Asset & Liability Summary

McKinnon Financial Planning Pty Ltd ABN 74 155 233 784 Australian Financial Services Licence 417488 | McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.

Asset & Liability Summary Form
Name:	*
Email Address:	*
Date Completed:
Financial Assets
Principle Place of Residence:
Investment Property/s:
Cash Savings:
Shares:
Managed Funds:
Superannuation (Client):
Superannuation (Partner):
Liabilities
Principle Place of Residence Mortgage:
Investment Property/s Mortgage:
Personal Loans:
Vehicle Loans:
Credit Card Debts:
Margin Loans:

Asset & Liability Summary Form

Financial Assets

Liabilities