Call notes — 14 Sept

Spoke with Priya Nair about her superannuation rollover. She emailed her details from priya.nair@example.com.au
and asked us to call back on 0412 345 678 (or the office, (02) 9876 5432 — ask for accounts).

Her TFN is 123 456 782 and her Medicare card number is 2123 45670 1. She paid the
establishment fee with card 4111 1111 1111 1111.

Reference number 20240914 is our internal job ID, not personal information.
