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Financial Counsellors

Working together for better customer outcomes

Information for Financial Counsellors

We have a dedicated team of specialists who work in partnership with Financial Counsellors to achieve better customer outcomes.

Contact the team:

1800 685 844

International call: +61 8 8177 6025

Monday – Friday 8.30am-6.00pm (AEST)


Useful Forms for Financial Counsellors:

Financial Counsellor Authorisation Form (PDF 70KB)

Statement of Financial Position (PDF 106KB)

Authorised Third Party Form (PDF 53KB)