Client Questionnaire

Please answer the questions as openly and as honestly as you can as it will allow us to better understand what you need and what your concerns are. Some useful sources of information are last year's tax return, superannuation member statements, bank and credit card statements. Please complete as much of this Client Questionnaire as possible and return it to our office prior to your appointment. This will allow us to prepare for our meeting so we can use our time together effectively.

Your Details

	Client 1	Client 2
Title	Select Mr Mrs Ms Miss Master Dr	Select Mr Mrs Ms Miss Master Dr
Given Name(s)
Preferred Name
Surname
Gender	Select Male Female	Select Male Female
Marital Status	Select Single Defacto Married	Select Single Defacto Married
Date of Birth
Health	Select Poor Good Excellent	Select Poor Good Excellent
Dependants (Names/Ages)
Occupation
Employer

Submit