To arrange an obligation free meeting
please contact us:

Phone:1300 887 528
(or +61 3 9041 8893 for overseas callers)
Fax:03 9041 8910
Email:info@mdfinancial.com.au
Postal:PO Box 240, East Kew Vic 3102
Street:Suite 6, 189-191 Balaclava Road, North Caulfield Vic 3161

What to bring along to the meeting:

  • Last tax return/s
  • Last annual statements from your respective super fund/s
  • Bank account balances
  • Any investments you may hold outside of super
    (e.g. shares, managed funds, investment properties)
  • Personal insurance policies
  • Details of loans and/or liabilities
  • Income & Expenditure details
    (click here to use our Budget template)
  • Copy of Power of Attorney
  • Centrelink income and assets statement
  • Rates notice for principal residence (and/or investment properties)

MD Financial Planning Pty Ltd is a Corporate Authorised Representative
(No. 432861) of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680
Australian Financial Services Licence Number: 246638

Address:Level 3, 29-33 Palmerston Crescent, South Melbourne Vic 3205
Phone:03 9209 9777
Fax:03 9209 9731