Privacy Policy

Information We Collect

When you use our financial communication services, we gather specific information to provide effective management tools. The data we collect falls into several categories, each serving a distinct purpose in delivering our services.

Personal Identification Data

We collect basic identification details when you create an account or request information about our services:

• Full name and preferred contact methods
• Email addresses and phone numbers
• Physical address for service delivery and compliance purposes
• Date of birth for age verification requirements
• Professional role and organization details where relevant

Financial Communication Data

Since we focus on management communication within financial contexts, we process information about your communication preferences and patterns. This includes message templates you create, communication workflows you establish, and collaboration settings within your team. We don't store your actual financial transaction data – that remains with your financial institutions.

Technical Usage Information

Like most online services, we automatically collect certain technical data when you use our platform. This helps us maintain security, troubleshoot issues, and improve your experience. We gather IP addresses, browser types, device information, and timestamps of your interactions with our system. We also track which features you use most frequently to inform our development priorities.

How We Use Your Information

Every piece of data we collect serves a specific purpose in providing or improving our services. We're selective about what we gather because we know data minimization matters to our clients.

We occasionally send service updates and important notifications about changes that affect your account. You can control which non-essential communications you receive through your account preferences, though we'll still send critical security alerts and legally required notices.

Data Storage and Security

Your information lives on secure servers located within Australia, with encrypted backups maintained according to industry standards. We use multiple layers of protection including encryption during transmission, secure access controls, and regular security audits conducted by independent specialists.

Despite our precautions, no online system is completely invulnerable. If we detect any unauthorized access to client data, we'll notify affected individuals within 72 hours and report the incident to the Office of the Australian Information Commissioner as required by law.

Data Retention Periods

We keep your personal information only as long as necessary for the purposes outlined in this policy or as required by Australian law. Active account data remains accessible while you use our services. After account closure, we retain certain records for seven years to meet financial record-keeping obligations under Australian tax law.

Sharing and Disclosure

We're selective about who accesses your information. Generally, your data stays within syneralivio unless sharing serves a specific purpose you've agreed to or that's legally required.

Service Providers

We work with carefully vetted third-party providers who assist with specific operational functions. These include cloud hosting services, email delivery platforms, and payment processors. Each provider signs strict confidentiality agreements and can only use your data for the specific services they perform on our behalf.

Legal Requirements

Sometimes we must disclose information to comply with legal obligations. This might happen in response to valid court orders, subpoenas, or requests from law enforcement agencies. We'll notify you about such requests when legally permitted, giving you an opportunity to challenge them if appropriate.

Business Transfers

If syneralivio undergoes a merger, acquisition, or asset sale, your personal information might transfer to the new entity. We'll notify you before this happens and explain any choices you have regarding your data under the new ownership.

We don't sell your personal information to third parties. Period. Our business model relies on service fees, not data monetization, and that's not changing.

Your Privacy Rights

Australian privacy law grants you several rights regarding your personal information. We've built systems to make exercising these rights straightforward rather than bureaucratic.

Making a Privacy Request

To exercise any of these rights, contact us using the details at the bottom of this page. We'll verify your identity to prevent unauthorized access, then process your request. Most requests receive responses within 30 days, though complex matters might take up to 60 days with regular updates on progress.

If you're unhappy with how we handle a privacy request, you can lodge a complaint with the Office of the Australian Information Commissioner. We'd prefer to resolve concerns directly, but that option remains available if you feel it's necessary.

Cookies and Tracking

Our website uses cookies – small text files stored on your device that help us remember your preferences and analyze site usage. We use several types, each serving different purposes.

• Essential cookies that make the site function properly, including session management and security features
• Preference cookies that remember your settings like language choices and display options
• Analytics cookies that help us understand which features people use and where they encounter problems
• Performance cookies that monitor site speed and identify technical issues

You can control cookie preferences through your browser settings, though blocking essential cookies might limit site functionality. We don't use advertising cookies or share cookie data with ad networks.

Children's Privacy

Our services target professional users in financial management contexts. We don't knowingly collect information from anyone under 18, and if we discover we've inadvertently gathered such data, we delete it promptly. Parents or guardians who believe we might have information about someone underage should contact us immediately.

International Data Transfers

Your information primarily stays within Australia, but occasional transfers to overseas service providers might occur for specific technical services. When this happens, we ensure appropriate safeguards protect your data according to Australian privacy standards. These might include contractual clauses requiring overseas recipients to maintain equivalent protection levels.

Changes to This Policy

We review and update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. When we make significant changes, we'll notify active account holders by email and display a prominent notice on our website for at least 30 days.

The "Last Updated" date at the top indicates our most recent modifications. We maintain an archive of previous versions available on request if you want to review historical changes.