CLIENT DISCOVERY FORM

Denaro Wealth Pty Ltd (ABN 23 625 686 464) is a Corporate Authorised Representative (ASIC No. 1263750) of Lifespan Financial Planning Pty Ltd (AFSL: 229892)

To ensure we fully understand your needs and goals, we’ve put together a short Client Discovery Form. Your responses will help us tailor our advice and services specifically to your circumstances.

This form is designed to be quick and straightforward, and your input will allow us to provide the best possible guidance for your financial journey. Please take a few minutes to complete the form online at your convenience. Your privacy is our priority, and all information provided will be treated with the utmost confidentiality.

If you have any questions, feel free to reach out. We’re here to help every step of the way. Thank you for your time and trust.

Your Information

Below is the summary of the information that you have entered

Areas Of Advice
No Areas of advice details available

Personal Info	Client	Partner
Salutation	N/A	N/A
First Name	N/A	N/A
Middle Name	N/A	N/A
Last Name	N/A	N/A
Preferred Name	N/A	N/A
DOB	N/A	N/A
Age	N/A	N/A
Gender	N/A	N/A
Email	N/A	N/A
Phone Number	N/A	N/A
Relationship Status	single	couple
Occupation	N/A	N/A
Address	N/A	N/A
Post Code	N/A	N/A

Children Details	Gender	DOB
No children details available

Income	Client	Partner
No Income details available

Home Details
Market Value	N/A
Loan Balance	N/A
Repayments	N/A
Frequency	N/A
Total Annual Repayments	N/A

Lifestyle Assets	Client	Partner
Cars	N/A	N/A
Household Contents	N/A
Boat	N/A
Caravan	N/A

Credit Cards	Client	Partner
No Credit card details available

Personal Loan	Client	Partner
No Personal loan details available

Financial Assets	Client	Partner
Bank/Offset Accounts	N/A	N/A
Term Deposits	N/A	N/A
Super	N/A	N/A
Account Based Pension	N/A	N/A
Shares/ETFS	N/A	N/A
Managed Funds	N/A	N/A