Completing the Client Profile Form is the first essential step to begin the journey of achieving your life’s financial goals. This form allows us to analyse where you are now in terms of your finances and where you want to get to. The form will take approx 20 minutes to fill in if you have all the required details at hand.

You will need the following information to complete the form:

• Details of Gross Income [salary and bonuses, work benefits such as car, rental income, dividend income, pension or other income]
• Details of Expenditure [how much tax did you pay last year, mortgage repayments, rent, utilities, entertainment, school fees etc]  
• Details of Assets [Type/Name/Number E.G  Shares Telstra 400]
  
• Details of Liabilities [Type/Provider/Interest Rate/ Security E.G Mortgage, ANZ, 7.37%, Home]
• Details of Associated Entities [Structure/Name/Interest For E.G SMSF/ J Citizen Super Fund/90%]
• Details of Insurance [Insurance Provider/Policy Type/Amount Insured/Premium For EG MLC/Income Protection/$3000 p.m/$55 p.m]
• Details of Professional Advisers [Property Managers/Accountants/Solicitors]

If sections do not apply to you just indicate with $0 or NO. You can start the form and save the partially completed form at any point and come back to it when you have the details required.  

Once completed, a representative from Centrepoint Asset Management will contact you to discuss options with you. We're here to help; if you have trouble filling out some details in the form a representative can assist you after the form has been submitted to Centrepoint.

Your information will always be treated with the utmost confidentiality and respect. It will not be passed on to any third party without your prior approval and acknowledgement. To view the our full privacy poilcy please click here

Please click here to continue to the form >