Welcome to Plenitude Wealth, Your Financial Partner
Congratulations on joining the Plenitude Wealth family! We're excited to embark on this journey with you toward financial empowerment.
The Authority to Ask Information (ATAI) form is your key to unlocking personalized strategy. This will allow your current super provider to give us the required details about your Super account. It is important to note that this does not let us make any changes to your account (essentially, it is 'view only' access).
Data security is paramount to us - so rest assured, the information you provide is kept confidential and used solely for crafting your financial roadmap.
Once you're done filling out the form and have signed it, please scan it and sent it over to the team at [email protected].
Welcome to Plenitude Wealth, Your Financial Partner
Congratulations on joining the Plenitude Wealth family! We're excited to embark on this journey with you toward financial empowerment.
The Authority to Ask Information (ATAI) form is your key to unlocking personalized strategy. This will allow your current super provider to give us the required details about your Super account. It is important to note that this does not let us make any changes to your account (essentially, it is 'view only' access).
Data security is paramount to us - so rest assured, the information you provide is kept confidential and used solely for crafting your financial roadmap.
Once you're done filling out the form and have signed it, please scan it and sent it over to the team at [email protected].
Do not hesitate to reach to our team if you need assistance on
how to move forward or if you have questions.
Just send us an email thru [email protected]
and a member of the team will reach out to you as soon as possible.
Do not hesitate to reach to our team if you need assistance on how to move forward
or if you have questions.
Just send us an email thru
[email protected] and a member of the team will reach out to you as soon as possible.
Contact Us
68 Highland Terrace, St Lucia, QLD 4067
P: 1300 641 006
Privacy Policy • Terms and Condition •
Privacy Policy • Terms and Condition •
© Copyright 2025 Plenitude Wealth
Legacy Financial Planning Pty Ltd as Trustee for Pembrokeshire Trust | ABN 91 167 254 202 | AFSL 519446
Located at PO Box 8261, Subiaco East 6008, contact number: 08 6226 9609, email: [email protected], website: www.legacy.net.au.