Client Resources
For Prime Time Advisory clients, we’ve assembled the most requested guides, info, and downloadable forms on this page.
Need more help?
Give us a call at 03 9894 3449 or email administration@primetimeadvisory.com.au
Forms
Client Data Collection Form Financial Planning
This document, called a Client Data Collection Form, is designed to collect the information necessary for Prime Time Advisory Pty Ltd Advisers to best provide you with the advice and recommendation made in your best interest. Based on Corporate Law, the recommendations made to clients are consistent with the person’s financial needs and objectives and have a reasonable basis. The adviser will therefore rely on the information that is provided by the client and will assume details provided are current and accurate. Please provide as much information as possible when completing this form and bring any relevant statements and documentation to your initial appointment.
Procedure
PTA Complaint Resolution Procedure
This document is intended for providing accessible to make and request complaints/resolution
PTA Financial Service Guide and Privacy Statement (version 14)
The purpose of this Financial Services Guide (FSG) is intended to inform you of certain basic matters relating to our relationship with you and how we can help you, prior to us providing you with a financial service.
Planners / Templates
PTA Budget Planner 2021
Budget Planner template
