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UPLOAD DOCUMENTS

Use this area to upload files to share with our consultants.

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UPLOAD YOUR FINANCIAL INFORMATION HERE

Please take a moment to fill out the form.

Upload File

IDENTIFICATION DOCUMENTS
Please scan/photo and upload your identification documents. (We need two such as your Driver's licence, passport, rates notice etc).

 

SUPERANNUATION ACCOUNTS
Please scan/photo and upload any recent statements you have for your superannuation accounts.

 

BANK ACCOUNTS
Please scan/photo and upload any recent statements you have for your bank accounts.

 

SECURED LOANS
Please scan/photo and upload any recent statements you have for any secured loans (such as a mortgage or car) you have.

 

SECURED LOANS
Please scan/photo and upload any recent statements you have for any unsecured loans (such as a credit card or payday loan) you have.

 

OTHER DEBTS
Please scan/photo and upload any statements you have for any other debts, such as tax debts, car accident repayments, old utility bills etc.

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