Data Sheets

To make an informed decision about your financial future, you need to see yourself on paper.

Take the time to fill out a Data Collection Form and make an appointment with a Financial Adviser.

Data Collection Form (492 KB; Microsoft Excel format)

Click above for the Microsoft Excel version of the form. if you have Excel you can fill this in on your PC and print out. Alternatively you can simply print out and complete by hand.

All forms should be posted to:

P.O. Box 115
9 Sherwood Rd Toowong
PO Box 115 Toowong Q 4066

Tax Information Worksheets

Click on the links below to download our Tax Checklist Downloads

General Form (165 KB; Adobe Acrobat PDF format)

Trading as FTS Securities Pty Ltd (ABN 23 060 655 978) being Corporate Authorised Representative of Financial Technology Securities Pty Ltd (ABN 48 097 317 069 ), Australian Financial Services Licence No. 300219 , may receive fees, brokerage and/or commissions in connection with a recommendation. Fees, Brokerage or Commissions and any other interests will be disclosed when a specific recommendation is made to an individual after consultation with our Financial Advisers.

Disclaimer: While we have taken care that the information contained on this website is correct at the time of inclusion, it is of a general nature only and should not be considered personal advice as we have not taken any of your personal details into consideration.