Financial Advice Enquiry

First name

Last name

Preferred contact method Phone Email

Preferred contact time Morning Afternoon

Email address

Phone number

Postcode

What can we help you with? Retirement planning Personal insurance Managed funds Investment advice Financial advice Other

Please provide us with further information about your enquiry.

Are you completing this form on behalf of someone else? No Yes

By submitting this form I consent for a member of the Bendigo and Adelaide Bank Group to contact me to discuss my needs in more detail for the products selected above.

By submitting this form I acknowledge a member of the Bendigo and Adelaide Bank Group will contact the above customer to discuss their needs in more detail for the products selected above.

Wealth Concierge is a general advice service provided by Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 (‘Bendigo Bank’) (for deposit products and life risk insurance products); Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118 (‘Leveraged’) (for securities and margin lending facilities) and Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (‘Sandhurst’) (for managed investment schemes and superannuation). Leveraged and Sandhurst are subsidiaries of Bendigo Bank.  Leveraged, Sandhurst and Bendigo Bank receive remuneration on the issue of the product or service they provide. Investments in Leveraged and Sandhurst are not deposits with, guaranteed by, or liabilities of Bendigo Bank.
We collect your personal information in order to respond to your enquiry and contact you; your personal information may be shared within the Group. This includes subsidiaries, related companies, agencies and franchises. To request access to your personal information, please contact your nearest branch or 1300 236 344. For more information, please read our Privacy Policy.

Financial advice enquiry