Consumer Loan Applications

To enable us to expedite the loan process we may require the following documents:

Income verification

Wage Earner

Current pay slip within one month of today’s date showing Year to Date income

or
Last three months payslips
Latest Group Certificate or Tax Return and ATO assessment notice

Self Employed

Last two years Personal Tax Returns and business Tax Returns
Last two years ATO assessment Notices
Interim Management Profit and Loss for the business

Property Details

Copy of Current Rate Notice

Investments

Copies of your last 3 months of Rental Statements on Investment Properties or Other Investments

Existing Loans

Last six months loan statements of any loans you have
Last three months statements of any Credit Card
Last three months statements on any Personal Loans or Car Loans you have

Insurance

Copies of your Life Insurance statement
Copies of your Risk Insurance statements – income protection, trauma and TPD

Superannuation

Copies of your Superannuation statements

Identification

Drivers License
Medicare card

If you have difficulty in obtaining any of the above please liaise with our office.
Client Data Collection completed

Client Data Collection

Applicant 1

Surname*

First Name*

Middle Name*

Address

State

Postcode

Date moved in

Previous Address (if less than 3 years)

How long

Postal Address

Post Settlement Address

Date of Birth:

Driver’s Licence No

Expiry Date

State

Mobile No*

Home Phone No*

Business Phone Number *

No. of Dependants

Ages

Email *

EMPLOYMENT

Occupation

Employer

Employer Address

Phone No

Date Commenced

PREVIOUS EMPLOYMENT

Occupation

Name of Employer

Employer Address

Phone No*

Date Commenced

NAME & ADDRESS OF NEAREST RELATIVE NOT LIVING WITH YOU

Relationship

Phone No*

Comments/Questions

Applicant 2

Surname*

First Name*

Middle Name*

Address

State

Postcode

Date moved in

Previous Address (if less than 3 years)

How long

Postal Address

Post Settlement Address

Date of Birth:

Driver’s Licence No

Expiry Date

State

Mobile No*

Home Phone No*

Business Phone Number *

No. of Dependants

Ages

Email *

EMPLOYMENT

Occupation

Employer

Employer Address

Phone No

Date Commenced

PREVIOUS EMPLOYMENT

Occupation

Name of Employer

Employer Address

Phone No*

Date Commenced

NAME & ADDRESS OF NEAREST RELATIVE NOT LIVING WITH YOU

Relationship

Phone No*

Comments/Questions

Amount Borrowing

Purpose Of The Borrowing

Details Of The Asset

TICK THIS BOX TO CONFIRM THE INFORMATION CONTAINED IN THIS APPLICATION IS TRUE AND CORRECT.

Consumer Loan Application Form

EMPLOYMENT

PREVIOUS EMPLOYMENT

EMPLOYMENT

PREVIOUS EMPLOYMENT