BankVic

About your appointment

To help your financial planner understand your current finances better and the services that could be right for you, please bring the following information with you.

If you don’t have them handy, that’s not a problem either.

  • Your income. If you’re self-employed or receive income from more than one source, please feel free to bring your taxation documents.
  • Your assets (property, superannuation statements, savings and investments) and liabilities information.
  • Insurance policy statements such as life, disability or income protection policies.
  • Your budget or an estimate of where your money goes each month, including your mortgage or rent, personal or business loans and credit card debt. You may find our budget planner useful for this purpose.
  • Personal identification documents.
  • Your short and long-term financial goals, and any other questions you may have.

Contact us today to make an appointment


Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.

BSB: 704-230

Police Financial Services Limited - ABN 33 087 651 661
AFSL 240293 Australian Credit Licence 240293
General Enquiries 13 63 73
Copyright 2017