CLIENT RESOURCES

You'll find links below to our online forms and your Client Portal access

Discovery Forms

Fact Finder

Pre-Assessment

Risk Profile

Detailed Expense Analysis

Miscellaneous Forms

Getting to know you

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Jason Pearce, Jared Painter and JP & JP Financial Services Pty Ltd are Authorised Representatives of Vivid Financial Planning Pty Ltd AFS Licence No. 478 937. Please note the information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or offer document prior to making a decision.