Hello - I visit a CBA financial planner for the first time last week. I was wanting advice on my managed fund i have had for 10 years. The planner requested that i sign a client authorisation form so that she could contact the financial institution my Managed Fund was held. She said that she would be able to request info on all my investments from any institution on my behalf at any time - but not not trade or withdraw anything? Is this common practice for planners to have access to such personal info?