Welcome to BD Financial Planning

Important Documents

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Welcome

Because we know your time is precious ... and because we also want you to get the most out of the meeting ... we’ve prepared just two ‘quick-and-easy’ questionnaires:

  • The first one is a ‘5-Minute Financial Health Check’ to determine your financial priorities.
  • The second one is our ‘About You Questionnaire'. This will take no more than 15 minutes.

It will enable you to provide key information and explain your current financial position.

By the way, you should also read the Financial Services Guide as it contains important information about us and our business.

Brett Dillon

BD Financial Planning
Level 26 / 1 Bligh Street,
Sydney NSW 2000

Suite 2 / 18 Karalta Road
Erina NSW 2250

Phone: (02) 8226 8763
Fax: (02) 4382 1062
Email: info@bdfinancial.com.au
Web: www.bdfinancial.com.au