Fact Find

Client 1	Click here to enter text.
Client 2	Click here to enter text.
Adviser	GCC Financial Planning
Date completed	Click here to enter a date.

Please fill in as much detail as possible and email back to our office at admin@gccfinancial.com.au

This will make our meeting more valuable

GCC Licensee Pty Ltd | ABN 53 611 723 338 | AFSL 486196

Personal information

Personal information	Client 1	Client 2
Title	Choose an item.	Choose an item.
Preferred name	Click here to enter text.	Click here to enter text.
Gender	Choose an item.	Choose an item.
Date of birth	Click here to enter a date.	Click here to enter a date.
Marital status	Click here to enter text.	Click here to enter text.
Resident status
Australian Resident for Tax Purposes	☐ ☐	☐ ☐
Tax file number

Contact information

Contact details	Client 1	Client 2
Home address	Click here to enter text.	Click here to enter text.
Address for correspondence	Click here to enter text.	Click here to enter text.
Home phone	Click here to enter text.	Click here to enter text.
Work phone	Click here to enter text.	Click here to enter text.
Mobile	Click here to enter text.	Click here to enter text.
Email	Click here to enter text.	Click here to enter text.
Preferred method of contact	Choose an item.	Choose an item.

Children / dependants

Name	Date of birth	Living at home?	Financially dependant until …
Click here to enter text.	Enter date.	☐	Enter date.
Click here to enter text.	Enter date.	☐	Enter date.
Click here to enter text.	Enter date.	☐	Enter date.
Click here to enter text.	Enter date.	☐	Enter date.

Additional information

(eg. special needs, education funding requirements, youth allowance or any other government benefit)

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Employment

Employment	Client 1	Client 2
Occupation (Main)	Click here to enter text.	Click here to enter text.
Employment status	Choose an item.	Choose an item.
Employment Type	Choose an item.	Choose an item.
Years in current occupation	Click here to enter text.	Click here to enter text.

Additional information

(eg. salary packaging details, any expected future changes in occupation, pending leave)

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Health details (Insurance Enquiry)

Client 1	Client 2
Smoker	Choose an item.	Choose an item.
Height	Click here to enter text.	Click here to enter text.
Weight	Click here to enter text.	Click here to enter text.

Referrer details

Description	Name/Company	Contact details
Referred by	Click here to enter text.	Click here to enter text.

Income

Income (per annum)	Client 1	Client 2
Net Income (After Tax)	Enter Text	Enter Text
Other remuneration (eg bonus)	Enter Text	Enter Text
Interest	Enter Text	Enter Text
Rent	Enter Text	Enter Text
Investment income (Shares, Managed Funds etc)	Enter Text	Enter Text
Pension / annuity income	Enter Text	Enter Text
Overseas pension / annuity income	Enter Text	Enter Text
Trust distributions	Enter Text	Enter Text
Worker’s compensation	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Total income (per annum)	Enter Text	Enter Text

Expenses

Expenses (per annum)	Client 1	Client 2
Household expenses	Enter Text	Enter Text
Home loan repayments	Enter Text	Enter Text
Personal loan repayments	Enter Text	Enter Text
Other loan repayments	Enter Text	Enter Text
Credit card repayments	Enter Text	Enter Text
Rent	Enter Text	Enter Text
School fees	Enter Text	Enter Text
Holidays	Enter Text	Enter Text
Life insurance premiums	Enter Text	Enter Text
General insurance premiums	Enter Text	Enter Text
Health insurance premiums	Enter Text	Enter Text
Tax provision	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Other Enter Text	Enter Text	Enter Text
Enter Text	Enter Text
Total expenses (per annum)	Enter Text	Enter Text

Other cashflow details

Client 1	Client 2
Able to save?	Choose an item.	Choose an item.
If ‘Yes’, how much?	Click here to enter text.	Click here to enter text.

Additional information

(e.g. how expenses will change post retirement, any unusual expenses anticipated in the future)

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Assets

Assets – lifestyle	Client 1	Client 2	Joint
Principal residence	Enter text.	Enter text.	Enter text.
Other property	Enter text.	Enter text.	Enter text.
Home contents	Enter text.	Enter text.	Enter text.
Motor vehicles	Enter text.	Enter text.	Enter text.
Business	Enter text.	Enter text.	Enter text.
Other Click here to enter text.	Enter text.	Enter text.	Enter text.
Other Click here to enter text.	Enter text.	Enter text.	Enter text.
Other Click here to enter text.	Enter text.	Enter text.	Enter text.
Total assets	Enter text.	Enter text.	Enter text.

Investments	Client 1	Client 2	Joint
Investment properties	Enter text.	Enter text.	Enter text.
Business	Enter text.	Enter text.	Enter text.
Managed funds	Enter text.	Enter text.	Enter text.
Direct shares	Enter text.	Enter text.	Enter text.
Superannuation funds	Enter text.	Enter text.	Enter text.
Pension funds	Enter text.	Enter text.	Enter text.
Insurance bonds	Enter text.	Enter text.	Enter text.
Term deposits	Enter text.	Enter text.	Enter text.
Cash	Enter text.	Enter text.	Enter text.
Other Click here to enter text.	Enter text.	Enter text.	Enter text.
Total assets	Enter text.	Enter text.	Enter text.

Additional information

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Liabilities

Liabilities	Owner	Lender	Amount	Interest rate	Term remaining
Home mortgage	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.
Investment property loans	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.
Credit cards	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.
OtherEnter text.	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.
Other Enter text.	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.
Other Enter text.	Choose item.	Enter text.	Enter text.	Enter text.	Enter text.

Additional information

(eg. What are the client’s attitudes to managing debt? When does the client want all debt to be paid off?

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Superannuation fund details

Superannuation	Client 1	Client 2
Would you like us to review your superannuation?	☐ ☐	☐ ☐
If so, please list you superannuation funds and member numbers if possible.
Superannuation Provider (1)	enter text.	enter text.
Member Number	enter text.	enter text.
Superannuation Provider (2)	enter text.	enter text.
Member Number	enter text.	enter text.
Superannuation Provider (3)	enter text.	enter text.
Member Number	enter text.	enter text.
Superannuation Provider (4)	enter text.	enter text.
Member Number	enter text.	enter text.
Superannuation Provider (5)	enter text.	enter text.
Member Number	enter text.	enter text.
Superannuation Provider (6)	enter text.	enter text.
Member Number	enter text.	enter text.

Additional information

enter text.

Existing Personal Insurances

Insurance	Client 1	Client 2
Do you have Life, Permanent Disability, Trauma or Income Protection Insurance you would like us to review?	☐ ☐	☐ ☐
If yes, please list you insurance provider, type of insurance and level of cover below:
Provider (1)	Click to enter text.	Click to enter text.
Type of Insurance	Choose an item.	Choose an item.
Level of Cover	Click to enter text.	Click to enter text.
Provider (2)	Click to enter text.	Click to enter text.
Type of Insurance	Choose an item.	Choose an item.
Level of Cover	Click to enter text.	Click to enter text.
Provider (3)	Click to enter text.	Click to enter text.
Type of Insurance	Choose an item.	Choose an item.
Level of Cover	Click to enter text.	Click to enter text.
Provider (4)	Click to enter text.	Click to enter text.
Type of Insurance	Choose an item.	Choose an item.
Level of Cover	Click to enter text.	Click to enter text.
Provider (5)	Click to enter text.	Click to enter text.
Type of Insurance	Choose an item.	Choose an item.
Level of Cover	Click to enter text.	Click to enter text.

Additional information

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Estate planning

Estate planning	Client 1	Client 2
Do you have any estate planning in place?	☐ ☐	☐ ☐
If so, would you like us to review this?	☐ ☐	☐ ☐
If not, would you like to discuss Estate Planning Options?	☐ ☐	☐ ☐

Fee details

Details
Advice fee (preparation of SOA)	The Minimum fee for advice will be $2,200, we will confirm an advice fee with you in our Scope of Advice email

Privacy/FDS/FSG details

FSG details	Details
For our Privacy policy, please see our FSG	Our FSG is available on our website, if you cannot download it please let us know at our initial meeting and a copy will be provided