Home
Wealth Services
Family Office Services
Financial Planning
Investment Advice
Debt Advice and Mortgage Brokering
Insurance Advice
Succession and Estate Planning
Corporate Finance Advice
Investment Opportunities
Global Investment Options
Multi-Manager Alpha Strategy
Superannuation and Investment Accounts
About Us
About Us
Community
Global Partnerships
Join Cashel Family
Insights
Client Login
Useful Links
Privacy Policy
Conflicts of interest policy
Forms
Home
Wealth Services
Investment Opportunities
About Us
Insights
Client Login
Family Office Services
Financial Planning
Investment Advice
Debt Advice and Mortgage Brokering
Insurance Advice
Succession and Estate Planning
Corporate Finance Advice
About Us
Community
Global Partnerships
Join Cashel Family Office
Global Investment Options
Multi-Manager Alpha Strategy
Superannuation and Investment Accounts
Enquire Now
03 9209 9000
Preamium
Hub24
Personal Insurance Needs Analysis
Risk and Insurance Needs Fact Find
Your Details
Name
*
First
Last
Date of Birth
*
DD slash MM slash YYYY
Gender
*
Male
Female
Marital Status
*
Single
De-facto
Married
Separated
Divorced
Widowed
Email
*
Mobile Number
*
(including country code)
Employment Status
*
Full-time
Part-time
Casual
Self-employed
Unemployed
Domestic duties
Retired
Smoking Status
*
Yes
No
Health
*
Excellant
Good
Average
Poor
Australian Tax Resident
*
Yes
No
Insurance Goals and Objectives
What are your goals from your objectives from your personal insurances?
Repay all my outstanding debts against my family home
To repay all my investment debts
Repay the outstanding leases on my cars
Pay for the private school education of my children
Provide for cost of care for my children until age 21
Provide funding for my family to maintain their current lifestyle
Provide funding for my partner to retire with a comfortable lifestyle
Your Partner's Details
Partner's name
*
First
Last
Partner's Gender
*
Male
Female
Partners Date of Birth
*
DD slash MM slash YYYY
Partner's Email
Partner's Mobile Number
Partners Employment Status
*
Full-time
Part-time
Casual
Self-employed
Unemployed
Domestic duties
Retired
Smoking Status
*
Yes
No
Health
*
Excellant
Good
Average
Poor
Australian Tax Resident
*
Yes
No
Residential Address
Residential Address
*
Street Address
Address Line 2
City
State / Province / Region
Postcode / Zip
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Family
Knowing your family situation will enable us to provide personalised advice to your needs.
Do you have any children?
*
No
Expecting
1
2
3
4
5 or more
Name, DOB, and Gender of Each Child
Please add a row for each.
Name
Relationship
DOB
Gender
Financially Dependent Until 18 or 21?
Children Education
Understanding your education intention with regards to your children will aid in modeling your budgeting and insurance needs.
If you intend to send your children to childcare, what age will you send them?
N/A
3 months
6 months
12 months
24 months
How many days a week will they attend childcare?
N/A
1
2
3
4
5
If you intend to send your children to pre-school, at what ages will you send them?
N/A
3 years old
4 years old
What type of primary school will you send them to?
Government
Systemic/Catholic
Private
Unsure
Not required
What type of secondary school will you send them to?
Government
Systemic/Catholic
Private
Unsure
Not required
Do you intend to pay for their university/tertiary education?
Yes
No
Unsure
Not required
What accommodation do you anticipate for you child/children during university/tertiary education?
Stay at home
Private/Shared accommodation
Hall/College
Extended family
Not required
Monthly Living Expenses
Please provide your monthly living expenses.
Monthly Basic Housing & Property Expenses?
Monthly Communication and Media Expenses?
Monthly Food and Groceries Expenses?
Monthly Recreation and Entertainment Expenses?
Monthly Clothing and Personal Care Expenses?
Monthly Medical and Health Expenses?
Monthly Transport Expenses?
Monthly Education and Childcare Expenses?
Monthly Insurance Expenses?
If renting, what is your weekly rental amount?
Do you have any major expenses other than education, debt or general living expense?
Examples may include major holiday, wedding and child support from previous relationships.
Yes
No
What would the annual costs be?
Retirement
Knowing your retirement plans will aid us in modeling you requirements your financial needs
What age would you like to retire?
*
Under 55
55
60
65
75 and Over
What age would your Partner like to retire?
*
Under 55
55
60
65
75 and Over
What lifestyle would you like in retirement?
Luxury
Comfortable
Modest
On a Pension
Maintain current cost of living
Estate Planning
Providing details on your Estate Plan will enable us to understand your intention and be aware of this when reviewing interlinking documents.
Do you have a Will?
*
Yes
No
Has your will been updated in the last 3 years?
*
Yes
No
Holding Structures
Providing a summary of your holding structures will let us understand you asset and tax planning structures.
Do you have Companies, Partnerships, or Trusts that currently or may hold investments for you and your family?
Yes
No
Provide details of Trusts and Companies
Please add a row for each Trust (and its Trustee) or Company that you use to invest or hold assets in.
Trust/Company Name
Trustee Name (If applicable to a Trust)
Directors
Purpose and Assets it Holds.
Debts
Please provide details of your debts.
Do you have any Home, Investment or Business loans?
Yes
No
Please provide details on Home or Investment loan(s)
Provider
Current Balance ($)
Loan Terms (Years)
Interest Rate (%)
Monthly Repayments ($)
Do you have car loans?
Yes
No
Please provide details on your car loan(s)
Provider
Current balance ($)
Interest rate (%)
Balloon payment amount ($)
Date balloon due
Do you have any other debt?
Yes
No
Please provide details on any other debts, including ATO debts
Creditor/Lender
Current balance ($)
Monthly Payments($)
Interest Only or Interest and Principle
Super Details
Do you have a Self Managed Super Fund (SMSF)?
*
Yes
No
What is the name of your SMSF?
*
Who are the members in the SMSF and their member balance?
*
Member Name
Member Balance
Do you have multiple superannuation funds?
Yes
No
Unsure
What retail super fund do you currently use?
*
Unsure
AMP Superannuation
AUSCOAL Superannuation
Aracon Superannuation
Australian Ethical Superannuation
Australian Executor Trustees
Australian Meat Industry Superannuation
AustralianSuper
Austsafe
AvSuper
Avanteos Investments
BT Funds Management
BUSS (Queensland)
CARE Super
CSF
Challenger Retirement and Investment
Christian Super
ClearView Life Nominees
Club Plus Superannuation
Colonial First State Investments
Colonial Mutual Superannuation
Electricity Supply Industry Superannuation (QLD)
Energy Industries Superannuation Scheme
FSS Trustee Corporation
Fiducian Portfolio Services
First Super
Guild Trustee Services
H.E.S.T.
Host-Plus
I.O.O.F. Investment Management
IFM Investors (Nominees)
IS INDUSTRY FUND
Industry Funds Investments
Kinetic Superannuation
L.U.C.R.F.
Legal Super
MAP Funds Management
Macquarie Investment Management
Maple-Brown Abbott
Maritime Super
Media Super
Motor Trades Association of Australia Superannuation Fund
N. M. Superannuation
NESS Super
NGS Super
NSF Nominees
Netwealth Investments
Nulis Nominees (Australia)
Oasis Fund Management
OnePath Custodians
Perpetual Superannuation
Prime Super
Quadrant Superannuation
Questor Financial Services
Rei Superannuation Fund
Retail Employees Superannuation
SCS Super
Sandhurst Trustees
State Super
Sunsuper
Super Members Investments
T W U Nominees
TAL Superannuation
Tasplan
Telstra Super
Unisuper
United Super
Vicsuper
WA Local Government Superannuation
Westpac Securities Administration
Don't know
Other
What is the name of your super fund?
*
What is the approximate balance of your super fund?
*
Does your partner have multiple superannuation funds?
Yes
No
Unsure
What retail super fund does your partner currently use?
*
Unsure
AMP Superannuation
AUSCOAL Superannuation
Aracon Superannuation
Australian Ethical Superannuation
Australian Executor Trustees
Australian Meat Industry Superannuation
AustralianSuper
Austsafe
AvSuper
Avanteos Investments
BT Funds Management
BUSS (Queensland)
CARE Super
CSF
Challenger Retirement and Investment
Christian Super
ClearView Life Nominees
Club Plus Superannuation
Colonial First State Investments
Colonial Mutual Superannuation
Electricity Supply Industry Superannuation (QLD)
Energy Industries Superannuation Scheme
FSS Trustee Corporation
Fiducian Portfolio Services
First Super
Guild Trustee Services
H.E.S.T. Australia
Host-Plus
I.O.O.F. Investment Management
IFM Investors (Nominees)
IS INDUSTRY FUND
Industry Funds Investments
Kinetic Superannuation
L.U.C.R.F.
Legal Super
MAP Funds Management
Macquarie Investment Management
Maple-Brown Abbott
Maritime Super
Media Super
Motor Trades Association of Australia Superannuation Fund
N. M. Superannuation
NESS Super
NGS Super
NSF Nominees
Netwealth Investments
Nulis Nominees (Australia)
Oasis Fund Management
OnePath Custodians
Perpetual Superannuation
Prime Super
Quadrant Superannuation
Questor Financial Services
Rei Superannuation Fund
Retail Employees Superannuation
SCS Super
Sandhurst Trustees
State Super
Sunsuper
Super Members Investments
T W U Nominees
TAL Superannuation
Tasplan
Telstra Super
Unisuper
United Super
Vicsuper
WA Local Government Superannuation
Westpac Securities Administration
Don't know
Other
What is the name of your partners fund?
What is the approximate balance of your partner's super fund?
Assets
What is your current Cash at Bank?
*
Do you (and your partner if applicable) own any real estate?
*
Including real estate that may be mortgaged or owned outright in your own names or through your holding structures.
Yes
No
Please provide details of any real estate you, your partner or any companies and trusts you control own
*
Real Estate Address
Owner
Weekly Rental (If Applicable)
Estimated Value
What is value of your (and your partners if applicable) home contents value?
*
Do you have a car(s)?
*
Yes
No
Please provide details for each car that you own:
Rego Number
Year
Vehicle Make and Model
Owner
Estimated value
Do you have shares in (A) any companies or (B) other major assets?
Yes
No
Please provide details:
Asset Name
Owner
Total Value
Income Estimate
Understanding your income enables us to provide advice on budgeting, wealth creation, debt and insurance.
What is your annual fixed salary (gross pre-tax)?
*
What is your annual bonus income (gross pre-tax)?
What is your annual regular overtime income?
What is your annual rental income?
What is your annual dividends/investment income (grossed up for franking credits)?
What is your annual trust distribution/other income?
What is your annual government assistance income?
Do you expect this to change in the future?
Yes
No
Please comment on any changes you are expecting
What is your employer's name?
*
What is your job title?
Does this require a specific qualification?
Number of years worked in this occupation?
Partner's Income Estimate
Do you know your partner's income details?
Yes
No, please email and contact my partner to verify
What is your annual partner's base income?
*
(if none, enter 0)
What is your partner's annual bonus income?
(if none, enter 0)
What is your partner's annual regular overtime income?
(if none, enter 0)
What is your partner's annual rental income?
(if none, enter 0)
What is your partner's annual Dividend/Investment Income, or Trust/Other Income?
(if none, enter 0)
Do you expect this to change in the future?
Yes
No
What do you expect to change?
What is the name of your partner's employer?
*
What is your partner's job title?
Does this require a specific qualification?
Number of years worked in this occupation?
Self Employed
Business name
ABN
Type of business
Person
Couple
Sole Trader
Partnership
Trust
Beneficiary
Company
Company as Trustee of a Trust
Accountant's name
Accountant's phone number
What is your shareholding of the business?
(Please enter a percentage.)
In the last financial year, what was the Net Profit Before Tax for your self employed entity?
(optional)
Life, Permanent Disability or Trauma Insurances
Do you have Life, Permanent Disability or Trauma Insurance?
Yes, please refer to the below details.
Unsure
No.
Who is the Life and Permanent Disability Insurance provider?
AIA Australia Limited
Allianz Australia Life Insurance Limited
AMP Life Limited
Challenger Life Company Limited
ClearView Life Assurance Limited
Colonial Mutual Life Assurance Society Limited (The)
Combined Life Insurance Company of Australia Ltd
General Reinsurance Life Australia Ltd
Hallmark Life Insurance Company Ltd.
Hannover Life Re of Australasia Ltd
H C F Life Insurance Company Pty Limited
Macquarie Life Limited
MetLife Insurance Limited
MLC Limited
Munich Reinsurance Company of Australasia Limited
OnePath Life Limited
Pacific Life Re (Australia) Pty Limited
QBE Life (Australia) Limited
QInsure Limited
RGA Reinsurance Company of Australia Limited
SCOR Global Life Australia Pty Limited
St Andrew's Life Insurance Pty Ltd
St. George Life Limited
Suncorp Life & Superannuation Limited
Swiss Re Life & Health Australia Limited
TAL Life Limited
The National Mutual Life Association of Australasia Limited
Westpac Life Insurance Services Limited
Zurich Australia Limited
Please provide the Life Insurance Coverage Amount.
Please provide the Total Permanent Disability Insurance Coverage Amount.
Please provide the Trauma Insurance Coverage Amount.
If you passed away how many days domestic support would your partner need (i.e. gardening, caring for children)?
Does your partner have Life, Permanent Disability or Trauma Insurance?
Yes, please refer to the below details.
Unsure
No.
Who is your partner's Life and Permanent Disability Insurance provider?
AIA Australia Limited
Allianz Australia Life Insurance Limited
AMP Life Limited
Challenger Life Company Limited
ClearView Life Assurance Limited
Colonial Mutual Life Assurance Society Limited (The)
Combined Life Insurance Company of Australia Ltd
General Reinsurance Life Australia Ltd
Hallmark Life Insurance Company Ltd.
Hannover Life Re of Australasia Ltd
H C F Life Insurance Company Pty Limited
Macquarie Life Limited
MetLife Insurance Limited
MLC Limited
Munich Reinsurance Company of Australasia Limited
OnePath Life Limited
Pacific Life Re (Australia) Pty Limited
QBE Life (Australia) Limited
QInsure Limited
RGA Reinsurance Company of Australia Limited
SCOR Global Life Australia Pty Limited
St Andrew's Life Insurance Pty Ltd
St. George Life Limited
Suncorp Life & Superannuation Limited
Swiss Re Life & Health Australia Limited
TAL Life Limited
The National Mutual Life Association of Australasia Limited
Westpac Life Insurance Services Limited
Zurich Australia Limited
Please provide your partner's Life Insurance Coverage Amount.
Please provide your partner's Total Permanent Disability Coverage Amount.
Please provide your partner's Trauma Insurance Coverage Amount.
If your partner passed away how many days domestic support would you need (i.e. gardening, caring for children)?
Income Protection Insurance
Do you have Income Protection Insurance?
Yes, please refer to the below details.
Unsure
No.
Who is your income protection provider?
AIA Australia Limited
Allianz Australia Life Insurance Limited
AMP Life Limited
Challenger Life Company Limited
ClearView Life Assurance Limited
Colonial Mutual Life Assurance Society Limited (The)
Combined Life Insurance Company of Australia Ltd
General Reinsurance Life Australia Ltd
Hallmark Life Insurance Company Ltd.
Hannover Life Re of Australasia Ltd
H C F Life Insurance Company Pty Limited
Macquarie Life Limited
MetLife Insurance Limited
MLC Limited
Munich Reinsurance Company of Australasia Limited
OnePath Life Limited
Pacific Life Re (Australia) Pty Limited
QBE Life (Australia) Limited
QInsure Limited
RGA Reinsurance Company of Australia Limited
SCOR Global Life Australia Pty Limited
St Andrew's Life Insurance Pty Ltd
St. George Life Limited
Suncorp Life & Superannuation Limited
Swiss Re Life & Health Australia Limited
TAL Life Limited
The National Mutual Life Association of Australasia Limited
Westpac Life Insurance Services Limited
Zurich Australia Limited
Please provide the Income Protection Coverage Amount.
Is it held in your super?
Yes
No
Don't know
Does your partner have Income Protection Insurance?
Yes, please refer to the below details.
Unsure
No.
Who is your partner's income protection insurance provider?
Unsure
AIA Australia Limited
Allianz Australia Life Insurance Limited
AMP Life Limited
Challenger Life Company Limited
ClearView Life Assurance Limited
Colonial Mutual Life Assurance Society Limited (The)
Combined Life Insurance Company of Australia Ltd
General Reinsurance Life Australia Ltd
Hallmark Life Insurance Company Ltd.
Hannover Life Re of Australasia Ltd
H C F Life Insurance Company Pty Limited
Macquarie Life Limited
MetLife Insurance Limited
MLC Limited
Munich Reinsurance Company of Australasia Limited
OnePath Life Limited
Pacific Life Re (Australia) Pty Limited
QBE Life (Australia) Limited
QInsure Limited
RGA Reinsurance Company of Australia Limited
SCOR Global Life Australia Pty Limited
St Andrew's Life Insurance Pty Ltd
St. George Life Limited
Suncorp Life & Superannuation Limited
Swiss Re Life & Health Australia Limited
TAL Life Limited
The National Mutual Life Association of Australasia Limited
Westpac Life Insurance Services Limited
Zurich Australia Limited
Please provide your partner's Income Protection Coverage Amount.
Is it held within their super?
Yes
No
Don't know
Health Insurance
Do you have private health insurance?
Yes, please refer to the below details
No
Who is your health insurance with?
ACA Health Benefits Fund
ahm Health Insurance
Australian Unity Health Limited
Bupa HI Pty Ltd
CBHS Corporate Health Pty Ltd
CBHS Health Fund Limited
CDH Benefits Fund
CUA Health Limited
Defence Health Limited
Doctors' Health Fund
Emergency Services Health
GMF Health
GMHBA Limited
Grand United Corporate Health
HBF Health Limited
HCF
Health Care Insurance Limited
Health Insurance Fund of Australia Limited
Health Partners
health.com.au
Latrobe Health Services
Medibank Private Limited
Mildura Health Fund
National Health Benefits Australia Pty Ltd (onemedifund)
Navy Health Ltd
NIB Health Funds Ltd.
Nurses & Midwives Health
Peoplecare Health Insurance
Phoenix Health Fund Limited
Police Health
Queensland Country Health Fund Ltd
Railway and Transport Health Fund Limited
Reserve Bank Health Society Ltd
St.Lukes Health
Teachers Health Fund
Transport Health Pty Ltd
TUH
Westfund Limited
Other
What health coverage do you have?
Basic
Full Coverage
+ Hospital
+ Medical Services & General
+ Pharmaceutical Benefits
+ Ambulance
What is your health insurance monthly premium?
Have you and your partner (if applicable) held continuous private health insurance since your 31st birthday?
Yes
No, I have not held since my 31st birthday
No, I have never held private health insurance
Personal Life Insurance Pre-Assessment Information
Potential Insurance Benefits you wish to apply for or have reviewed?
Life Cover
Total and Permanent Disability Cover
Trauma Cover
Income Protection
Business Expenses
Occupation
Abattoir – supervisor
Abattoir – worker or slaughterer
Accountant
Accounts clerk or bookkeeper
Actor or actress
Actuary
Acupuncturist (qualified Aust registered)
Advertising executive (degree qualified)
Aerobics instructor
Agricultural contractor (established > 3 years)
Agronomist
Air conditioning installer
Alarm installer
Ambulance officer or driver
Amusement parlour or centre
Amway salesperson – full time
Amway salesperson – part time
Anaesthetist
Animal breeder
Animal groomer
Animal shooter
Animal trainer
Announcer – radio or television
Antenna erector
Antique dealer – delivery
Antique dealer – restoration
Antique dealer – sales and office
Apiarist or beekeeper
Aquarium shop worker
Archaeologist – field work
Archaeologist – office only
Architect (qualified)
Armed Services – All ranks (no special hazards)
Armed Services – Navy divers (no special hazards)
Armed Services – Navy submariners
Armoured van driver
Art dealer
Artist – commercial only
Artist – painter or sculptor
Artist supplies shop worker
Asbestos worker
Asphalt layers
Assessor – insurance
Astronomer
Auctioneer
Audiologist, Audiometrist
Auditor (tertiary qualified)
Author
Auto electrician
Aviation industry air traffic controller
Aviation industry aircraft maintenance – refueller, security, unskilled worker
Aviation industry aircraft maintenance – qualified, skilled worker
Aviation industry ground staff – baggage handler or porter
Aviation industry ground staff – cleaner
Aviation industry ground staff – management and clerical
Aviation, agriculture or cattle mustering
Aviation or balloonists – professionals
Aviation or charter (professional pilot)
Aviation instructor
Aviation military pilots and crew
Aviation parachutists – instructors
Aviation parachutists – military (not special air services)
Aviation regular public transport (pilots and crew)
Aviation test pilots
Avon sales person
Baby shop worker
Backhoe, bobcat, bulldozer – others
Backhoe, bobcat, bulldozer – owner or operator est. 3 years
Bailiff
Baker
Bakery - supervisor
Bank, building society, credit union – security staff
Bank, building society, credit union – manager, clerk, teller
Barber
Barrister
Bartender
Battery fitting
Beach inspector
Beautician – salon only
Beautician – working from home or mobile
Bedding store worker
Beekeeper or apiarist
Bicycle store worker
Biochemist
Biologist (no field work)
Biologist, Marine (field work, no diving)
Blacksmith or farrier
Blaster or explosives handler
Blind, awning, screen –
manufacturer or installer
Blind, awning, screen – supervising, quoting (up to 20% light manual only)
Boarding house owner
Boat builder
Boating equipment supply or chandler
Bobcat, backhoe or bulldozer – other
Bobcat, backhoe or bulldozer – owner operator established 3 yrs
Boilermaker
Book shop worker
Bookbinder
Bookkeeper
Bookmaker (licensed)
Bootmaker
Botanist
Bottle dealer
Brassware shop worker
Bread or cake shop worker
Brewing industry – chemist
Brewery – labourer
Brewery – supervisor
Bricklayer
Bricklayer’s labourer
Brickworks employee – unskilled
Builder (qualified)
Builder’s labourer
Building industry – air conditioning installer
Building industry – antenna erector
Building industry – architect
Building industry – backhoe, bobcat, bulldozer others
Building industry – backhoe, bobcat, bulldozer owner, operator est >3 yrs
Building industry – bricklayer
Building industry – bricklayer’s labourer
Building industry – builder’s labourer
Building industry – cabinet maker – qualified
Building industry – carpenter – qualified
Building industry – ceiling fixer
Building industry – cement renderer
Building industry – concrete cutter
Building industry – concrete worker
Building industry – construction supervisor
Building industry – crane operator
Building industry – decorator
"Building industry – demolition worker (no explosives)
Building industry – draftsperson (qualified)
Building industry – drainer
Building industry – earthmovers – others
Building industry – earthmovers – owner operator est. 3 yrs
Building industry – electrician
Building industry – elevator mechanic
Building industry – foreman, supervisor (no manual work)
Building industry – glazier
Building industry – handyman
Building industry – house stumper
Building industry – joiner – qualified
Building industry – labourer
Building industry – lift erector or mechanic
Building industry – painter
Building industry – paver
Building industry – plasterer
Building industry – plumber – other
Building industry – plumber – roof
Building industry – riggers
Building industry – roof worker-tiler, plumber, repairer
Building industry – steel erector or fixer
Building industry – tiler-f loors and walls
Building industry – tiler-roof
Bus driver or conductor – interstate
Bus driver or conductor – local
Business executive (degree qualified, earning net min. $100,000)
Butcher – qualified (no slaughtering)
Butler
Cabinet maker – qualified
Cafe – owner or worker
Cameraman – aviation
Cameraman – other
Cameraman – studio
Cane shop worker
Canvas goods manufacturer
Caravan park owner
Card shop worker
Cardiologist
Caretaker
Carnival – owner or employee
Carpenter – qualified
Carpenter – not qualified, less than 5 years
Carpet layer
Carpet, floor coverings store – sales only
Cartographer
Cashier – financial institution
Cashier – supermarket
Casino (government licensed) – senior management, clerical, cashier
Casino (government licensed) – bar staff, security staff
Casino (government licensed) – croupier
Casino (government licensed) – waiter
Caterer
Ceiling fixer
Chauffeur
Chef
Chemist – industrial, non-hazardous
Chemist – other
Chemist – pharmacy
Chemist shop – pharmacist, shop assistant
Child or day care centre – not working at home – qualified
Child or day care centre – other
China and glassware shop
Chiropodist
Chiropractor – government registered
Chiropractor – other
Circus worker or performer
Cleaner – brick, street, window – city or industrial
Cleaner – cleaner, office, factory or school – carpet suburban home, window – suburban home only
Clergyman
Clerk
Clothing industry – fashion designer (not working at home), management (no manual work), salesperson (no deliveries)
Clothing industry – patternmaker, tailor or dressmaker (shop department store)
Clothing industry – process worker or machinist, tailor or dressmaker working at home
Club employees – bar staff, security staff
Club employees – clerical and senior management
Club employees – waiter
Coffee lounge
Commercial artist
Commercial traveler
Commodity broker
Compositor
Computer industry – analyst, consultant, programmer (degree qualified)
Computer industry - keyboard operator, sales, systems operator/administrator, technician
Computer shop
Concrete worker
Confectionery shop
Cook
Conveyancer
Conveyancer (degree qualified)
Coroner
Correctional Officer
Courier – driver – other
Courier – driver-owner establish 2 years
Courier – motorcycle or bicycle
Crane operator
Crayfisherman
Curator (museum, art gallery, library)
Customs agent – clerical
Customs agent (other than clerical)
Customs officer
Customs officer (field work)
Dance instructor
Debt collector – not repossessions
Debt collector – repossessions
Delicatessen
Demolition worker (no explosives)
Dental hygienist or therapist
Dental nurse
Dental or orthodontic technician
Dentist
Department store – cleaner
Department store – clerical, sales, senior management
Department store – deliveries, storeman
Dermatologist
Diamond cutter, polisher, setter
Die maker
Dietician (qualified and registered)
Disposal store – sales
Diving – construction, bridge, dams, dock, pier
Diving – instructor (professional)
Diving – professional deep sea exploration
Diving – professional – abalone
Diving – professional, military (no bomb disposal) or police
Dock worker or stevedore
Doctor
Draftperson – qualified
Drainer
Drillers (water and mineral sample, not offshore)
Driver – ambulance
Driver – armoured car
Driver – bus – local
Driver – bus – long distance or interstate
Driver – chauffeur
Driver – courier – car, van other
Driver – courier – car, van owner established 2 years
Driver – courier – motorcycle or bicycle
Driver – crane driver
Driver – dairy deliveryman or milkman
Driver – driving instructors
Driver – explosive
Driver – forklift
Driver – garbage collections
Driver – hire car owner or driver
Driver – logging
Driver – petrol or petroleum products
Driver – removalists
Driver – taxi other
Driver – taxi owner driver establish 2 years
Driver – tow truck
Driver – truck and van – local establish 2 years
Driver – truck and van – local other
Driver – truck and van – long distance or interstate
Dry cleaning
Duty free shop worker
Earthmovers – others
Earthmovers – owner operator established 3 years
Economist
Editor – films, newspapers (etc)
Electrical goods retailer – delivery
Electrical goods retailer – light manual
Electrical goods retailer – sales
Electrician
Electronic supply store – sales
Electroplater
Elevator mechanic
Embalmer
Endocrinologist
Engineer (qualified) – offshore or underground inspections
Engineer (qualified) – consulting, office duties minimal site work, no manual work
Engraver
ENT Surgeon
Entertainer
Equipment and plant hire
Estate agent
Explosives worker
Factory hand or worker
Farm employee or labourer
Farm manager
Farm owner (established 2 years) – beef cattle, dairy, grape grower, mixed farming, oyster, poultry, sheep, sugar cane, wheat
Farm owner (established 2 years) – fruit grower, orchardist, market gardener
Farm owner (established 2 years) – harvesting contractor
Farrier or blacksmith
Fast food or take away
Fencing contractor
Fibre glass moulder
Film and TV industry – actor or actress
Film and TV industry – cameraman – aviation
Film and TV industry – cameraman – mainly studio
Film and TV industry – cameraman – other
Film and TV industry – producer, director, editor
Financial consultant or adviser
Financial planner, adviser, agent (tertiary qualified minimum earnings $100,000 net per annum)
Firemen – airport, city, forestry
Firemen – fire chiefs and senior officers
Firemen – oil and natural gas
Fish and chip shop worker
Fisherman
Fishmonger
Fitter
Floor covering fixer
Floor sander
Florist – delivery
Florist – shopkeeper
Foundry
French polisher
Fruit grower or orchardist
Fruit picker
Funeral director
Furnishings retailer (cushions, fabrics, not furniture)
Furniture removalist
Furniture retailer – new – deliveries
Furniture retailer – new – light manual
Furniture retailer – new – sales only
Furniture retailer – used
Furrier
Garbage contractor
Garden shop worker
Gardener – domestic or landscape other
Gas industry – fitter
Gas industry – inspector, meter reader or tester
Gas industry – pipe laying
Gastroenterologist
General surgeon
Geologist – (consultant and office only)
Geologist – mainly field work, including underground or offshore
Gift shop worker
Glazier
Goldsmith, silversmith
Golf instructor (not professional player)
Grape grower
Graphic designer
Greengrocer
Greenkeeper
Grocer
Gunsmith
Gymnasium instructor
Gynecologist, obstetrician
Haberdasher
Hairdresser
Handyman
Hardware retailer
Health food store worker
Home maintenance contractor
Homemaker
Horse breeder
Horse riding – jockey – f lat or harness
Horse riding – jockey – steeple or rodeo (professional)
Horse riding instructor
Horse strapper
Horse trainer
Hospital staff – doctor or laboratory technician
Hospital staff – nurse’s aide
Hospital staff – nurse or nursing sister
Hospital staff – porter or wardsman
Hotel or motel industry – bar staff
Hotel or motel industry – head waiters
Hotel or motel industry – housekeepers or chambermaids
Hotel or motel industry – security staff
Hotel or motel industry – waiters or waitresses
Hotel or motel industry – managers – admin only
Hotel or motel industry – managers – other
House restumper
Hypnotherapist – well established
Ice cream parlour
Importer or exporter – clerical
Inspector (health, buildings etc)
Instrument maker
Insulation installer
Insurance consultant
Interior decorator – consulting only
Interior decorator – other
Interpreter
Investor
Jackeroo
Janitor
Jeweller – manufacture
Jeweller – retail
Jockey – f lat or harness
Jockey – steeple
Joiner – other
Joiner – qualified
Journalist (no unusual hazards)
Judge, Magistrate
Kennel proprietor
Lab technician – non hazardous
Labourer – farm labourers
Labourer – others in regular employment
Landbroker
Landscape architect (degree qualified, no manual work)
Landscape gardener – other
Lawnmower – sales or sales and service
Lawnmowing contractor
Lawyer
Lecturer, Professor, Tutor - full time in university
Librarian
Lift erector or mechanic
Light fittings store worker
Linesman – telephone or electrical
Liquor store worker
Livestock broker, buyer, dealer
Locksmith
Logging – in mill (permanent mill only)
Logging – mobile mill
Logging – tree feller
Logging – tree surgeon
Loss adjuster
Lumber (yard work)
Machinery or equipment hire
Machinist – metal or wood – qualified
Machinist – supervisor (no manual work)
Mail contractor
Management consultant
Manicurist – not working at home
Marina owner
Marine engineer (seaman)
Market gardener
Martial arts instructor
Masseur – other
Masseur – salon only
Meat industry – inspector
Meat industry – supervisor (up to 10% manual work)
Meat packer
Mechanic
Medical practitioner
Merchant banker (degree qualified)
Merchant marine
Metal dealer (scrap)
Metallurgist (office duties only)
Meteorologist
Meter reader (gas or electricity)
Milk bar
Milk vendor
Mining – clerical or executive manager
Mining – explosives handler (surface and underground workers)
Mining – surface or underground worker – other (no explosives)
Mining – surface worker – qualified (no explosives)
Model
Motor cycle – mechanic
Motor cycle – salesman
Motor vehicle – accessories and spare parts sales
Motor vehicle – assembly worker
Motor vehicle – detailer
Motor vehicle – mechanic
Motor vehicle – salesman
Motor vehicle – trimmer
Motor vehicle – wrecker
Moulder
Museum or gallery proprietor
Music teacher – in school, university or college
Musical instrument sales – lifting or deliveries
Musical instrument sales – sales only
Musician
Nanny
Naturopath
Neurologist
Neurosurgeon
Newsagent
Newspaper staff – editor, journalist or reporter (no unusual hazards), office worker
Newspaper staff – photographer or printer
Nurse – enrolled nurse or nurse’s aide
Nurse – intellectual disability
Nurse – mothercraft
Nurse – registered or nursing sister
Nurse – registered
Nurseryman
Occupational health and safety inspector
Occupational therapist
Office equipment – salesman
Office equipment – serviceman
Office supplies or stationer
Office worker
Oil or gas – onshore or offshore worker – other
Oil or gas – onshore or offshore workers – geologists, engineers or lab technician
Oncologist
Opthalmic surgeon
Ophthalmologist
Optical dispenser or mechanic
Optician, optometrist
Orchardist or fruit grower
Orthodontist
Orthopaedic surgeon
Osteopath (well established)
Outdoor supplies retailer (tents, BBQ)
Paediatrician
Paint or wallpaper store
Painter
Panel beater
Park ranger
Parking station attendant
Parking warden
Pastry cook
Pathologist
Patternmaker (industrial eg foundry)
Paver
Pawnbroker
Payroll guard
Periodontist
Personnel consultant
Pest exterminator
Pet shop worker
Pharmacist
Photoengraver
Photographer – aviation
Photographer – mainly studio
Photographer – other
Photographic store worker
Physician
Physicist
Physiotherapist
Piano tuner
Picture framer
Pilot – harbour
Plasterer
Plumber – other
Plumber – roof
Podiatrist
Police – airwing or bomb disposal
Police – other – officers including motorcycle police or special operations group
Police – special operations group
Police – dog squad
Police – superintendents
Post office – counter clerk or manager
Post office – postman or sorter
Potter
Poultry farmer
Printer
Prison warder
Private investigator
Process worker – clothing industry, hazardous industries (eg munitions, acids)
Produce merchant
Professional sportsman
Professor (university)
Psychiatrist
Psychologist
"Pulp and paper mill employees (in mill or yard only)
Quantity surveyor
Quarry worker (no explosives)
Radio and television announcer
Radiographer
Radiologist
Railway worker – driver or guard, signalman, station assistant or station master
Railway worker – railway police, shunter, track laying or maintenance
Railway worker – labourer
Real estate
Receptionist
Record shop worker
Refrigeration mechanic
Rehabilitation consultant (medically qualified)
Removalist
Renal physician
Repairman – office equipment or household appliances
Reporter (no unusual hazards)
Restaurant employees – chef
Restaurant employees – cook or waiter
Restaurant owner – administration only, no cooking or waiting
Restaurant owner – other
Rigger
Roof worker – tiler, fixer or repairer
Rubbish collector
Saddlemaker
Sailmaker
Sales representative, deliveries
Sandblaster
Sawmill worker (permanently located mill only)
Scaffold erector
School principal, Headmaster, Head Teacher
Scrap dealer (metal)
Seaman – navy
Second hand dealer
Secretary
Security guard
Service station – cashier or console operator, mechanic or proprietor
Shearer
Sheet metal worker
Shipwright
Shoe shop (retail sales or not repair)
Shoemaker or repairer
Shopfitter
Shopkeeper – adult books and merchandise
Shopkeeper – antique dealer – delivery
Shopkeeper – antique dealer – restoration
Shopkeeper – antique dealer – sales and office
Shopkeeper – aquarium shop
Shopkeeper – artist supplies
Shopkeeper – baby shop
Shopkeeper – bedding store
Shopkeeper – bicycle store
Shopkeeper – boating equipment supply or chandler
Shopkeeper – bookshop
Shopkeeper – bootmaker
Shopkeeper – brassware shop
Shopkeeper – bread or cake shop
Shopkeeper – butcher – no slaughtering
Shopkeeper – butcher – slaughtering
Shopkeeper – cafe
Shopkeeper – cane shop
Shopkeeper – card shop
Shopkeeper – carpet, f loor coverings store – sales only
Shopkeeper – chemist shop – pharmacist
Shopkeeper – chemist shop – shop assistant
Shopkeeper – china and glassware shop
Shopkeeper – clothing store
Shopkeeper – coffee lounge
Shopkeeper – computer shop
Shopkeeper – confectionery shop
Shopkeeper – delicatessen
Shopkeeper – department store – cleaner
Shopkeeper – department store – clerical sales only
Shopkeeper – department store – deliveries, storeman
Shopkeeper – department store – senior management
Shopkeeper – disposal store
Shopkeeper – duty free shop
Shopkeeper – electrical goods retailer – deliveries
Shopkeeper – electrical goods retailer – light manual
Shopkeeper – electrical goods retailer – sales only
Shopkeeper – electronic supply store – sales
Shopkeeper – fast food or take away
Shopkeeper – fish and chip shop
Shopkeeper – f lorist
Shopkeeper – f lorist – delivery
Shopkeeper – furnishings retailer (cushions or fabric not furniture)
Shopkeeper – furniture retailer – new – deliveries
Shopkeeper – furniture retailer – new – light manual
Shopkeeper – furniture retailer – new – sales only
Shopkeeper – furniture retailer – used
Shopkeeper – garden shop
Shopkeeper – gift shop
Shopkeeper – greengrocer
Shopkeeper – grocer
Shopkeeper – gunsmith
Shopkeeper – haberdasher White collar
Shopkeeper – hardware retailer
Shopkeeper – health food store
Shopkeeper – ice cream parlour
Shopkeeper – jewellery store
Shopkeeper – light fittings store
Shopkeeper – liquor store
Shopkeeper – locksmith
Shopkeeper – milk bar
Shopkeeper – motor vehicle accessories and spare parts
Shopkeeper – musical instruments – sales only
Shopkeeper – musical instruments sales – lifting or deliveries
Shopkeeper – newsagent
Shopkeeper – nursery or garden shop
Shopkeeper – office supplies or stationer
Shopkeeper – outdoor supplies retailer (tents, BBQ)
Shopkeeper – paint or wallpaper store
Shopkeeper – pawnbroker
Shopkeeper – pet shop
Shopkeeper – photographic store
Shopkeeper – produce merchant
Shopkeeper – record shop
Shopkeeper – second hand goods
Shopkeeper – shoe shop (retail sales not repair)
Shopkeeper – shoemaker or repairer
Shopkeeper – sporting goods store
Shopkeeper – stationer
Shopkeeper – supermarket – admin only
Shopkeeper – supermarket – cashier
Shopkeeper – supermarket – other
Shopkeeper – swimming pool supplies
Shopkeeper – take away food
Shopkeeper – tobacconist
Shopkeeper – toy shop
Shopkeeper – video shop proprietor
Showman
Signwriter
Singer
Skiing – professional
Skylight fitter
Social worker
Solicitor
Speech therapist, pathologist
Sporting goods store
Sports person – professional
Spray painter
Squash court proprietor
Stationer
Statistician
Steel erector or fixer
Steeplejack
Stevedore
Steward (airline)
Stock and station agent – no manual duties
Stockbroker (degree qualified)
Stockman
Stonemason
Storeman
Student
Stuntman
Sugar cane farmer owner established 2 years
Supermarket – administration only
Supermarket – cashier
Supermarket - manager (manual duties)
Supermarket – other
Surf board shaper
Surveyor – field or office only, quantity
Surveyor – marine or mines
Swimming instructor
Swimming pool builder
Swimming pool supplies worker
TAB agent
Take away food shop worker
Tanner
Tax consultant (tertiary qualified)
Taxi – other
Taxi – owner driver established 2 years
Taxidermist
Teacher’s aide
Teacher (school, university or college)
Telephone technician
Telephonist
Tennis coach (not professional player)
Theatre or cinema – confectionery seller, manager, ticket seller, usher or projectionist
Tiler – f loors and walls
Tiler – roof
Timber merchant
Tobacconist
Toolmaker
Tour guide
Tow truck driver
Town planner
Toy shop worker
Train driver or guard
Travel agent or consultant
Tree feller or tree lopper
Tree surgeon
Tugboat crew (not deep sea)
Tupperware salesperson
TV technician
Typesetter
Typist
Tyre fitter and repairs
Tyre sales worker
Undertaker
Upholsterer
Urologist
Valuer
Vending machine serviceman
Veterinary nurse
Veterinary surgeon
Video shop proprietor
Vigneron
Waiter, waitress (restaurant)
Wallpaper hanger
Watchmaker
Water proofer
Welder
Welfare officer
Wharf labourer
Window cleaner – city or industrial
Window cleaner – suburban home only
Window dresser
Window tinter – motor vehicle, home or office
Wine merchant – wholesale and retail
Wine maker – qualified (no manual labour)
Wine maker – unqualified (no manual labour)
Wine maker – other
Wool broker or buyer
Wool classer
Wrecker or demolisher (no explosives)
X-ray machine operator or technician
Zoo worker
Zoologist
Time in current role? (years)
What percentage of time is spent doing manual labour? (%)
Do you participate in any hazardous activities (sky diving, motor racing, football)?
No
Yes
If yes, please provide details:
How many hours do you work per week?
Do you intend to change occupation in the next 12 months?
No
Yes
If yes, please provide details:
If you become disabled and unable to work, will any of your income (from any source) continue? (For example, sick leave, directors fees, salary, commission, exiting salary continuance insurance, ongoing profit share from a business etc.)
No
Yes
If yes, please provide details:
Do you participate in any pastimes, pursuits or sports?
Please tick all that apply
Underwater diving
Football
Motor sports (car, bike, boat racing etc)
Water sports
Aviation activities (parachuting, hang gliding, flying planes etc)
Abseiling
Rock/Mountain climbing
None
Are you a permanent resident of Australia?
Yes
No
Have you booked an overseas holiday in the next 12 months?
No
Yes
If yes, please provide details:
What is your height? (cm)
What is your weight? (kg)
Have you smoked tobacco or used any nicotine-based substance in the past 12 months?
No
Yes
If yes, please provide details of type, frequency and last used:
Do you drink alcohol?
No
Yes
If yes, please provide details of standard drinks per week?
Have any of your immediate blood relatives (parents, brothers or sisters) suffered any of the following conditions?
Heart disease, heart attach or stroke
Breast or ovarian cancer
Melanoma
Diabetes
Bowel Cancer
Familial Polyposis (FAP)
Multiple Sclerosis
Parkinson's disease
Rheumatoid arthritis
Haemochromatosis
Muscular dystrophy
Polycystic Kidney Disease (PCKD)
Huntington's disease
Motor neurone disease
Any other cancer not listed above
Any other hereditary disorder
No
If any, Include family member, condition type, age condition commenced
Have you ever had, or been told that you had, or ever sought advice or treatment from a doctor, conseller or other health professional for any of the following?
Please tick all that apply
Stress, anxiety, depression or other mentional health disorder
High blood pressure
High choresterol
Asthma
Skin cancer, tumour, skin lesion, mole or cyst
Back or nexk strain/sprain/pain, sciatica, whiplash, spondylitis or any other back/neck/spinal problem
Any bone/joint fractures, muscle, ligament or tendon injuries, gout, arthritis or osteoporosis
No
If any, detail each condition and timing:
Have you ever had, or been told that you had, or ever sought advice or treatment from a doctor, conseller or other health professional for any of the following?
Please tick all that apply
Any skin condition
any blood conditions
any disease/disorder of the eyes
any disease/disorder of the ears
any heart conditions
any respiratory conditions
any gastrointestinal conditions
diabetes
thyrois conditions
cancer or tumours
HIV
Hepatitis
No
If any, detail each condition and timing:
Have you ever, or do you now have, any other disabilioty, illness, injury or symptom not already advised?
No
Yes
If any, detail each condition and timing:
Have you in the last 5 years taken any drug/tablet, or medication (including illicit drugs) not already advised?
No
Yes
If any, detail each condition and timing:
Do you intend to seek any medical advice, test, investigation or treatment (including surgery)?
No
Yes
If any, detail each condition and timing:
Females Only - Have you ever had or been advisd to have treatment for any breat lump, abnormal cervical smear or abnormal vaginal bleeding?
No
Yes
If any, detail each condition and timing:
Have you ever had an insurance application declined or modified?
Yes
No
Your Partner's Personal Information
Partner's height (in cm)
Partner's weight (in kg)
How would you describe your partner's health
Excellent
Good
Average
Poor
Has your partner smoked in the last 12 months?
Yes
No
Is there a history of any particular illness in your partner's immediate family (cancer, diabetes, heart conditions, genetic disorders)?
Yes
No
Has your partner been treated for any medical conditions over the past 5 years?
Yes
No
Does your partner take medication?
Yes
No
Please provide details on your partner's medication:
Has your partner ever had an insurance application declined or modified?
Yes
No
Does your partner participate in any hazardous activities (sky diving, motor racing, football)?
Yes
No
Other Comments
Is there anything else you'd like to discuss?
Supporting Documents Request List
If you do not authorise Cashel House to collect the supporting documents please provide the requested documents below.
Cashel Supporting Document Collection Instructions
Please attach a copy of your latest Super Statement
This can be obtained from your superannuation fund online, or is normally posted to you in August each year.
Drop files here or
Select files
Max. file size: 2 MB.
Please attach a copy of your partner's latest Super Statement
This can be obtained from your superannuation fund online, or is normally posted to you in August each year.
Drop files here or
Select files
Max. file size: 2 MB.
Please attach a copy of your latest Life, TPD, Income Protection and Trauma insurance statements.
These may be contained in your Superannuation statement or should be obtained from your insurance advisor.
Drop files here or
Select files
Max. file size: 2 MB.
Please attach a copy of your partner's latest Life, TPD, Income Protection and Trauma insurance statements.
These may be included within you Superannuation statement or available from your insurance advisor.
Drop files here or
Select files
Max. file size: 2 MB.
Submit Form
I authorize Cashel to contact my partner to complete a separate Risk Profile, and provide any missing material including Partner Income Estimates and attachments.
I agree and accept the
Privacy Policy
and Acknowledge the
Cashel Financial Services Guide
and
Cashel Credit Guide and Privacy Statement
.
I confirm the answers provided above are true and correct.
CAPTCHA
Δ
×