Gold Coast Financial Advisers

Client Resources 📁

Below you’ll find important documents, guides and forms you may need before or during the financial advice process.
All downloads open in a new tab for convenience.

📄 Wealth Today FSG – Part 1 (v5.1)

👤 Adviser Profile – Trent Sampson (v5.0)

📝 Fact Find – FNA v17 (Fillable)

🔐 Authority to Disclose Information

Important Information 📄

GCFA Pty Ltd trading as Gold Coast Financial Advisers.
GCFA Pty Ltd is a Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd AFSL 340289.

Please refer to our Financial Services Guide (FSG) and Adviser Profile(s) for full details of services, fees and commissions.

Contact Us 📞

Office: 5/64 Siganto Dr, Helensvale QLD 4212
Phone: 07 5655 6194
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Client Resources — Overview

This page provides general information to help clients understand the topic of Client Resources. It is written as general guidance only and is not personal advice.

What this page covers

Common terms and how they are typically used
Typical cover sections and optional features (where applicable)
Common exclusions and practical considerations
Questions to prepare before requesting advice or a quote

Common questions

What information is usually needed to assess this type of cover?
How do sums insured and limits typically work?
What are common exclusions to be aware of?
What documents should be kept for claims or evidence?

Next steps

If you would like help confirming what cover options may be suitable in your situation, you can submit an enquiry and we will follow up. We can also help you identify what information is needed for underwriting.

Site: Gold Coast Financial Advisers

See the overview: https://www.goldcoastfinancialadvisers.com.au/

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