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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
:
Assets
Total Value
Rent Received Per Week
Existing Financiers
Min Monthly Repayment
Amount Owing
Home
If Renting
Per Week
Inv. Property 1
Inv. Property 2
Inv. Property 3
Inv. Property 4
Motor Vehicles
Other Assets
Cash
Shares
Other Assets
Name
Liabilities
Amount
Existing Financiers
Min Monthly Repayment
Amount Owing
Limit
Overdraft
Credit Card(s)
Personal Loans
Child Maintenance
Total Assets
Total Liabilities
*
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