FOR YOUR INFORMATION
Privacy Policy: At Lifespan Financial Planning we recognise that your privacy is very important. Our business is governed by legislation protecting your personal information, including the Privacy Act 1988 and National Privacy Principles established under the Privacy Amendment (Private Sector) Act 2000. We have adopted the Privacy Policy developed by Lifespan Financial Planning a copy of which is on our website or available upon request.
Important Notice to Clients: Corporations Law requires that in order to make an investment or insurance recommendation, the adviser must have reasonable grounds for making a recommendation. This means that the adviser must conduct an appropriate investigation as to the investment objectives, financial situation and particular needs of the person concerned. The information requested in this form is necessary to enable a recommendation to be made on a reasonable basis and will be used for that purpose
Title
Marital Status
Gender
Current Health
Have You Every Smoked?
Contact Information
Preferred Mail Method
Preferred Communication Methond
DEPENDANTS
DEPENDANTS
Financially Dependent?
Financially Dependant?
Financially Dependant
Do you expect to continue to financially assist your non-dependant children?
Do any of your dependants suffer from illness or disability?
