Fact Finder
Before North West Financial Services makes any recommendations to our clients we need to 'know our client'. This is a requirement under the Corporations Law.
The way we achieve this is by having the client fill in a confidential Fact Finder document, that gives us information such as:
- names
- ages
- incomes
- expenses
- assets
- liabilities
It is this information that we use to make our recommendations.
Please feel free to download the form (Word document, 278Kb), complete it, and email to or fax to (07) 3300 1017.