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
 Job Search
 Veterans
  What pension (if any) your partner are receiving:  Aged
 Widows
 Sole Parent
 Invalid
 Job Search
 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

Email address :
info@profinvest.com.au

HO Telephone Number : 07 55740244 

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

         Authorised Representative (AR No. 298341)

         C/- Australian Money Masters

         PO Box 190, Eastwood NSW 2122,

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

 

 

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