Make an Appointment
Ready to make an appointment? Here’s how.
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. You can fill out the form below, visit your local branch, or call us on 13 11 55.
To make an appointment with a Suncorp Financial planner, please enter your details below and hit the Submit button. We'll then contact you within 48 hours to arrange an appointment with a Suncorp Financial Planner in your local area, or over the phone if you prefer.
* = required fields
# = this field is not compulsory to complete. You have the option of not identifying yourself or using a pseudonym until such time as we are required or authorised by law to identify you or it becomes impracticable to deal with you further without the information (eg if you choose to take out a product with us.)
^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.