Forward Financial Planning Pty Ltd
Forward Financial Planning Pty Ltd
Forward Financial Planning Pty Ltd
ACN 16184477
FINANCIAL AFSL No 082 627
SERVICES ABN No 456 123
25, Consultant Crescent,
Parramatta, NSW 2150
Tel: 02 9889 7377
Website:
Email: [email protected]
PRIVATE AND CONFIDENTIAL
Financial Plan: including a Statement of Advice
Prepared for:
Mr and Mrs Lewis
17 Bee Farm Road
Blaxland NSW 2009
Date: 11th May 2009
Prepared by:
xxxx B Bus (Financial Advising), Ad Dip (Financial Planning)
Authorised Representative
Important Information
This Statement of Advice is an important document and you should read it carefully before making any decisions regarding the recommendations contained in it. If you have any questions regarding any material in the Statement of Advice, please discuss them with your financial advisor. This report may contain recommendations for the purchase of investment or insurance products regulated under the Life Insurance Act. Please note that for these products, a 14-day cooling off period applies following receipt of the policy documentation, when you may change your mind without incurring penalties.
We recommend that you discuss this Statement of Advice with your accountant or tax advisor and any other of your professional advisors before you make any decisions regarding the recommendations it contains.
Forward Financial Planning Pty Ltd
ACN 16184477
FINANCIAL AFSL No 082 627
SERVICES ABN No 456 123
25, Consultant Crescent,
Parramatta, NSW 2150
Tel: 02 9889 7377
Website:
Email: [email protected]
PRIVATE AND CONFIDENTIAL
14th May 2009
Mr and Mrs Lewis
17 Bee Farm Road, Blaxland,
New South Wales-2009
Dear Mr and Mrs Lewis,
It was pleasure to meet both of you on 5th May to discuss your mutual financial goals and requirement. I understood that your main goal is to get a full financial review which ensures you have enough money to survive in future, reduce the length of time you pay home loan and to get your insurance policies in order.
If you find any errors in your details when reading this plan, please do not hesitate to contact me as soon as possible as our recommendations have solely been based on this information. The advice and recommendations have been developed from your personal details, only you can rely upon the advice and recommendations that have been made.
All recommendations made within this plan should be implemented within one month, if not we might have to review the recommendations again. We have included a copy of our statement on privacy and details on security of your personal information for