Design Financial Advisory
Insurance Pre-Assessment Questionaire
Please click on the link below and follow the prompts to complete your details. These questions should not take longer than ten minutes to complete and will allow us to gather some information to assist us with sourcing potential insurance coverage for you.
Note that this is a secure web form to ensure the privacy of your details. Please refer to our Privacy Statement for further information on how we store and treat your details.
Design Financial Advisory provides valuable outcomes to all of our clients, every time. We maintain our knowledge and expertise to the highest standard. We pride ourselves on working closely with our clients, so that they can achieve their goals and start living the life they want.
Contact
1/ 776 Canning Highway
Applecross WA 6153 Australia
Phone: (08) 6263 9933
Email: support@dfadvisory.com.au
Financial Planning services are provided by Design Financial Advisory Pty Ltd ABN 38 601 905 266, a Corporate Authorised Representative (ARN 465713) of Design Advisory Group Pty Ltd AFSL 492049, ABN 65 614 217 819. View our
Design FSG & Privacy Policy
and
Design Advisory Group Public Complaints Policy.
Accounting and Taxation services for self-managed superannuation fund (SMSF) clients are provided by Design Financial Advisory Pty Ltd. Our liability is limited by a scheme approved under Professional Standards Legislation. Further information on the scheme is available from the Professional Standards Councils’ website:
https://www.psc.gov.au.
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General Privacy Information & Disclaimers.