Privacy Policy

How soreviaquint protects and manages your personal information

This Privacy Policy is effective as of January 15, 2025

Introduction and Our Commitment

soreviaquint is committed to protecting your privacy and ensuring the security of your personal information. As a leading finances platform specializing in budget analysis, we understand the sensitive nature of financial data and take comprehensive measures to safeguard your information in accordance with Australian Privacy Principles and applicable data protection laws.

This policy explains how we collect, use, store, and protect information when you use our services at soreviaquint.com or interact with our budget analysis tools and educational resources.

Information We Collect

We collect various types of information to provide you with personalized budget analysis services and improve your financial planning experience:

Information Type Examples Collection Method
Personal Identifiers Name, email address, phone number, postal address Account registration, contact forms
Financial Information Income data, expense categories, budget goals, spending patterns Budget analysis tools, financial assessments
Technical Data IP address, browser type, device information, usage analytics Automatic collection via cookies and tracking technologies
Communication Records Support inquiries, feedback, survey responses Direct communication with our team

How We Use Your Information

Your information helps us deliver personalized financial guidance and maintain our service quality. We use collected data for several specific purposes:

  • Providing budget analysis services and generating personalized financial insights
  • Creating custom reports and recommendations based on your spending patterns
  • Communicating important updates about your account and our services
  • Improving our platform features and developing new financial tools
  • Ensuring platform security and preventing fraudulent activities
  • Complying with legal obligations and regulatory requirements in Australia
  • Providing customer support and resolving technical issues

Important: We never sell your personal information to third parties or use your financial data for marketing purposes beyond our own service improvements. Your budget information remains confidential and is used solely to provide you with better financial analysis.

Data Sharing and Third-Party Relationships

We maintain strict control over your information and only share data when necessary to provide our services or comply with legal requirements. Our sharing practices include:

Service Providers: We work with carefully vetted technology partners who help us deliver our budget analysis platform. These providers include cloud hosting services, payment processors, and email communication platforms. All service providers are bound by strict confidentiality agreements and can only use your data for specified purposes.

Legal Compliance: We may disclose information when required by Australian law, court orders, or government regulations. This includes cooperation with tax authorities, financial regulators, or law enforcement agencies when legally mandated.

Business Transfers: In the unlikely event of a merger, acquisition, or sale of our company, your information may be transferred to the new entity. We would notify you of any such change and ensure continued protection of your data.

Your Privacy Rights

Under Australian Privacy Principles and applicable data protection laws, you have several important rights regarding your personal information:

Access Your Data

Request a copy of all personal information we hold about you, including your financial data and usage history.

Correct Information

Update or correct any inaccurate personal information in your account or our records.

Delete Your Account

Request complete deletion of your account and associated data, subject to legal retention requirements.

Restrict Processing

Limit how we use your information while maintaining your account access for essential services.

Data Portability

Receive your data in a structured format that can be transferred to another service provider.

Withdraw Consent

Remove consent for specific data processing activities while continuing to use our core services.

To exercise any of these rights, contact our privacy team using the information provided below. We respond to all requests within 30 days and provide clear explanations of any limitations or requirements.

Data Security and Protection Measures

Protecting your financial information is our highest priority. We implement comprehensive security measures across all aspects of our platform:

Technical Safeguards: We use industry-standard encryption for data transmission and storage, including AES-256 encryption for sensitive financial data. Our servers are protected by advanced firewalls and intrusion detection systems.

Access Controls: Employee access to personal information is strictly limited based on job requirements. All team members undergo security training and sign confidentiality agreements. We maintain detailed logs of all data access activities.

Regular Security Audits: Our systems undergo quarterly security assessments by independent cybersecurity firms. We promptly address any identified vulnerabilities and continuously update our protection measures.

Incident Response: We maintain a comprehensive incident response plan and will notify affected users within 72 hours of discovering any data breach that may impact personal information.

Data Retention and Deletion

We retain your information only as long as necessary to provide services and comply with legal obligations:

  • Active account data: Retained while your account remains active and for 12 months after account closure
  • Financial records: Kept for 7 years to comply with Australian tax and financial regulations
  • Communication logs: Retained for 3 years for customer service and legal purposes
  • Technical logs: Automatically deleted after 18 months unless required for security investigations
  • Marketing preferences: Removed immediately upon unsubscribing from communications

When data reaches its retention limit, we securely delete it using industry-standard data destruction methods. You can request early deletion of your information, subject to legal retention requirements.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience and improve our services. Our cookie usage includes:

Essential Cookies: Required for basic site functionality, including login sessions and security features. These cannot be disabled without affecting core services.

Analytics Cookies: Help us understand how users interact with our platform to improve features and user experience. These are anonymized and do not track personal financial decisions.

Preference Cookies: Remember your settings and preferences to provide a personalized experience across sessions.

You can manage cookie preferences through your browser settings or our cookie preference center. Disabling certain cookies may limit some platform features.

International Data Transfers

While soreviaquint operates primarily within Australia, some of our service providers may process data internationally. When transferring data outside Australia, we ensure:

  • All transfers comply with Australian Privacy Principles and international data protection standards
  • Service providers maintain equivalent privacy protection through contractual agreements
  • Sensitive financial data remains encrypted during all international transfers
  • We maintain the ability to retrieve or delete your data regardless of storage location

Updates to This Privacy Policy

We periodically update this privacy policy to reflect changes in our practices, legal requirements, or service improvements. When significant changes occur, we will:

  • Notify users via email at least 30 days before changes take effect
  • Display prominent notices on our website during the transition period
  • Provide clear explanations of what has changed and how it affects you
  • Maintain archived versions of previous policies for reference

Continued use of our services after policy updates indicates acceptance of the new terms. If you disagree with changes, you may close your account before they take effect.

Privacy Questions and Contact Information

For privacy-related inquiries, data requests, or concerns about how we handle your information, please contact our dedicated privacy team:

soreviaquint Privacy Team
University Building
409 Hunter St, Newcastle NSW 2300
Australia

Email: info@soreviaquint.com
Phone: +61744487666
Business Hours: Monday-Friday, 9:00 AM - 5:00 PM AEST

We respond to all privacy inquiries within 5 business days and provide regular updates on complex requests requiring additional time to resolve.