top of page
ABOUT
Meet Brendon Barnes
SERVICES
Financial Planning
Investment Research & Management
Insurances
Estate Planning - Assist Services
Loans & Gearing
Multi-Family Office
Business (SME) & CEO Consulting
Executive Review Service
Superannuation & Self-Managed Super
Insurance & Asset Protection
Retirement Planning
GENIUS CENTRE
CONTACT
BLOG
More
Use tab to navigate through the menu items.
BOOK HERE
08 9207 4720
ROA Response - Authority to Proceed
Client First Name
Client Last Name
Partner First Name
Partner Last Name
Select an option
WE (if ROA addressed to both)
I
Have received and read this Record of Advice (ROA) document and confirm our instructions as follows:
Accept the recommendations and authorise any implementation required
Do not wish to proceed or act on this advice
Agree to proceed but require the changes outlinbed below:
Brief description of any changes:
Submit
Submitted to BWM - thankyou
bottom of page
![7[1].png](https://static.wixstatic.com/media/71024f_4eece993e44c445996f1c79907c1b94a~mv2.png/v1/fill/w_600,h_338,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/7%5B1%5D.png)
