Like many of the items and products that we use every day, a financial plan needs ongoing care and maintenance to ensure that it is still running at peak performance and delivering you the benefits that you expect of it. Therefore when your life changes, we need to make sure that the financial plan that we've set up for you can either cope with those changes or is adapted to accommodate them.
To make sure your plan is still appropriate for your circumstances, simply complete our Review Questionnaire Fact Find and return it to us before your next appointment.
NOTE: This is a PDF document with form fields that can be completed digitally on your device. The form must be downloaded rather than viewed directly in your web browser, and then opened with a compatible PDF reader application such as Adobe Acrobat Reader. Once the form has been completed, it needs to be saved and then emailed back to your adviser.
If you prefer, the form can also be printed, filled in by hand and returned to us in person, via post, or fax.
Dobson Financial Planning Pty Ltd ACN 096 843 293 as trustee for the Shirtfront Trust ABN 99 139 782 191, trading as Mal Dobson and Associates is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323