Last week I was contacted by a financial planner who was affiliated with the tax accountant firm I go to and they talked about reviewing my Superannuation. When offered an appointment I told them I wasn't sure I needed it but they suggested to book it anyway and when they called I can make up my mind then.

I received an email yesterday about what I will need and one of them was my Tax File Number, something I'm not comfortable providing over the phone. when they called today I told them that I felt I didn't need the review at this time as I have only been working for about 4 years however they then talk about how people who get a review on their super are better off in retirement using statistics about how a lot of people end up broke. ultimately I told them I didn't have my Tax File Number but I ended up agreeing to a rescheduled appointment.

I feel if I tell them I don't want to share my Tax File Number they'll probably say how they keep it secure and they will only use it securely on some Australian Government Web service but I still don't want to unless I do it face to face which can't be done because these financial planners are in another city two hours away

So how can I get out of a phone appointment for a service I no longer feel comfortable in having?

Last week I was contacted by a financial planner who was affiliated with the tax accountant firm I go to and they talked about reviewing my Superannuation. When offered an appointment I told them I wasn't sure I needed it but they suggested to book it anyway and when they called I can make up my mind then.

I received an email yesterday about what I will need and one of them was my tax file number, something I'm not comfortable providing over the phone. When they called today I told them that I felt I didn't need the review at this time, as I have only been working for about 4 years. However they then talked about how people who get a review on their super are better off in retirement using statistics about how a lot of people end up broke. Ultimately I told them I didn't have my tax file number, but I ended up agreeing to a rescheduled appointment.

I feel if I tell them I don't want to share my tax file number they'll probably say how they keep it secure and they will only use it securely on some Australian Government Web service but I still don't want to unless I do it face to face, which can't be done because these financial planners are in another city two hours away.

So how can I get out of a phone appointment for a service I no longer feel comfortable in having?

So last week I was contacted by a financial planner who was affiliated with the tax accountant firm I go to and they talked about reviewing my Superannuation. when offered for an appointment I told them I wasn't sure I needed it but they suggested to book it anyway and when they call I can make up my mind then.

I received an email yesterday about what I will need and one of them was my Tax File Number, something I'm not comfortable providing over the phone. when they called today I told them that I felt I didn't need the review at this time as I have only been working for about 4 years however they then talk about how people who get a review on their super are better off in retirement using statistics about how a lot of people end up broke. ultimately I told them I didn't have my Tax File Number but I ended up agreeing to a rescheduled appointment.

I feel if I tell them I don't want to share my Tax File Number they'll probably say how they keep it secure and they will only use it securely on some Australian Government Web service but I still don't want to unless I do it face to face which can't be done because these financial planner's are in another city 2 hours away

So how can I get out of a phone appointment for a service i no longer feel comfortable in having.

Last week I was contacted by a financial planner who was affiliated with the tax accountant firm I go to and they talked about reviewing my Superannuation. When offered an appointment I told them I wasn't sure I needed it but they suggested to book it anyway and when they called I can make up my mind then.

I received an email yesterday about what I will need and one of them was my Tax File Number, something I'm not comfortable providing over the phone. when they called today I told them that I felt I didn't need the review at this time as I have only been working for about 4 years however they then talk about how people who get a review on their super are better off in retirement using statistics about how a lot of people end up broke. ultimately I told them I didn't have my Tax File Number but I ended up agreeing to a rescheduled appointment.

I feel if I tell them I don't want to share my Tax File Number they'll probably say how they keep it secure and they will only use it securely on some Australian Government Web service but I still don't want to unless I do it face to face which can't be done because these financial planners are in another city two hours away

So how can I get out of a phone appointment for a service I no longer feel comfortable in having?