Please fill this form out and return to me before our appointment. This will speed up the whole process and we can spend our time together focusing on your requirements! If you are unsure of anything, leave it blank. Is there a second applicant? YesNo APPLICANT 1 APPLICANT 2 Title: MrMrsMissMsDr MrMrsMissMsDr First and middle names:* Surname:* Marital status: MarriedSingleDe-FactoSeparated MarriedSingleDe-FactoSeparated Residential status: Aust CitizenPermanent ResidentTemp Resident Aust CitizenPermanent ResidentTemp Resident Date of birth:* Do you have dependent children? YesNo Date of birth of dependent children: 1. 2. 3. 4. Do you have a driver's licence? YesNo YesNo Drivers licence: No: State:[text app1_licence_state placeholder "State" maxlength:3] Expiry: No: State:[text app2_licence_state placeholder "State" maxlength:3] Expiry: CURRENT RESIDENTIAL ADDRESS (Please provide last 3 years in total) APPLICANT 1 APPLICANT 2 Street Address:* Post Code:* Approx. date you moved into this address:* Contact phone numbers: Home: Work: Mobile:* Home: Work: Mobile: Email address:* Status: OwnerRentingBoardingLiving with parentsOwner with mortgage OwnerRentingBoardingLiving with parentsOwner with mortgage Monthly Rent ($): If renting, agent's name: Monthly Rent – App 2 ($): If renting, agent's name – App 2: Previous address details (if less than 3 years at current address): 1. Yrs: + Add previous address (App 1) Previous address details – App 2: 1. Yrs: + Add previous address (App 2) EMPLOYMENT (Please provide last 3 years in total) APPLICANT 1 APPLICANT 2 Employer's name (in full):* Approx. date you started with current employer:* Status: Full-timePermanent Part-timeCasualSelf-employed Full-timePermanent Part-timeCasualSelf-employed Occupation/Job title:* Current employer address: Contact details: Name: Phone: Name: Phone: Previous employer's details (if less than 3 years with current employer): 1. Yrs: + Add previous employer (App 1) Previous employer's details – App 2: 1. Yrs: + Add previous employer (App 2) INCOME APPLICANT 1 APPLICANT 2 Income – gross annual salary (before tax):* Gross Overtime / Family Tax A & B / Commission: ASSETS: Properties owned Do you own any properties? YesNo Owner Occupied Property (O/Occ) Address: Post Code: Value: In the name of: Applicant 1 Applicant 2 Investment Property 1 Address: Post Code: Weekly Rental: In the name of: Applicant 1 Applicant 2 Remove + Add Investment Property ASSETS: Savings or Cash Do you have any savings or cash accounts? YesNo Savings Account 1 Financial institution: In the name of: App 1App 2Both Income Account of: Balance: Remove + Add Savings Account ASSETS: Motor Vehicles Do you own any motor vehicles? YesNo Vehicle 1 Make: Model: In the name of: App 1App 2Both Value / Year: Yr:[number vehicle_year_1 placeholder "Year" min:1950 max:2030] Remove + Add Vehicle ASSETS: Other Assets Do you have any other assets? YesNo Home Contents incl Jewellery: Shares & Crypto: Business Value: All Superannuation Balances: LIABILITIES: Mortgages Do you have any mortgages? YesNo Mortgage 1 Name of financial institution: Amount currently owing: Being Paid Out? YesNo In the name of: Applicant 1Applicant 2Both Interest Rate & Repayment Type: P&II/O Minimum monthly repayment: Secured by: O/OccInv 1Inv 2Inv 3Inv 4Inv 5 Remaining Loan Term (If known): [number mortgage_term_yrs_1 placeholder "Yrs" min:0 max:30] Yrs [number mortgage_term_mths_1 placeholder "Mths" min:0 max:11] Mths Remove + Add Mortgage LIABILITIES: Car & Personal Loans & Lease Payments & HECS Balance Do you have any car loans, personal loans, lease payments or HECS balance? YesNo Loan 1 Name of financial institution: In the name of: App 1App 2Both Amount currently owing: Monthly repayment: Is loan being paid out? YesNo Remove + Add Loan LIABILITIES: Credit Cards & Store Cards (AfterPay, Interest Free Purchases Etc) Do you have any credit cards or store cards? YesNo Card 1 Name of financial institution: In the name of: App 1App 2Both Credit limit: Amount currently owing: Type of card (Visa/Amex etc): Is card being paid out? YesNo Remove + Add Card MONTHLY LIVING EXPENSES – NOT INCLUDING RENT OR LOAN REPAYMENTS 1. Utilities – Primary residence cost incl gas, electricity, water: 2. Transport – fuel, vehicle maintenance, toll: 3. Food & Groceries – fruit and veg, take away and alcohol: 4. Clothing/Personal Care – clothes, shoes, beauty: 5. Phone/Online Subscriptions – mobile, pay tv, internet: 6. Entertainment – sports, holidays, movies: 7. Medical & Health – doctor, medicine, gym: 8. Insurance – Car, home, health: Do you pay school fees? YesNo 9. Education – Private & Public school fees: Do you pay childcare fees? YesNo 10. Education – Childcare fees: 11. Other – regular recurring expenses: TOTAL: $0