Privacy Policy

Introduction and Scope

helioxtravia respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and disclose your personal information when you interact with our business leadership and financial services.

We operate under Australian Privacy Law, including the Privacy Act 1988 and the Australian Privacy Principles (APPs). This policy applies to all personal information we collect through our website, services, and business interactions.

Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us, including:

• Contact details (name, email address, phone number, postal address)
• Business information (company name, position, industry, business size)
• Professional background and experience details
• Financial information relevant to our services (with your explicit consent)
• Communication preferences and service requirements
• Information from enquiries, consultations, and service applications

Technical Information

When you visit our website or use our digital services, we automatically collect:

• IP address and browser information
• Device type and operating system
• Website usage patterns and page interactions
• Referral sources and search terms used to find us
• Date and time of visits and session duration

How We Use Your Information

We use your personal information for legitimate business purposes, including:

• Providing business leadership consulting and financial advisory services
• Communicating about our services and responding to your enquiries
• Conducting business analysis and developing tailored recommendations
• Sending relevant industry insights and educational content (with your consent)
• Improving our services based on client feedback and needs
• Meeting legal and regulatory obligations
• Protecting our business interests and preventing fraud

We don't use your information for automated decision-making that would significantly impact you without human oversight.

Information Sharing and Disclosure

Third-Party Service Providers

We may share your information with trusted service providers who assist us in:

• IT services and data hosting (with Australian-based providers where possible)
• Professional services such as legal and accounting support
• Marketing and communication platforms for client communications
• Business analysis tools and customer relationship management

Legal Requirements

We may disclose your information when required by Australian law, court orders, or regulatory authorities. This includes compliance with taxation, anti-money laundering, and other financial regulations.

We do not sell, trade, or otherwise transfer your personal information to third parties for their marketing purposes without your explicit consent.

Your Privacy Rights

Under Australian privacy law, you have several important rights regarding your personal information:

Exercising Your Rights

To exercise any of these rights, contact us using the details provided below. We'll respond to your request within 30 days and may need to verify your identity to protect your information.

If you're not satisfied with our response, you can lodge a complaint with the Australian Information Commissioner through their website or by calling 1300 363 992.

Data Security and Protection

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Security Measures Include:

• Encrypted data transmission and secure storage systems
• Regular security assessments and system updates
• Staff training on privacy and data protection practices
• Access controls limiting who can view your information
• Secure backup procedures and disaster recovery plans

While we take reasonable steps to protect your information, no internet transmission or electronic storage method is completely secure. We cannot guarantee absolute security but will notify you promptly of any data breaches that may affect you.

Data Retention and Deletion

We keep your personal information only as long as necessary for the purposes we collected it, including:

• Client records: 7 years after our business relationship ends (as required by Australian business law)
• Marketing communications: Until you unsubscribe or request deletion
• Website analytics: 26 months from collection
• Enquiry records: 3 years from initial contact

After these periods, we securely delete or anonymize your information. Some information may be retained longer if required by law or for legitimate business purposes such as dispute resolution.

International Data Transfers

We primarily store and process your information within Australia. When we do transfer information overseas, we ensure appropriate safeguards are in place:

• Transfers only to countries with adequate privacy protections
• Contractual agreements requiring equivalent privacy standards
• Regular monitoring of overseas service providers
• Your explicit consent when required

We'll inform you about any significant changes to our international data handling practices.

Website Cookies and Tracking

Our website uses cookies and similar technologies to improve your browsing experience and understand how our site is used.

Types of Cookies We Use:

• Essential cookies for website functionality
• Analytics cookies to understand visitor behavior
• Preference cookies to remember your settings

You can control cookie settings through your browser, but disabling certain cookies may affect website functionality. We don't use cookies for targeted advertising or cross-site tracking.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make significant changes, we'll:

• Notify existing clients via email or through our client portal
• Post the updated policy on our website with the revision date
• Provide a summary of key changes where appropriate

We encourage you to review this policy periodically to stay informed about how we protect your information.