Warrant of Financial Fitness (WoFF)
To help us better understand your current situation, please complete this form as accurately as possible. The more information and detail you can provide the sooner we are able to provide your free assessment.
Advisor/Consultant: Alesana Talopa'u
PRIVACY
Confidential
An advisor making a financial recommendation must have a reasonable basis for making that recommendation. That means that the Advisor must conduct an appropriate investigation as to the financial goals, financial situation and particular needs of the person/s concerned and any recommendations must take these into account. The information requested in this assessment is sought to enable a recommendation/s to be made on a reasonable basis and will be used for that purpose.
Although you are free to elect products yourself, it is strongly advised that you give full and complete information to enable provision of a suitable recommendation. The information will be retained by the Advisor in order to provide an on-going service to you.
WARNING
If you do not provide part or all of the information requested, it may not be possible to fully assess your financial needs and objectives. This may result in you financially committing yourself to a product that may not be appropriate to your needs and/or circumstance.
STORAGE
The information is being collected by the Adviser. It will be held by the Adviser and can be accessed at the address on the Adviser’s Disclosure Statement
ACCESS
You have the right under the Privacy Act 1993 to obtain access to and to request correction of any personal information about you held by the Adviser.
