Privacy Policy
Lantana Plan Management
Last Updated: May 2026
Lantana Plan Management is committed to protecting your privacy and handling personal information in a safe, secure, and responsible manner. This Privacy Policy outlines how we collect, use, store, and disclose personal information in accordance with the Australian Privacy Principles contained within the Privacy Act 1988 (Cth).
By using our website or engaging our services, you agree to the terms outlined in this Privacy Policy.
- Who We Are
Lantana Plan Management provides NDIS plan management services to participants across Australia. We assist participants with managing the financial administration of their NDIS funding, including invoice processing, provider payments, budget monitoring, and related support services.
- Information We Collect
We may collect personal information including, but not limited to:
- Full name
- Contact details (phone number, email address, postal address)
- NDIS participant details
- NDIS plan information
- Financial and billing information
- Service provider information
- Emergency contact details
- Communication records
- Website usage information
We only collect information that is reasonably necessary to provide our services and support.
- How We Collect Information
We may collect personal information through:
- Website contact forms
- Service agreements and onboarding forms
- Phone calls and email communications
- Interactions with participants, carers, nominees, support coordinators, and providers
- Cookies and website analytics tools
Information may also be provided by authorised third parties where consent has been given.
- How We Use Your Information
Lantana Plan Management uses personal information to:
- Provide NDIS plan management services
- Process invoices and payments
- Manage participant budgets and reporting
- Communicate with participants and providers
- Improve our services and website
- Meet legal and regulatory obligations
- Respond to enquiries and support requests
We will only use personal information for the purposes for which it was collected or as otherwise permitted by law.
- Disclosure of Information
We may disclose personal information to:
- The National Disability Insurance Agency (NDIA)
- Service providers and suppliers
- Support coordinators and authorised representatives
- Financial institutions and payment processors
- Professional advisers where required
- Government or regulatory bodies where legally required
We do not sell or rent personal information to third parties.
- Data Security
Lantana Plan Management takes reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure.
Security measures may include:
- Secure digital systems and storage
- Password-protected devices and accounts
- Restricted staff access
- Secure communication practices
While we take reasonable precautions, no method of electronic transmission or storage is completely secure.
- Access and Correction
You may request access to the personal information we hold about you and request corrections if information is inaccurate or outdated.
To request access or updates to your information, please contact us using the details provided below.
- Cookies and Website Analytics
Our website may use cookies and analytics tools to improve user experience and understand website traffic and performance.
Cookies may collect information such as:
- Browser type
- Device information
- Pages visited
- Time spent on the website
Users can adjust browser settings to refuse cookies if preferred.
- Third-Party Websites
Our website may contain links to third-party websites. Lantana Plan Management is not responsible for the privacy practices or content of external websites.
We encourage users to review the privacy policies of third-party sites before providing personal information.
- Retention of Information
We retain personal information only for as long as necessary to provide services, comply with legal obligations, and resolve disputes where required.
- Changes to This Privacy Policy
Lantana Plan Management reserves the right to update this Privacy Policy at any time. Changes will be published on this page and will take effect immediately upon posting.
We encourage users to review this policy periodically.
- Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Lantana Plan Management