Property Investment, Wealth Creation, Real Estate, Finance, Property Seminars, Custodian WealthBuilders, Australia

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Preliminary Financial Assessment

	Applicant 1
*	Full Name	:
*	Address	:
*	Suburb	:
*	Postcode	:
*	State	:
*	Home Phone	:
*	Email Address	:
	Date of Birth	:	/ / eg:(dd/mm/yyyy)
	Number of children	:
	Current Employment
*	Company	:
*	Occupation/Position	:
*	Years Employed	:
*	Work Phone	:
	Contact Name	:
	Previous Employer
	Company	:
	Occupation/Position	:
	Years Employed	:
	Work Phone	:
	Contact Name	:
	Annual Income Details
	Salaried/PAYG (Annual Gross)	:
	Self-Employed (Taxable Income)	:
	Business or Other Income	:
	Rental Income	:
	Total Income	:

Applicant 2
		Spouse of Applicant 1
Full Name	:
Address	:
Suburb	:
Postcode	:
State	:
Home Phone	:
Email Address	:
Date of Birth	:	/ / eg:(dd/mm/yyyy)
Number of children	:
Current Employment
Company	:
Occupation/Position	:
Years Employed	:
Work Phone	:
Contact Name	:
Previous Employer
Company	:
Occupation/Position	:
Years Employed	:
Work Phone	:
Contact Name	:
Annual Income Details
Salaried/PAYG (Annual Gross)	:
Self-Employed (Taxable Income)	:
Business or Other Income	:
Rental Income	:
Total Income	:

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