Initial Consultation Meeting Notes "*" indicates required fields Prospect Matter ID: Date of Meeting* DD slash MM slash YYYY Time Hours : Minutes AM PM AM/PM Meeting Medium*Please selectIn-PersonOnlinePhone CallWhat Category of Visa is Being Discussed?*Please selectPartner VisaParent VisaPermanent ResidencyCitizenshipTribunalOtherMigration Australia Representatives:* Mark Ellis (RMA) Kelcey Ellis Meeting With* Primary Applicant Sponsor Other (please specify) Primary Applicant's Name:* First Last (Non Australian Partner)Primary Applicant's Country of Origin*Please selectAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsPrimary Applicant's Email: Primary Applicant's Phone Number:Sponsor's Name:* First Last Australian PR or CitizenSponsor Is:*Please selectAustralian CitizenAustralian Permanent ResidentNZ CitizenOtherSponsor's Email: Sponsor's Phone Number:'Other' Sponsor Details Eligible NZ Status were in Australia on 26 February 2001 as a holder of an SCV spent at least 12 months in Australia as the holder of an SCV in the two years immediately before 26 February 2001 commenced or recommenced residing in Australia within three months from 26 February 2001 were residing in Australia on 26 February 2001 but were temporarily absent In order to be a Eligible New Zealander, the Sponsor must meet one of the above.Other Meeting Participant Details Partner Visa InformationRelationship TypePlease selectMarriedEngagedDe Facto PartnersRelationship Length:-1-3 months3-6 months6-9 monthsOne YearTwo YearsThree YearsFour YearsFive YearsSix YearsSeven YearsEight YearsNine YearsTen + YearsPrevious Relationships PA or SP has previously been married PA or SP has been sponsored or sponsored a partner before De Facto StatusPlease selectYesNoHave the couple resided together for over a year and a day, and are they able to provide evidence? For example: - Lease Agreement - Utility Accounts - MailLiving Together - Years-One YearTwo YearsThree YearsFour YearsFive YearsSix YearsSeven YearsEight YearsNine YearsTen + YearsLiving Together - Months-One MonthTwo MonthsThree MonthsFour MonthsFive MonthsSix MonthsSeven MonthsEight MonthsNine MonthsTen MonthsEleven MonthsDe Facto Relationship RegistrationPlease SelectYesNoAre the couple able to register their relationship in NSW, SA, or QLD? Relationship Registration Information The Primary Applicant and Sponsor must apply for the registration independent of Migration Australia Migration Australia will provide guides on how to apply for the registration for the client to use. Relationship registration can be retroactively applied to your partner visa (we can lodge onshore first and then submit the certificate). Clients have been informed of the above relationship registration requirements. Country Married InPlease selectAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsDate of Marriage DD slash MM slash YYYY Date of Engagement DD slash MM slash YYYY PMV ConditionsThe following conditions must be met in order to apply and be eligible for a PMV: Intend to Marry in Australia Intend to submit 820 Application After Marriage Will not get register or live in a de facto relationship prior to grant of PMV Do you have Children?Please selectNo ChildrenChildren of RelationshipChildren of Previous Relationship(s)Previous RelationshipsPrimary Applicant Has: Previously been married (divorce finalised) Separated from legal spouse (awaiting divorce) Previously been sponsored for a Partner Visa None of the above Sponsor Has: Previously been married (divorce finalised) Separated from legal spouse (awaiting divorce) Previously been for an Partner Visa Previously sponsored an Partner Visa None of the above Sponsor Has Not: Been a PA of a partner visa in the past 5 years Sponsored more than one previous partner Sponsored a partner in the past 5 years Previous Relationship Notes:Previous Relationship Information In order to complete a partnership visa application (demonstrating co-habitation), the Primary Applicant/Sponsor does NOT need to finalise their divorce prior to submitting the application, but WILL need to demonstrate separation from their previous partner. In order to complete a partnership visa application (with relationship registration) the Primary Applicant/Sponsor must finalise their divorce prior to submitting their application. If a divorce must be finalised, this will be done within the Service Agreement's 6 month timeframe, or further professional fees may apply. The client has been told that: Permanent Residency InformationPR Client StatusAre the Primary Applicant & Sponsor Previous Clients?Please selectPrevious ClientNew ClientPrevious Matter ID: First Stage Lodgement Date: DD slash MM slash YYYY First-Stage Grant Date: DD slash MM slash YYYY Lodgement Eligibility Date: DD slash MM slash YYYY Comments/ConcernsParent Visa InformationSponsor Family Link:Please selectPrimary Applicant's Biological ChildPrimary Applicant's Adopted ChildPrimary Applicant's Current Partner's ChildOther Eligible Relative or Community Organisation (if Eligible Child is under 18)PR Sponsor has resided in Australia for:Please select1-3 months3-6 months6-9 months9-12 months12+ monthsPR must be considered 'normally resident' in Australia as PR - at least 12 months at time of lodgement.Family DetailsChild's NameEligible Child StatusCurrent Country of Residence Add RemovePlease list all living biological, adopted or step children for the Primary Applicant: - their name - whether they meet 'eligible child' status (i.e. Australian Citizen/PR/Eligible NZ) -their current country of residence Note: Step-children are considered to be your current partner's children OR a previous partner's children IF: - they are under 18 - you have a guardianship or custody arrangement for them. Does PA Meet Balance of Family?Please selectYesNoUnsureEITHER: At least half of Primary Applicant's children are 'eligible' OR There are more eligible children than children living in any other single countryDoes PA meet current Pension Age?Please selectYesNoPension Age does change, please check Services Australia Primary Applicant's that meet Pension Age may be eligible for an 804 Aged Parent VisaHas the PA had a visa cancelled or a previous application refused?Please selectYesNoUnsureIf the client has had a previous cancellation or refusal they will be ineligible for 173. Has the PA applied for or held a subclass 870 Sponsored Parent?Please selectYesNoUnsureIf this client has applied for or held an 870 they will be ineligible for 173. Does the PA or any of the Family have a debt to the AU Government?Please selectYesYes - with approved payment arrangementNoUnsureTo be eligible for a 173, the Primary Applicant & their Family must either not have a debt to the Australian Government OR have an already existing approved payment arrangement. Secondary ApplicantsPlease selectYesNoDoes the Primary Applicant want to include Secondary Applicants to their application?Secondary ApplicantsSecondary Applicants to be included: Spouse De Facto Partner Dependent Child Under 18 Dependent Child Over 18 List of Additional ApplicantsNameRelationship to Primary ApplicantAge Add RemovePlease provide the names, ages, and relationship type of the secondary applicants that will be included in the visa application. Child Custody ConcernsPlease selectYesNoUnsureAre there any child custody concerns that could prevent migration? Child Custody Concern NotePlease describe nature of custody concernsApplication Timeframes and ConsiderationsHas the Primary Applicant or Sponsor: Been charged or convicted with any crimes? Had, or have had a history of, physical or mental chronic illness? None of the above Health and Character NotesPrimary Applicant and Sponsor: Have access to the internet Have acess to a printer, scanner, or smart phone Will be able to provide supporting documentation PA Current Visa StatusDoes the Primary Applicant have a Substantive Australian Visa?Please selectYesNoWill Be ApplyingUnsureCurrent Visa Expiry DateWhen does the Primary Applicant's substantive visa expire? DD slash MM slash YYYY Proposed Start DateWhen do we want to start developing your application? DD slash MM slash YYYY Lodgement Timeframe:Please selectSix Weeks or UnderThree MonthsSix+ MonthsProposed Visa Lodgement DateWhen do we want to be able to lodge? Our standard timeframe is three months, with a maximum expected lodgement timeframe of six months. DD slash MM slash YYYY PA Location at LodgementPlease selectOffshoreOnshoreVisa Applications Required COVID Waiver 600 Visitor Visa 300 Prospective Marriage Visa 309 Offshore Partner Visa 820 Onshore Partner Visa 100 Partner Permanent Residency 801 Partner Permanent Residency 189 NZ Independent (Partner) 173 Contributory Parent Visa 143 Contributory Parent Visa (Permanent) 804 Aged Parent Visa Citizenship by Grant Citizenship by Descent Tribunal Other Visa Pathway ProgressionFor multi-stage visa applications, please make sure you note the order in which applications will be lodged. Applicant BreakdownPrimarySecondary - 18+Secondary - U18
