Intake Form

Please complete this form before your first appointment.

Step 1

Contact & logistics

Step 2

Health snapshot

Step 3

Goals & focus

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The Financial Therapist

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1 — 5 scale (1 = very poor, 5 = excellent)
1 — 5 scale (1 = very poor, 5 = excellent)
1 — 5 scale (1 = very poor, 5 = excellent)

Intake Form

Contact: Dan Lobel

dan@themelbournecounsellor.com.au

0467 477 786

©The Financial Therapist. 2025.

The Financial Therapist Pty. Ltd. atf The Financial Therapist Trust.

The Financial Therapist acknowledges the Wurundjeri people who are the Traditional Custodians of the land on which we work.

If you or someone you know is in crisis and needs help now, call triple zero (000).

Lifeline — Call 13 11 14.

Suicide Call Back Service — Call 1300 659 467.

Beyond Blue — Call 1300 22 4636.

MindSpot — Call 1800 61 44 34.

Medicare Mental Health — Call 1800 595 212.

MensLine Australia — Call 1300 78 99 78.

FriendLine — Call 1800 424 287.

Kids Helpline — Call 1800 55 1800.

Headspace — Call 1800 650 890.

Sane Australia — Call 1800 187 263.

Blue Knot Foundation — Call 1300 657 380.

13Yarn — Call 13 92 76.

Thirrili — Call 1800 805 801.

QLife — Call 1800 184 527.

Panda — Call 1300 726 306.

ForWhen — Call 1300 24 23 22.

Gidget Foundation — Call 1300 851 758.

Open Arms — Call 1800 011 046.

Butterfly National Helpline — Call 1800 33 4673.