1. Contact us to arrange a time suitable for your initial obligation free appointment.
  2. Download Documents;
    1. Client Information Report
    2. Confidential Data Sheet V2
    3. FinaMetrica Personal Risk Tolerance Questionnaire
    4. Engagement Letter V1
    5. AFS FSG Short v3
    6. AFS FSG Long v3
    7. Adviser Profile Mar 2011
  3. Print out the Confidential Client Information Report or Data Sheet and Finametrica Questionnaire (if not completing online) and complete them in Black ink as best you can. Send them to us by post, fax or hand deliver to our Dubbo office at least 3 business days prior to your initial appointment with us.
  4. Upon making your initial appointment we will arrange for FinaMetrica to send you a login & password for you to complete this online, otherwise you can print the PDF form for manual completion.
  5. Keep the Financial Services Guide for your records. This is a document that we must provide to you by law.
  6. The Adviser Profile explains who will be providing you with Financial Advice and outlines our fee structure.
  7. We shall also require copies of the following documents pertaining to you (and your spouse if you have one).
    1. Recent statements for any Investments you hold, including; Property, Managed Funds, Shares, Investment Bonds etc.
    2. ALL latest Superannuation and Insurance statements that you have and are current.
    3. Copies of latest Bank account (including loans) and Credit Card Statements.
    4. Any other documents that you feel we should be made aware of.
    5. Your latest consecutive 2 payslips and annual income tax return and assessment notice.