Request an appointment with an AWS Financial Planner

You’ve taken your first step towards a better financial future.

Simply complete this form and we’ll call you within three business days to organise your complimentary first appointment with an AWS Financial Planner.

Step 1

Complete the form below

Step 2

Receive confirmation call

Step 3

Collect information for appointment


Can I change a booking?

Yes – please respond to the emailed calendar invite or simply call us on

(02) 9745 4733

What do I need for the appointment?

Any financial information you think would help the adviser understand your situation (e.g. superannuation statements, loan documents, household budget, insurance policy documents)

What are the fees/charges?

Not sure if financial advice is right for you? We offer complimentary initial consultations with absolutely no strings attached. We can chat about your situation and propose a plan of action before you commit to anything.