Referral request for external financial adviser


This form is to be completed if you wish to facilitate a meeting with an external financial adviser from the Australian Super referral panel, with a member or non-member.

Please complete the form in full, particularly clearly noting the reason for the advice referral.

Other than member/non-member preference to meet with an external adviser, please reference the attached table for advice topic scoping on when a client may need to be referred to an external adviser vs and internal adviser.

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