General
Client Profile (Short Form)
This document is the basis of our financial advisers’ recommendations as it illustrates your current situation and future aspirations.
Your Financial Services Guide
This document illustrates the financial services being offered by us, the fees charged, and how we deals with customer complaints and whom we can disclose your personal information to, and the process of collecting, using and disclosing your personal information.
Estate Planning
Insurance
Understanding Business Insurance
Gearing & Investment Planning
Understanding Wealth Accumulation (Non-Super)
Superannuation
ATO Standard Choice Form
This form sets out an employee option to nominate their own superannuation fund, according to Superannuation Guarantee started in July 2005.
ATO Superannuation Transfer Form
This form will allow CCA Financial Planners to consolidate all your superannuation in your appropriate superannuation fund.
Authority to Provide Information
The form will give our office the authority to access information regarding your existing superannuation policies.
Understanding Retirement Income
Understanding Self Managed Super Funds
Understanding Investment Concepts
Social Security
