NDIS Plan Management

No worries and no confusion with DFM Financial by your side


Below you’ll find our policies and sample service agreements for you to download and view. Each is a PDF file that opens in a new tab/window. If you require any of these documents in a different format or have any questions regarding NDIS Plan please contact us.

DFM Service Agreement

A blank copy of our service agreement that is signed when you agree to us managing your NDIS Plan.

View DFM Service Agreement

Service Agreement – between Providers and the Participant

A service agreement for providers providing services to participants under as part of an NDIS Plan.

View Service Agreement for providers

Privacy Policy

We take your privacy seriously. Learn about how we protect your privacy by viewing our Privacy Policy below.

View Privacy Policy

Complaints Policy

We take pride in our jobs and do our best to provide the very best service to you. However, if you do an issue with the service you have been provided and have a complaint please view our complaints policy which outlines our complaints process.

View Complaints Policy