It's important that before you meet with one of our Financial Advisers, Superannuation or Risk Specialists that we know a little about your situation.  This makes the exchange more valuable and helps us get to know you better.  Please complete the questionnaire below and forward to your Adviser prior to your appointment . . . only through great communication can we provide a blueprint to your financial success. Before we meet, we'll provide you with a welcome pack of information and ask you to complete some information about you so that we have a point from which to start.  Our first meeting is absolutely complimentary.  Once we are on the same page, we follow the Advice Process below to meet your needs, produce your plan and establish a long term ongoing relationship with you.

The Advice Process [108 Kb]
Find out exactly how we do business

Lifestyle Financial Questionnaire [154 Kb]
This short questionnaire forms a starting point for discussions between you and your new Parkside InvestorPlus Adviser. Please forward to Parkside before you have your first meeting.

Risk Profile Questionnaire [49 Kb]
Complete this Questionnaire so that your Parkside Adviser can correctly identify your level of investment risk.

Client and Adviser Declaration [36 Kb]
To be signed by Adviser and Client prior to work commencing

Privacy Declaration [163 Kb]
This outlines our privacy policy and what we will do with information that you provide to us.

Financial Services Guide [60 Kb]
Current Financial Services Guide