Privacy Policy

Last updated: November 20, 2025

Contact Information

Meridian Slate

88 Phillip Street, Level 14

Sydney NSW 2000, Australia

Phone: +61 2 8376 4129

Email: [email protected]

Our Commitment to Your Privacy

At Meridian Slate, we understand that when you're considering financial analysis services, you're entrusting us with sensitive information about your circumstances. This privacy policy explains how we collect, use, protect, and handle your personal data when you interact with our website and services.

We believe in transparency about our data practices and are committed to protecting your privacy. This policy outlines your rights regarding your personal information and explains the measures we take to keep your data secure.

Information We Collect

Information You Provide Directly

When you use our contact forms or communicate with us, you may provide personal information including your name, email address, phone number, and details about your financial situation or inquiry. This information is provided voluntarily when you choose to reach out to us about our services.

If you engage our services, we may collect additional information necessary to provide financial analysis, including details about your income, assets, financial goals, and specific circumstances relevant to the analysis you've requested.

Automatically Collected Information

When you visit our website, we automatically collect certain technical information through cookies and similar technologies. This includes your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits.

We use analytics services to understand how visitors interact with our website. These services may collect information about your browsing patterns, including which pages you visit, how long you spend on each page, and what links you click.

Legal Basis for Processing

We process your personal data based on several legal grounds. When you request our services or contact us, we process data based on our legitimate interest in responding to inquiries and providing requested information. If you become a client, we process data based on the contractual relationship between us. For marketing communications, we rely on your consent, which you can withdraw at any time.

Data Retention Periods

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected. Contact form inquiries are typically retained for twelve months unless you become a client. Client data is retained for seven years following the completion of services to comply with professional obligations and potential legal requirements. Technical data from website visits is retained for a maximum of twenty-six months.

How We Use Your Information

Providing Services

We use your information to respond to your inquiries, provide the financial analysis services you've requested, communicate with you about your engagement, and deliver the analytical reports and recommendations that form the core of our services.

Website Improvement

Technical data helps us understand how visitors use our website, which pages are most helpful, and where we can improve the user experience. This information allows us to enhance our content and make our services more accessible and useful.

Marketing Communications

With your consent, we may send you information about our services, updates to our offerings, or content we believe may be relevant to your interests. You can opt out of marketing communications at any time through the unsubscribe link in our emails or by contacting us directly.

Analytics and Research

We analyze aggregated, de-identified data to understand trends in financial concerns, improve our service offerings, and develop resources that address common questions. This analysis never includes personally identifiable information.

Data Sharing and Third Parties

We do not sell your personal information to third parties. We share your information only in the limited circumstances described below, and we require any third parties who process data on our behalf to maintain appropriate security measures and use your data only for the purposes we specify.

We may share information with service providers who assist us in operating our website, such as web hosting services, email delivery platforms, and analytics providers. These providers have access only to the information necessary to perform their specific functions and are contractually obligated to protect your data.

In some cases, we may need to share information with professional advisors such as lawyers, accountants, or consultants who assist us in providing services to you. These professionals are bound by confidentiality obligations.

We may disclose your information if required by law, in response to valid legal processes, to protect our rights or property, or if we believe disclosure is necessary to prevent harm or illegal activity.

How We Protect Your Data

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include secure socket layer encryption for data transmission, restricted access to personal information on a need-to-know basis, regular security assessments, and secure data storage practices.

Our team members who have access to personal information receive training on data protection practices and are bound by confidentiality obligations. We maintain physical, electronic, and procedural safeguards that comply with applicable regulations.

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but remain committed to using industry-standard practices to protect your data.

Your Privacy Rights

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Right to Access:

You can request information about what personal data we hold about you and obtain a copy of that data.

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Right to Rectification:

If your personal information is inaccurate or incomplete, you have the right to request that we correct or update it.

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Right to Erasure:

You can request that we delete your personal data, subject to certain legal obligations that may require us to retain some information.

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Right to Data Portability:

You have the right to receive your personal data in a structured, commonly used format and to transmit that data to another service provider.

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Right to Object:

You can object to our processing of your personal data for marketing purposes or based on legitimate interests.

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Right to Withdraw Consent:

Where we process data based on your consent, you can withdraw that consent at any time.

To exercise any of these rights, please contact us using the information provided at the top of this page. We will respond to your request within thirty days and may need to verify your identity before processing certain requests.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:

We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided on our Contact page. We will process your request promptly and confirm once the deletion is complete.

Children's Privacy

Our services are intended for adults seeking financial analysis. We do not knowingly collect personal information from individuals under the age of eighteen. If you believe we have inadvertently collected information from a minor, please contact us immediately so we can delete that information.

International Data Transfers

While we are based in Australia, some of our service providers may be located in other countries. When we transfer personal data internationally, we ensure appropriate safeguards are in place to protect your information in accordance with applicable privacy laws.

These safeguards may include standard contractual clauses approved by regulatory authorities, ensuring that your data receives protection equivalent to what is required under Australian privacy law.

Changes to This Privacy Policy

We may update this privacy policy from time to time to reflect changes in our practices, legal requirements, or service offerings. When we make material changes, we will update the "Last updated" date at the top of this policy and, where appropriate, notify you through email or a prominent notice on our website.

We encourage you to review this policy periodically to stay informed about how we protect your information. Your continued use of our website and services after changes are posted constitutes your acceptance of the updated policy.

Questions About This Policy?

If you have questions about this privacy policy, our data practices, or wish to exercise your privacy rights, please contact us using the information provided at the top of this page.

We aim to respond to all privacy-related inquiries within thirty days and will work with you to address any concerns about how we handle your personal information.