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
F001 – Financial Planning Client Data Collection Form
The Financial Planning 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.
Guides and Procedures
G001 – Financial Service Guide and Privacy Policy (version 15.6)
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. Our Privacy Policy is also embedded in this document for your reference.
G002 – Lending Credit Guide, Privacy Disclosure Statement and Consent Form
This Credit Guide contains important information about us, the services we provide and the activities of the credit representative operating under our credit licence.
G010 – PTA Complaint Resolution Procedure
This document provides the necessary steps to follow when dealing with the complaints and the resolution process
Planners / Templates
PTA Budget Planner
Budget Planner template