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Privacy Waiver
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Home
What We Do
About Us
Budgeting
Managing Debt
Good Loans
Contact
Privacy Waiver
Personal Budgeting and Debt Management
Book
Privacy Waiver
Please complete and submit the form below
I understand that this page grants permission for my financial mentor to speak to other organisations about my finances
*
Yes
Name
*
First Name
Last Name
Name also known as
(optional)
First Name
Last Name
Phone
Date of birth
*
MM
DD
YYYY
Today's date
*
MM
DD
YYYY
Agreement end date
*
This agreement expires on:
Open ended agreement
Agreement expires on a set date (enter below)
Date agreement expires
If you wish the privacy waiver to end on an agreed date enter it below
MM
DD
YYYY
Permission to provide information “Other organisations” = any bank, business, creditor, organisation, department, service or person involved in my financial affairs.
*
Yes, I authorise other organisations to give any personal information about my financial affairs to my financial mentor and/or the service as requested.
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Yes, I authorise my financial mentor and/or the budgeting service to discuss my financial affairs with other organisations so the financial mentor can provide me with appropriate budgeting advice.
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Yes, I intend that this authorisation satisfies the requirements of the Privacy Act 1993.
Signature
*
please type in your full name
Office use only: Name of Financial Mentor
I have done my best to verify my client’s identity by looking at: A valid driver’s licence Another valid form of photo ID (details): Signature match with non-photo ID (details):
Thank you!