Appointment of Advocate or Authorised Representative

If you wish to appoint an Advocate or Authorised Representative to deal with us on your behalf, please:

• carefully read the important notes below;
• carefully complete the form at the bottom of the page;
• take the form, with some proof of your identity, to an authorised witness as indicated next;
  • A Justice of the Peace;
  • An Accountant who is a member of the Australian Institute of Chartered Accountants, CPA Australia or the National Institute of Accountants with 2 or more years of continuous membership;
  • A Solicitor or Barrister;
  • A Police Officer;
  • An agent in charge of, or a permanent employee (with 2 or more years of continuous service) of an Australia Post outlet;
  • An officer with, or authorised representative of, a holder of an Australian Financial Services Licence, having 2 or more continuous years of service with one or more licensees;
  • A Dentist;
  • A Pharmacist;
  • A Medical Practitioner;
  • A Chiropractor or a Physiotherapist.
• post it to us at the address above.

Important notes:

1. An ‘Advocate’ whom you appoint can deal with us on your behalf (including making a complaint) but:
   1. cannot change your account or services, and
   2. cannot act on your behalf or access your information unless you are present and agree.
2. An ‘Authorised Representative’ whom you appoint can deal with us on your behalf as your agent (including making a complaint) and:
   1. if you give them limited rights: has only those rights including any limitations you specify on access to your information, and
   2. otherwise: has the power to act and access information as if they are you.
3. If we are not clear whether you intend to appoint an Advocate or an Authorised Representative, we shall assume you only intend to appoint an Advocate.
4. We may also accept a person who holds an appropriate Power of Attorney or Guardianship Order as Advocate or Authorised Representative for a customer.    Please forward a certified copy of the Power of Attorney or Guardianship Order together with this form (signed by the Attorney or Guardian for the customer).  We may need to have the documents checked before we can accept the appointment.
5. To protect your privacy and security and to minimise the risk of fraud, our normal requirement is that this Appointment is submitted by post as a signed original, witnessed by an indicated person.  If this is too difficult or inconvenient for you, please call our Customer Service team and we will talk with you about an alternative way to accept the Appointment while protecting your interests.

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