Personal Financial Profile
Online Form
Full Name of Person 1
*
First Name
Last Name
Birth Date of Person 1
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Year
Do you (or any member of your immediate family) occupy a prominent public position or function in a government body or international organisation either in Australia or overseas?
*
Yes
No
Full Name of Person 2
First Name
Last Name
Birth Date of Person 2
-
Month
-
Day
Year
Date
Do you (or any member of your immediate family) occupy a prominent public position or function in a government body or international organisation either in Australia or overseas?
*
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Email Address of Person 1
Email Address of Person 2
Mobile Number of Person 1
Mobile Number of Person 2
Home/Work Numbers
Employment Status of Person 1
Employed Full Time
Employed Part Time/Casual
Unemployed
Retired
Other
Employment Status of Person 2
Option 1
Option 2
Option 3
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Occupation of Person 1
Employer of Person 1
Intended Retirement Date of Person 1
Within the next 12 months
Within the next 5 years
Within the next 10 years
Within the next 20 years
unsure
Other
Do you have any dependents
Yes
No
Occupation of Person 2
Employer of Person 2
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Intended Retirement Date of Person 2
Within the next 12 months
Within the next 5 years
Within the next 10 years
Within the next 20 years
unsure
Other
Which Assets do you currently possess, and who owns it?
Yes
Joint Names
Person 1
Person 2
Other
House
Car
Caravan
Boat
Rental Property
Shares
Managed Funds
Term Deposit
Cash
Business
Company/Trust
Other
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House Details (Address, Current Value)
Loan Details (Bank, Loan Amount, Interest Rate, Loan Type)
Rental Property Details (Address, Current Value, Owner Name)
Rental Property Loan Details (Address, Loan Amount, Interest Rate, Loan Type)
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Share Portfolio Details (Portfolio Details, Current Value)
Managed Funds Details (Product/Platform Name, Current Value)
Managed Fund Gearing Details
Term Deposit or Cash Holding Details (Amount of Cash or Term Deposit)
Share Portfolio Loan Details (Bank, Loan Amount)
Business, Company or Trust Details
Other Asset Details (Type of Asset, Current Value, Owner)
Other Loans or Debts (Type of Loan, Amount Outstanding, Interest Rate, Payment Details)
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Current Superannuation Accounts Person 1 (Fund Name, Current Balance)
Salary Sacrifice Arrangements Details
Salary Income (Before Tax)
Investment Income (Income Stream, Current Value, Owner)
Current Superannuation Account Person 2 (Fund Name, Current Balance)
Pension Details (Pension Type, Current Value)
Insurance Details
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Do you have a Will in place
Yes
No
Location of Will
Power of Attorney
Is there anything else you think we should know about to provide accurate advice?
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What are you looking for advice on?
Wealth Accumulation Strategies
Personal Insurance Review (Life, TPD, Trauma and Income Protection)
Retirement Planning
Superannuation
Structuring on Affairs
Maximizing Centrelink Entitlements
Investment Advice
Self Managed Super Fund Advice
Setting up a Share Trading Portfolio
Review of existing position
Estate Planning
Other
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