Client Onboarding

Individual Information Form

Please complete the details below. It takes about 5 minutes — everything is saved into a summary and PDF for our files once you submit.

Fields marked * are required. If a question doesn't apply to you, leave it blank or select "No" where relevant.

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Reference ID

01 Personal Details

TitleMr / Mrs / Ms / Miss / Other

First Name*

Middle Nameoptional

Surname*

Email*

Phone No.optional

Mobile*

Date of Birth*

Place of Birthoptional

Occupation*

02 Address

Street Address*

Suburb*

State*

Postcode*

Postal Address — same as above?

Yes No

If no, please provide postal address details

03 Health Cover

Private Health Insurance?

Yes No

Hospital Cover — held for 365 days?

Yes No

04 Tax & Banking

Tax File Number (TFN)*

BSBoptional

Account Numberoptional

05 Spouse / Partner

Do you have a spouse or partner?

Yes No

Status

Spouse First Name

Spouse Surname

Spouse Date of Birth

Spouse Email

Should we send a separate Individual Information Form to your spouse/partner?

Yes No

06 Children & Dependents

Do you have children?

Yes No

How many?

Any dependents?

Yes No

Names & Ages (one per line)

07 Related Entities

Do you hold an interest in any related entities? (tick all that apply)

Entity Name(s)

Should we send a separate Entity Information Form for these?

Yes No

08 Additional Information

How did you hear about us?optional

Other Notes & Informationoptional

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