AUSTRALIAN FINANCIAL SERVICES LICENCE
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Confidential Client Data Form First Financial Pty Ltd AUSTRALIAN FINANCIAL SERVICES LICENCE NUMBER: 112233 Client Name: Jason and Elise Green *IMPORTANT NOTICE TO CLIENT: The Corporations Law requires that an adviser making investment recommendations must have reasonable grounds for making those recommendations. This means that an adviser must conduct an appropriate investigation as to the financial objectives, situation and particular needs of the client. The information requested in this form, is necessary to enable recommendations to be made and will be used solely for that purpose. We accept no liability for any advice given on the basis of inaccurate or incomplete information. |
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