Page 3 - Statement of Advice
P. 3
What you have told me
Personal Details
Description Barry
Age 65
Date of Birth 1 January 1952
Marital Status Married
Australian Tax Resident Resident
Resident Status Permanent Resident
Employment Status Retired
Preferred Address 123 Sesame Street Melbourne VIC 3000
Superannuation Summary
Description Owner Type Current Value
B Doe Superannuation Fund Barry Accumulation $210,351
B Doe Superannuation Fund Barry Pension $1,600,000
Total $1,810,351
