Privacy waiver form

I authorise organisations to share my financial information with my Financial Mentor on request so they can provide me with appropriate financial capability and budgeting advice (required).

I authorise my Financial Mentor to access on my behalf my credit information held with credit reporting agencies and the credit reporting agency to disclose my credit information to my Financial Mentor (optional).

I intend that this authorisation satisfies the requirements of the Privacy Act 2020 (required).

First Name(s)(*)

Last Name

E-mail(*)

Client Date of Birth:

Joint Client (if applicable)

Joint Client First Name(s)

Joint Client Last Name

Todays Date

This agreement expires 12 months from the above date or earlier on