Paraplanning Services Australia
Paraplanning Services Australia

Paraplanning SoA Request Form and Checklist

ADVISER DETAILS

REASONS FOR SEEKING ADVICE

MY ADVICE WILL COVER - CLIENT

Life InsuranceTotal and Permanent Disability InsuranceTrauma InsuranceIncome Protection InsuranceSuperannuationInvestment of superannuation

MY ADVICE WILL COVER - PARTNER

Life InsuranceTotal and Permanent Disability InsuranceTrauma InsuranceIncome Protection InsuranceSuperannuationInvestment of superannuation

MY ADVICE WILL COVER - CLIENT

MY ADVICE WILL COVER - PARTNER

ADVISER RESTRICTIONS

Self Managed Superannuation FundMargin LendingDirect SharesLegal AdviceCredit Advice

NEEDS AND OBJECTIVES - EXECUTIVE SUMMARY

Priority | Needs and Objectives Description

MY ADVICE - EXECUTIVE SUMMARY

Step | Strategy Recommendations

Step | Product Recommendations

CURRENT INCOME AND EXPENSES

Paraplanning-services.com – Melbourne – Sydney – Perth – Brisbane

info@paraplanning-services.com.au

Paraplanners Australia – Paraplanning services – SoA – Statement of Advice Australia – Paraplanning Outsourcing – Insurance Only SoA – SMSF SoA – Quality Paraplanning – Outsource Paraplanning – Contract Paraplanning jobs – SMSF Paraplanners