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Please complete the following questions and then click on the "Submit" button

1. First Name: (mandatory)

2. Surname: (mandatory)

3. Address (Excluding City & Post Code): (mandatory)

4. City: (mandatory)

5. Postcode: (mandatory)

6. E-Mail Address: (mandatory)

7. Areas of Interest:
Accounting & budgets
Taxation Planning
Estate Planning & Wills
Insurance - Death, TPD, Income Protection
Investment in Managed Funds
Share Investment
Superannuation - For me personally
Superannuation - For my business
Negative Gearing

8. Please Make an Appointment for me
Yes, please call me
Yes, please e-mail me
No

9. Please send me the Financial Planning Questionaire so I can complete them & post them back to you before our interview.
Yes to the above address
No

10. Here are some of my details
Home Buyer/Owner
New Investor
Experienced Investor
I have spare funds to invest
Employee - Staff
Employee - Management
Employee - Executive
I have my own business
Existing Company Director
Existing Family Trust
Existing Self Managed Superfund
Existing Wills & Power of Attorney
Existing Employee Share Plan Company


E-mail: BRinfo@br-accountants.com.au

David V R Robertson is an Authorised Representative of
Professional Investment Services Pty Ltd (PIS)

Level 14
Corporate Centre
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217 
Phone: 07 5574 0244
Fax: 07 5574 0180

ABN: 11 074 608 558
AFSL No. 234951
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