Page 3 - Client Review Report Redacted

Advice Review

This document details information about you which we have on record as at 03 October, 2024

Personal details

Preferred name Redacted
Date of birth Redacted
Age 80 years
Relationship Widowed

Postal address Redacted

Preferred phone Redacted
Email Redacted
Preferred contact method
Tax resident of Australia Resident
Country of residence: Australia
Estate Planning

Redacted
Do you have a valid Will? Yes

Power of attorney
Employment

Redacted
Occupation
Employer Retired
Employment type Retired