Referrals

ReferralsWarren2024-06-25T05:06:23+00:00

Client Details

Full Name*
First Last
Mobile Number*
Email
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Tax File Number (if available):

It is now a requirement for Anti-Money Laundering and Proof of Identity purposes we obtain clients TFN to prove they are who they are. If you do not have this information on file we will request this from the client at a later date.
Notes:
Documents Required
Please provide the following client documents:
1. Third Party Authority
2. Current Insurance Policies
3. Current Superannuation Statement
4. Copy of Drivers Licence
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Max. file size: 32 MB.
Referrers Details
Name
First Last
Email
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Have you booked in a call-back appointment on behalf of your client?

Find Insurance only provides general advice, which means we haven’t considered your individual financial situation, objectives or needs. You should read the relevant Product Disclosure Statement of the relevant insurer to understand if the product is right for your financial situation or needs.

Alliance Wealth Pty Ltd ABN 93 161 647 007 | Australian Financial Services Licence (AFSL) Number 449221. Part of the Centrepoint Alliance Group

If General Insurance Advice e.g. Public liability is required it is offered via Hight Safety Insurance Brokers as Trustee for The Anderson Kerr Family Trust t/as Find Business Insurance, (AR Number 001248230) as an authorised representative of Focus Insurance Brokers AFSL. No. 426797

Find®, Find Insurance®, Find Accountant®, Find Mortgages®, Find Financial Planner®, Find Real Estate®, Find Investment Property®, are some of the trademarks owned by Find Pty Ltd.

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STEP 1: LEARN

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STEP 2: UNDERSTAND YOUR NEEDS

Needs Analysis – Calculate ALL of your own insurance needs

Once you have completed and submitted your needs analysis, book a callback appointment for an advisor to discuss your needs with you.

STEP 3: BOOK AN APPOINTMENT

Needs Analysis – Your Adviser will calculate your needs with you.

Book a callback appointment and the advisor will go through the needs analysis process with you over the phone.

Referrals

Client Details

Documents Required

Referrers Details

Have you booked in a call-back appointment on behalf of your client?

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