Introduce Yourself

Important Information

By completing this questionnaire, and engaging in the advice process with Freedom Wealth Services Advice, I we/agree that:

  1. I am/We are to receive financial planning services from the adviser named in this Client Profile[“planner”] and understand that my/our personal information (including any sensitive information such as health information and membership of professional organisations [“sensitive information”]) is being collected primarily for that purpose.

  2. I/We acknowledge the Privacy Notification available at and that I/we can also ask for a copy from my/our planner, and understand that my/ our personal information will be collected, used and disclosed as outlined in the Privacy Notification.

  3. I/We acknowledge that all reasonable steps will be taken to ensure that third party service providers within Australia and overseas comply with the Privacy Act 1988 and do not breach the Australian Privacy Laws.

  4. I/We understand that my/our planner may share some of our information (including sensitive information)with organisations outside Australia for the purposes of Financial Planning Services. We can view a list of the countries A copy of the Privacy policy is available free of charge upon request.

  5. I/We understand that Freedom Wealth Services and my/our Freedom Wealth Services planner may disclose my/our personal information (including you “sensitive information”) to the following parties:

    a.   to life insurers for the purposes of performing a pre-assessment of my/our suitability to apply for insurance;

    b.    to other third-party product and service providers selected by my/our planner in connection with the financial planning products and services that are offered by my/our planner;

    c.    to organisations involved in providing my/our planner with marketing services and to their service providers (for example, posting services), so that my/our planner may offer me/us products and services that might meet my/our financial needs;

    d.   to third party service providers who offer administration and paraplanning services selected by my/our planner in connection with the service we have engaged them for;

    e.   to other organisations in connection with the sale or proposed sale of all or part of the planner’s business and to the use of that personal information by those organisations

    f.   to other professionals who may need to be engaged in order to implement certain components of my/our planner’s business succession advice.

  6. I/We declare that the information contained herein is complete and accurate to the best of my/our knowledge, except where I/we have indicated. I/We understand and acknowledge that by either, not fully or accurately completing this document, that advice formulated by my/our Freedom Wealth Services planner may be inappropriate to my/our needs and that I/we risk making a financial commitment to a financial product or strategy that may be inappropriate to my/our needs.

  7. I/We understand that if I/we don’t provide all the requested information, my/our Freedom Wealth Services planner may not be able to provide me/us with financial advice.

  8. I/We consent to the collection of my/our personal information for the purpose of my/our planner providing the services stated above. This consent also relates to my/our sensitive information.

  9. If I/we have provided personal information about an individual (such as a partner, dependent, employer or accountant) I/we have or will as soon as practicable provide the individual with a copy of the Financial Services Guide which includes how you manage personal information and make them aware that this section applies to their personal information that has been collected for the purpose of my/our planner providing me/us with the financial advice I/we have requested.

  10. If I/we have provided information about someone else, I/we have or will obtain the consent of that person to that information being collected by my/ our planner and my/our planner’s providers. I/We have or will inform them that their information may be disclosed and I/we have authority to consent to this disclosure on their behalf.

  11. Our financial advisers are representatives of Freedom Wealth Services Pty. Ltd. ABN 75 621 412 646, Australian Financial Services License Number 502934. Any advice you receive is provided by Freedom Wealth Services Pty Ltd.

  12. Any investment you make as a result of the advice you receive from Freedom Wealth Services and any investment you make can be subject to investment risk including possible delays in repayment and loss of income and principal invested; and Freedom Wealth Services does not in any way stand behind the capital value and/or performance of any investment you may make as a result of the advice you receive. Any advice contained in this document is general advice only. It does not take into account your personal objectives, financial situation or needs. You should consider whether the advice is right for you before making a decision.

  13. Our Financial Services Guide is available via our website

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