on our website.
Information submitted through our contact forms or other website functions is handled in accordance with our Privacy Policy and may be processed by approved security services for spam, fraud and malicious activity detection.
Media
If images or other media are uploaded to the Quantum Paraplanning website, they should not contain unnecessary personal, confidential or sensitive information.
Images should not contain embedded location information, such as GPS data stored within EXIF metadata, unless there is a legitimate business reason for retaining that information. Visitors may be able to download images published on the website and extract embedded metadata.
Quantum staff and contractors must only upload website content through approved systems and must ensure that client information, identification documents, financial information, health information, Tax File Numbers or other confidential material is not published or uploaded to the public website.
Cookies
Our website may use essential cookies and similar technologies necessary for the website to operate securely and correctly.
When you use our Contact Us form, our website or approved service providers may use cookies or similar technologies to help maintain website security, prevent spam and malicious activity, and ensure the form operates correctly.
We do not use cookies to store sensitive financial, health or client information submitted through the Contact Us form.
You can control or disable cookies through your browser settings. Disabling essential cookies may affect the operation of some website functions.
Who we share your data with
Quantum Paraplanning does not sell or rent personal information collected through our website.
Information submitted through our Contact Us form may be shared with approved service providers where reasonably necessary to operate, secure and support our website and business systems. This may include website hosting, email, information technology, cyber-security, spam detection and related service providers.
We may also disclose information where required or authorised by law.
Any personal information received through our website is handled in accordance with Quantum Paraplanning’s Privacy Policy and applicable privacy requirements.
How long we retain your data
Personal information submitted through our Contact Us form is retained only for as long as reasonably necessary to respond to your enquiry, manage our business relationship and meet applicable legal, regulatory, contractual or recordkeeping requirements.
Retention periods may vary depending on the nature of the enquiry and whether it results in an ongoing business relationship.
When personal information is no longer required and there is no legal, regulatory, contractual or other legitimate requirement to retain it, Quantum Paraplanning will take reasonable steps to securely destroy or de-identify the information in accordance with our Privacy Policy and internal retention and disposal procedures.
What rights you have over your data
You may request access to personal information that Quantum Paraplanning holds about you and ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.
You may also ask us to delete or de-identify personal information where it is no longer required. In some circumstances, we may need to retain information to meet legal, regulatory, contractual, security or recordkeeping requirements.
To make a request, please contact Quantum Paraplanning using the contact details provided in our Privacy Policy. We may need to verify your identity before providing access to, correcting or deleting personal information.
Where your data is sent
Personal information submitted through our Contact Us form may be processed using Quantum Paraplanning’s approved website hosting, email, information technology, cyber-security and spam-detection services where necessary to securely receive and respond to your enquiry.
Some service providers may process or access information from locations outside Australia. Where applicable, Quantum Paraplanning takes reasonable steps to manage overseas disclosures in accordance with our Privacy Policy and applicable privacy requirements.
We do not sell personal information collected through our website.