I hereby declare that:

 

 

  • I intend to enter information into the advice tool that is a true reflection of my personal financial situation, needs and objectives.

 

  • I understand that the advice is limited to the information entered into the Discovery Form and that any information not entered into the discovery Form is outside the scope of the advice unless mentioned verbally.

 

  • I give permission for my Tax File Number, to be retained on file by my adviser.

 

  • I give permission for this information to be retained and used for the preparation of my relevant advice document and in relation to any investment which I hold or may hold and I understand that any advice and/or financial planning recommendations will be based on the information supplied in this Discovery Form. I acknowledge, in accordance with the Electronic Transactions Act (1999), this information in entered into the Discovery Form may be electronically stored securely for record-keeping purposes by my adviser.

 

  • I authorise my adviser to contact the financial product providers that currently manage the financial products that I hold as listed in this Discovery Form, or as otherwise notified to my adviser, in order for my adviser to ascertain my financial circumstances.