Burvill Financial Pty Ltd ABN 70 610 034 921 is a Corporate Authorised Representative

of Symmetry Group Pty Ltd ABN 46 159 449 368 | AFSL 426385

Initial meeting

 

Introduction

 

Thank you for visiting my initial meeting page. My name is Brendon Burvill and I'm authorised to provide financial planning advice to individuals and their families and friends.

The process

Initially, we discuss your financial ambitions for the future. The information gathered will allow me to assess your situation and recommend solutions appropriate for you.

Before disclosing any personal information, it's important to review my Financial Services Guide. It confirms who I represent (you), the services I can provide, the strategies and products I'm qualified to recommend, how your details are secured, how I'm paid and who to contact if you have any concerns.

But before we reach these steps, we need to confirm how I can help.

Meetings

In person or by phone & screen sharing

 

A good way for us to confirm if I can help is by meeting at our Bridgetown office. 

 

If this isn't possible, we can conduct a virtual meeting. We can discuss your situation over the phone and at the same time I can share my computer screen on your browser. That way it's like you're in the office with me.

 

You can book a meeting directly into my diary with the Book online feature.

 

There is no charge for the initial meeting.

 

Preparation

 

To make the most of our time, it's helpful for me to get a better understanding about you before the meeting with the information contained in the following form. It doesn’t include any specific personal information, just the headings we'll be discussing.

 

I look forward to speaking with you soon.

Brendon