About your personal financial profile
It is a requirement of our Financial Services License, which is issued by the Australian Securities and Investments Commission (ASIC), to ensure that we know your situation before giving any financial advice. The information contained within will allow your Financial Adviser to tailor financial advice for your individual situation, your risk profile and your goals
Completing the information will also assist you to clarify your financial situation and prepare your records for a detailed financial review. The PFP is a confidential document and this information is stored in a secure area. It is only available to your Financial Adviser and is not used for any purpose other than supporting you with your financial planning.
How to complete your personal financial profile
1. Use the download link below to download the form.
2. Fill in the form and return your completed and signed form to the Reply Paid postal address or to the fax number on the form. If you have received the form electronically you must print it out and sign it before sending it to us by mail or by fax.
Download personal financial profile form
Ready to get started?
If you're new to Hudson Financial Planning, get started by booking a consultation and ask about a free financial health check. Or if you're already a member, you can request a consultation with your adviser. Ask about services:
- Financial Planning
- Hudson Insurance
- Hudson Finance
We teach that anyone with some fundamental knowledge, basic skills and a little self-discipline can become wealthy - without taking unrealistic risks.
What our members say ...I have been a Hudson Member since 1997 and I just wanted to say a big thank you to Hudson for their help over the past 15 years. When I joined, we had lots of bad debt and Hudson taught me about good debt – I did not know there was such a concept. Hudson educated me to make decisions with confidence about investing which I would never have been able to do on my own – investing large amounts of money in your first property is a big step! Hudson have helped me steer a steady course in shares and property and taught me how to use the tax system to my advantage. An important aspect of my time as a member of Hudson is that I have spent 12 of my 15 years of membership in the UK and it has worked just as well as if I was in Brisbane itself. I know my finances would look a lot different today if I did not join all those years ago. Special mention to Matthew Kerr.
Happy birthday and thank you!