Our team will be in touch within the next business day to confirm your booking.
In the meantime, please download the relevant documents for your meeting below.
Information checklist for your
Strategy Session (all appointments)
Welcome Booklet
Our Process and Formula
Strategy Session Fact Find
(Only required for Video/Phone Meetings)
Advisor Authority
For Self Employed Clients
Profile of Daniel Goodwin
Experience and Qualifications
Testimonials – Daniel Goodwin
Experience and Qualifications
Advisor Authority SMSF
(For PFP Private Wealth)
