The forms below will be helpful for us to ensure that we can understand your financial situation before an initial meeting with us and/or providing our quality financial services quicker. Note that using these forms for its intended purpose will reveal your personal information to us and abide by our Privacy Collection Statement. It is important that you read it before sending it to us. Choose the version which best suits you for filling out information and please make sure you complete this forms as accurately and as much as possible. For all downloadable versions, please send the form to the adviser which you've had contact with.

To gain access to these forms, you must have had read the Financial Services Guide.


I have read and agreed to the Financial Services Guide and the Privacy Collection Statement.

Privacy Collection Statement

INSIGHT MANAGEMENT PARTNERS PTY LTD and its subsidiaries (including Insight Investment Partners Pty Ltd, Insight Tax Partners Pty Ltd, Insight Sports Pty Ltd, Insight Legal Partners Pty Ltd) (together “Insight”) (Suite 401, 19 Roseby Street, Drummoyne NSW Australia 2047) collects your personal information for the purpose of responding to your questions and comments submitted to us through this online contact form. If you do not provide the requested personal information to us we may not be able to fully and effectively respond to your questions or comments.

We may disclose your personal information to third party contractors who we engage to assist us with this purpose and when we do, we will take reasonable steps to ensure that those third party contractors comply with our Privacy Policy and are bound by the Privacy Act 1988 (Cth), including the Australian Privacy Principles (“APPs”) or similar privacy obligations.

Our Privacy Policy contains information about how you can access and request the correction of your personal information. Our Privacy Policy also contains information about how you can make a complaint about a breach of the APPs and how we will deal with your complaint. You can direct your privacy queries to our Privacy Officer at