Wealth and Asset Management - OzDream Financial Services

Client 1

Given Name

Surname

Date of Birth

Mobile

Email

Occupation

Address

Tax File Number

Client 2

Given Name

Surname

Date of Birth

Mobile

Email

Occupation

Address

Tax File Number

How many children do you have

First Children's Name

First Children's DOB

Second Children's Name

Second Children's DOB

Third Children's Name

Third Children's DOB

Health questions for Client 1

Your assessment of your current health:

ExcellentGoodFairPoor

Are you a smoker?

YesNo

Do you have any medical history?

Your Doctor’s details (Name/Clinic/Phone)

Do you have private health insurance?

Health questions for Client 2

Your assessment of your current health:

ExcellentGoodFairPoor

Are you a smoker?

YesNo

Do you have any medical history?

Your Doctor’s details (Name/Clinic/Phone)

Do you have private health insurance?

Finance Questions for Client 1

Who is your accountant?

Do you have any personal insurance?

YesNo

Which superannuation fund do you have?

Finance Questions for Client 2

Who is your accountant?

Do you have any personal insurance?

YesNo

Which superannuation fund do you have?

Current Assets and Liabilities - Home Loan

Home Loan

Address

Purchase Price

Bank

Rate P&I or IO

Outstanding Balance

Rental Income

Current Assets and Liabilities - Investment 1

Investment 1

Address

Purchase Price

Bank

Rate P&I or IO

Outstanding Balance

Rental Income

Current Assets and Liabilities - Investment 2

Investment 2

Address

Purchase Price

Bank

Rate P&I or IO

Outstanding Balance

Rental Income

Current Assets and Liabilities - Investment 3

Investment 3

Address

Purchase Price

Bank

Rate P&I or IO

Outstanding Balance

Rental Income

Current Assets and Liabilities - Investment 4

Investment 4

Address

Purchase Price

Bank

Rate P&I or IO

Outstanding Balance

Rental Income

Other Loans

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