Our Clients

Important

The Corporations Act requires that a financial planner (financial advisor) making an investment recommendation must have reasonable grounds for making that recommendation. This means that an appropriate assessment for your investment objectives, financial situation and particular needs must be conducted prior to a recommendation being made. The information requested in the forms below are necessary for the establishment of a reasonable basis for an investment recommendation and it will be used solely for that purpose.

Any financial planning advice given may be inappropriate if it is based on incomplete or inaccurate information. You should consider the appropriateness of your financial planning advice if that is the case and consider your own circumstances before acting on any financial planning advice provided.

Privacy Statement

The information collected in these forms are solely to establish or build a financial planning relationship with you. Your personal and sensitive information is treated with the strictest of confidence and will not be provided to third parties without your consent. If you have any questions in relation to your Privacy rights or wish to access or correct personal information we hold on you please contact: The Privacy Officer on (07) 3018 0400.

Personal Details Form