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Thank you for your interest in Genesys Wealth Advisers Limited (ABN: 20 060
778 216 AFSL: 232686) and our obligation-free financial health check
offering. The financial health check provides you with an overview of your
current financial situation and gives you the opportunity to meet with a
Genesys wealth adviser. This meeting is obligation-free and is designed to help
you find out if you are on track to reach your lifetime goals.
To help us gain a better idea of your situation and select an appropriate
adviser for you, please take a few minutes to fill out this online request
form.
Hit the Submit button when you’re finished.
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Personal details
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Client 1 (you) |
Client 2 (your spouse / partner)*
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| Name
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| Date of birth (DD/MM/YYYY) |
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| Street Address (residential for
individuals, business for companies) |
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| Suburb |
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| State |
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| Postcode |
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| Age range
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| Email (optional) |
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| Occupation
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| Daytime contact phone number
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| Income range (optional) |
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What are your major lifestyle and
financial goals?
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| Short-term goals (less than 2 years)
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| Medium-term goals (2-5 years) |
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| Long-term goals (more than 5 years)
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| What
issues would you like to discuss with a Genesys wealth adviser?
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Once a Genesys Wealth adviser who is located close to you has
been selected, he/she will be contacting you shortly to do an obligation-free
financial health check. Thank you for choosing Genesys.
Privacy Statement The personal information
Genesys Wealth Advisers Limited (Genesys) collects on this form will be used to
schedule an appointment with a Genesys financial planner and to provide that
financial planner with some information about your situation. This information
may be disclosed to other members of the Challenger Group and its related
bodies corporate (which includes Synergy Capital Management Limited), service
providers who do things on our behalf (eg mailing house) or to other third
parties where it is required or allowed by law or where you have otherwise
consented. You can access the personal information we have collected, if we
have retained it, by calling us on [insert contact number]. If you do not
complete the contact details we will be unable to respond.
*If you have provided details about your spouse or partner, you agree to make
them aware of the matters listed above.
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Privacy |
Conditions of Use
Copyright © 2006 Genesys Wealth Advisers Limited ABN 20 060 778 216 AFSL 232686
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