Client Resources

Below we have provided individual links which contain the specified document per each of our advisers, please click on the form you are after to download a copy - If there is a form you are after which is not listed below please click the contact hyperlink to submit a request to our friendly team who will assist you with what you are after.  Contact us.

Financial Services Guide (FSG)
Client Profile Questionnaire
Change of Adviser (COA)
Information Release Forms
Risk Profile Questionnaire
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

 

© 2016 by The Life Office

  • Black Facebook Icon

Wissam Abou-Eid, Abou-Eid Enterprises No.2 Pty Ltd ABN 31 250 995 960, Mohammed Abou-Eid, Insurance Management Advice Pty Ltd ABN 33 119 011 577, trading as The Life Office are Authorised Representatives of Count Financial Limited (Count).

ABN19 001 974 625 Australian Financial Services License Number 227232, Count is 85% owned by CountPlus Limited CAN 126 990 832 (CountPlus) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490.