Find My Planner Pty Ltd Privacy Policy

Updated 30 September 2026

Find My Planner Pty Ltd (ABN 33 701 493 950) (we, us or our) handles personal information to operate our website, matching and support services. This policy describes how we handle consumer personal information when you use those services.

What we collect and why

A matching request contains your name, email, Australian mobile number, age band, broad location and selected quiz answers. We use this to verify phone possession, find eligible professionals, manage introductions and send request updates. When you arrive through a tagged Find My Planner campaign link, we also record its allowlisted source, channel, campaign and creative labels so we can measure which communications lead to completed requests. These labels do not contain your quiz answers, profession choice, contact details or request reference. We record consent, verification outcomes and limited security and audit information. You do not create a consumer account. Email is checked for format, not ownership. Providing the details needed for a matching request is voluntary, but without them we cannot verify your mobile number or arrange introductions.

Support forms collect your name, email, subject and message so we can respond. Replies and closure notices go by email; subsequent mailbox correspondence is handled through our support mailbox. Leave out passwords, identity documents, financial account numbers and health records.

Quiz saving and essential storage

Optional quiz saving stores answers in your browser on that device. Turning it off clears saved progress. Contact details are not included in the saved quiz. A short-lived secure request cookie allows access to your verified request during the current session. Hosting and security systems process technical information such as network addresses and request timestamps to operate the service and prevent abuse.

Campaign measurement

For tagged Find My Planner campaign links, we count landing-page views and quiz starts as aggregate events and attach the allowlisted campaign labels to a matching request when it is submitted. Aggregate events do not contain a request identifier, contact details, profession choice or quiz answers. We use short-lived network digests only to limit automated abuse of the measurement endpoint; they are not included in campaign reports. We do not send matching-request details or quiz answers to Meta or TikTok advertising tools.

Matching and sharing

Matching uses deterministic rules based on your selected profession, services and relevant answers, alongside professional eligibility and availability. It does not use an AI model to select professionals or sell ranking priority.

With your consent, matched professionals initially receive initials, age band, broad location and structured answers. Each receives full name, email and phone only after accepting. Replacements can involve more than three professionals over time, with at most three active introductions, or two for risk advisers. Professionals handle received information for the introduction and their professional obligations; ask about their privacy practices.

Email and keeping a request open

Request emails are transactional, not marketing consent. During the verified session you can correct an email address, updating your request and accepted professionals’ available contact details. We cannot recall email already sent to an earlier address. The corrected address remains format-checked only. After the session ends, contact us for help after appropriate verification.

If you choose continued searching after receiving fewer than three matches, we retry matching for up to 30 days, with no more than three active introductions at a time. You can stop future searching without withdrawing existing introductions. This period is not a promise that all associated records are deleted after 30 days.

Providers and overseas processing

Netlify provides hosting and server functions, Supabase provides authentication and application storage, Twilio processes phone verification, and Resend processes transactional email. Authorised founders and support staff access information needed for their work. Find My Planner is based in Australia. Some of our service providers or their personnel may handle personal information outside Australia, including in the United States.

Linked educational tools may have separate collection notices. We do not sell consumer information or use quiz answers for marketing without separate permission.

Retention and protection

Consent, disclosure, support, security and complaint records can have different retention needs from an active matching request. We take reasonable steps to delete or de-identify information when it is no longer needed, subject to legal and operational requirements; backups follow their applicable schedule. Ordinary matching request records, including contact details and quiz answers, are deleted or de-identified within 12 months after the request closes. We remove access to declined or expired limited profiles when the introduction closes. We may keep consent, disclosure, security and complaint records for longer where reasonably needed for legal compliance, security or dispute handling.

Access controls, encrypted connections and restricted server processing help protect information. No online service guarantees complete security. Suspected incidents are assessed and addressed, with notification to affected people and regulators where required.

Requests and complaints

Ask to access or correct information, withdraw a request or request deletion through Contact us or the Privacy Officer at support@findmyplanner.com.au. Include your reference if available; do not send identity documents. We may need proportionate verification before acting. We aim to respond within 30 days and will explain next steps if more time is needed or a request cannot be fulfilled. For a privacy complaint, we will investigate the issue and tell you the outcome and any action we will take. There is no charge to make a request.

If dissatisfied with our handling of a privacy complaint, contact the Office of the Australian Information Commissioner. Closing a support ticket does not remove your complaint rights.

Policy changes

We update this policy when practices change, with additional notice and consent where required.

Optional continued searching

If fewer than three suitable professionals are available, you can keep searching for up to 30 days. The optional checkbox is selected initially; you can untick it before submitting. We record your submitted preference. You can stop future searching without withdrawing existing introductions. Changing this preference does not extend the original 30-day period. Historical requests are not automatically enrolled.