Financial Assessment Form Download Form

*Note : Each field needs to have information entered. If the field is irrelevant, please input either a “0” (zero) or “Nil”or “N/A”, to ensure form has been completed.

Applicant 1

Surname

Given Names

Address

Suburb

State
P/code

Telephone

Email Address

Marital Status

Children
YesNo

Ages

App 1. Employment

EmployedSelf Employed

Length with current Employer
Years
Months

Full TimePart TimeCasual

Gross Income(PAYG/ Self Employed)

Gross Wages $

WeeklyMonthlyYearly

App 1. Residence

Renting
YesNo

Rent per week $

Length with current property
Years
Months

App 1. Committments

Savings $

Centrelink $

First Home Buyer
YesNo

Personal Loan

YesNo

Limit $

Balance $

Monthly Repayment $

Car Loan

YesNo

Limit $

Balance $

Monthly Repayment $

Credit/Retail Card

YesNo

Limit $

Balance $

Monthly Repayment $

Other Loan

YesNo

Loan type

Limit $

Balance $

Monthly Repayment $

Applicant 2

YesNo

Surname

Given Names

Address

Suburb

State
P/code

Telephone

Email Address

Marital Status

Children
YesNo

Ages

App 2. Employment

EmployedSelf Employed

Length with current Employer
Years
Months

Full TimePart TimeCasual

Gross Income(PAYG/ Self Employed)

Gross Wages $

WeeklyMonthlyYearly

App 2. Residence

Renting
YesNo

Rent per week $

Length with current property
Years
Months

App 2. Committments

Savings $

Centrelink $

First Home Buyer
YesNo

Personal Loan

YesNo

Limit $

Balance $

Monthly Repayment $

Car Loan

YesNo

Limit $

Balance $

Monthly Repayment $

Credit/Retail Card

YesNo

Limit $

Balance $

Monthly Repayment $

Other Loan

YesNo

Loan type

Limit $

Balance $

Monthly Repayment $