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Make an appointment with a Financial Planner

Your first, obligation-free appointment with a Suncorp Financial Planner will go for approximately one hour. Suncorp will cover the cost associated with this appointment, so there’s no charge to you^.

During the appointment you’ll gain an understanding of the benefits of having a financial plan. If you choose to proceed, your Financial Planner will explain any applicable fees and charges. You can meet with a Suncorp Financial Planner either face-to-face or over-the-phone.

To make an appointment with a Suncorp Financial Planner, simply enter your details below and we’ll contact you within 48 hours to confirm a time.

Personal Details

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Terms And Conditions

^A fee may be payable if a financial plan is prepared.

Financial product advice is provided by representatives of Suncorp Financial Service Pty Ltd ABN 50 010 844 621, Australian Financial Services Licensee.