Call 
To arrange an obligation free meeting
please contact us:
| Phone: | 1300 887 528 (or +61 3 9041 8893 for overseas callers) |
| Fax: | 03 9859 4504 |
| Email: | info@mdfinancial.com.au |
| Street: | 2004 Malvern Road, Malvern East VIC 3145 |
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 8, 525 Flinders Street, Melbourne VIC 3000 |
| Phone: | 03 9209 9777 |
| Fax: | 03 9209 9731 |
