Client questionnaire phone appointment form | Sunsuper Skip Navigation

Client questionnaire phone appointment form

Please complete and submit this form prior to your appointment.

Sunsuper Financial Advisers can only provide personal advice about your interest in the Sunsuper Superannuation fund.1

If you are seeking specific non-Sunsuper or more complex advice, we can arrange a referral with a specialist advice partner (fees may apply).2

APPOINTMENT DATE AND TIME

Please confirm your appointment date and time (refer to your confirmation email).

If your appointment has not been confirmed, please contact us on 13 11 84 before completing this form.

PERSONAL DETAILS

Find member number

 

Gender

 

Member income

Do you have a partner?

PARTNER DETAILS

*Please make a selection if applicable - whether your partner is a Sunsuper member or not.

Find member number

 

 

Partner income (if applicable)

Children or other dependants