Getting to Know You

  • Getting to Know You

  • Thank you for choosing Prominent Financial Services. The information you provide within this form will help us understand your initial needs and allow us to maximise the use of your first appointment more effectively.

    All information provided in this questionnaire is strictly private and confidential - it will never be shared with a 3rd party unless expressly authorised by you.

    Please note:

    • For your appointment to proceed, this form (with complete information) needs to be submitted at least 48 hours prior to your scheduled meeting time.
    • If your information is not received, your appointment will be automatically cancelled. Thank you.
    • Appointments for aged care advice and planning will incur a fee.  If this applies to you, please contact the office on 08 7325 3000 to discuss your requirements and costs.

  • Personal details

    Please enter your basic contact details below. Please note that we require your appointment to be held with all relevant individuals. If someone is unavailable at the time of the appointment, we will need to reschedule.
  • Date of birth*
     / /
  • Format: 0400-000-000.
  • Format: (00) 0000-0000.
  • Do you have an alternate mailing address?*
  • Are you currently employed?*
  • Do you have other sources of income?*
  • Do you have a partner?*
  • Partner's date of birth*
     / /
  • Format: 0400-000-000.
  • Is your partner currently employed?*
  • Does your partner have other sources of income?*

  • Advice you are seeking

    Please let us know more about the advice you're seeking.
  • What areas of advice are you interested in discussing (please select all that apply)?*
  • What is your level of urgency in contacting us?*
  • What has been your experience with using a financial adviser previously?*

  • About your home

    Please let us know more about your current home
  • What is the current ownership status of your home?*
  • What type of interest rate do you have?*
  • Do you have an investment property?*
  • Is your investment property being rented out?*
  • Do you have a mortgage on your investment property?*
  • What type of interest rate do you have on your investment property loan?*

  • Financial details

    Please enter your current financial details below and gather all current statements of account and bring to your appointment (or upload files now).
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  • Thank you, we look forward to seeing you soon!

    Please click the 'Submit' button below.
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