Introductory Appointment Documents
Congratulations on taking the first step in your Financial Planning journey
The below documents are a mix of general information documents and forms for completion, to help aid in our financial advice process.
We urge you to read the General Information documents prior to our upcoming meeting. With respect to the the Authority to Access forms, these can be completed during our initial meeting; however, should various parties not be attending this meeting, forms to be printed and signed and brought along to your initial meeting.
Should you have any questions, please do not hsitate to contact our office at 03 5443 7220.
Financial Services Guide & Adviser Profile
(General Information)
The Financial Services Guide (FSG) provides you with an overview to the Financial Planning Process and other important information about our Licencee (Synchron) and your Adviser - Janine.
Adviser Profile - Janine McLean
Articles and Insights
From time to time we share updates and articles to help educate and keep you informed. Some of these articles may appear in our Quarterly Wrap Newsletter; however, not all.
You can view this page on our website via the Additional Information Tab above.
Welcome Pack
(General Information)
Our Welcome Pack provides you with a quick overview of Agri Plus, our advice process, documents to bring to your inital meeting and how we charge for our services
ATO Portal - Accessing Income Details
This is a step by step guide on how to access your annual income details, as reported to the Australian Tax Office (ATO), using your MyGov Portal.
ATO Portal - Accessing Superannuation Details
This step by step by step guide provides you with an overview of how to access your relevant superannuation plan details.
Centrelink - How to Add a Nominee
This guide provides you with the steps required to be undertaken in order to ad Agri Plus Financial Group as the Authorised Nominee in regards to your Centrelink records.
Authority to Access Forms
(Forms for signing)
Authority to Access Forms enable our office to gain access to your investment and/or superannuation assets and Insurance policies in order to undertake research and analysis on existing products.
If you have time, please print and complete these forms and bring signed to your initial meeting.
Alternatively, copies will be available for signing at our initial meeting.
Investment & Superannuation
Insurance
Securely upload documents to Agri Plus Financial Group
You can now securely upload personal and confidential documents direct to Agri Plus without the need to send via email. Please click on the image below to access our upload portal.
