Enquires

Preliminary Client Data Form - Personal Financial Planning
Please click on the Submit button to submit the form details.

* indicates required fields

*Surname:

*First Name:

*Date of Birth:

*Anticipated Retirement Date:

*Occupation:

*Marital Status:

*Employment Status:

Self - Employed
Employed
Not Employed

Business Phone Number:

Home Phone Number:

*Mobil Number:

*Email Address:

Spouse First Name:

Spouse Date of Birth:

Spouse Anticipated Retirement Date:

Spouse Occupation:

Spouse Employment Status:

Self Employed
Employed
Not Employed

*Number of Dependents:

What pension (if any) you are receiving:

Aged
Widows
Sole Parent
Invalid
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Veterans

What pension (if any) your partner are receiving:

Aged
Widows
Sole Parent
Invalid
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Veterans

*Tick the assets you and your partner own:

Principle Residence
Cash and Bank Deposits
Motor Vehicle
Investment Property
Business Interests
Caravan/Boat
Holiday Home
Recreational Property
Managed Investment
Shares / Bonds

*Tick the Liabilities you and your partner owe:

Mortgage Loan
Personal Loan
Credit Card
Margin Lending

*Total Net Asset Value (Asset - Liabilities):

*Number of Super Funds you are holding:

*Earliest start date of your Super Fund:

*Total Value of Your Super Fund:

Number of Super Fund your partner is holding:

Earliest start date of your partner's Super Fund:

Total Value of Your Partner's Super Fund:

*Your Financial Planning Objective:

*When do you want to meet with us:

Please click on the Submit button to submit the form details.

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Professional Investment Services Pty. Ltd. (A.B.N. 11 074 608 558)

Australian Financial Services Licence No. 234951

Ivan Lee BEc, M App Fin, AFPA, CPA (Specialist in Financial Planning)

Authorised Representative

C/- Australian Money Masters

PO Box 190, Eastwood NSW 2122,

PH/FX : 02 94166335 Mobil: 0412685283 Email : ilee@money-masters.com.au