• Fact Find Questionnaire

    All information provided in this form is classified as confidential and is bound by our Privacy Policy. You can find a copy of this policy at www.caboodlefs.com.au
  • Your date of birth?
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  • Your gender?
  • Are you an Australian Citizen?
  • What is your relationship status?*
  • Would you like your partner to be included as part of our advice?*
  • Their date of birth?
     / /
  • Their gender
  • {whatIs16}, are you an Australian Citizen?
  • Do you live with {whatIs}?
  • Have you previously had a financial adviser?
  • Do you have an accountant?
  • Do you have a solicitor?
  • Do you have any children or financial dependants?*
  • Tell us about them...
  • {whatIs}, what is your employment status?*

  • {whatIs}, do you have any trade, professional, business or tertiary qualifications?
  • {whatIs}, does your work involve any manual duties?
  • {whatIs}, how many hours do you work per week?
  • {whatIs}, do you have any plans to change your occupation in the next 12 months?
  • {whatIs16}, what is your employment status?*

  • {whatIs16}, do you have any trade, professional, business or tertiary qualifications?
  • {whatIs16}, does your work involve any manual duties?
  • {whatIs16}, how many hours do you work per week?
  • {whatIs16}, do you have any plans to change your occupation in the next 12 months?
  • {whatIs}, what income do you receive?*
  • {whatIs16}, what income do you receive?*
  • Do you know how much your living expenses are?*
  • Tell us about your savings...
  • Are you saving for anything specifically at the moment?
  • Please enter your assets below*
  • Please enter your investments below*
  • Please enter your debts below*
  • Please detail any insurances you have*
  • {whatIs}, how is your health?*
  • {whatIs}, are you currently receiving any medical treatment?
  • {whatIs}, have you been diagnosed with any significant illness in the last five years?
  • {whatIs}, are you a smoker?*
  • {whatIs16}, how is your health?*
  • {whatIs16}, are you currently receiving any medical treatment?
  • {whatIs16}, have you been diagnosed with any significant illness in the last five years?
  • {whatIs16}, are you a smoker?*
  • {whatIs}, do you have a will in place?
  • {whatIs}, do you have a power of attorney in place?
  • {whatIs16}, do you have a will in place?
  • {whatIs16}, do you have a power of attorney in place?

  • Thank you so much for providing us with all the information you have. The better we understand your life the better our advice can be. 

    Now for the formalities, below is a checklist of acknowledgments for you to read through and tick. 

  • I acknowledge,*
  • We acknowledge,*
  • Date
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  • Should be Empty: