Things to Bring
To enable us to provide high quality advice and service it would greatly assist us if you could bring the following items and information to your scheduled appointment.
- Copies of current loan statements (last six months).
- Current investment statements.
- Existing insurance policy documents.
- Statement of existing shareholdings.
- Investment property details.
- Bank account details.
- Details of salary and employee benefits (last two pay slips).
- Current superannuation statements – employer and personal (showing current balances and benefits).
- Retirements, retrenchment or redundancy payout details.
- Copy of Land Rates Notice.
- If self-employed, copy of last two years Income Tax Returns.
Shane Butler Financial Services Pty Ltd – Authorised Representatives of Consultum Financial Advisors Pty Ltd an Australian Financial Services Licensee, Registered office at 105 – 153 Miller St Noth Sydney NSW 2060 and a member of the National Australia group of companies.